First Trust Managed MunicipaFMBETF
13F holders, Q3 2025 (September 30)283holders −16
19new positions
28sold out
2famous investors
$50.70avg. 13F price*
At the end of Q3 2025, 283 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, down 16 from Q2 2025. 19 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($150.4M), Wells Fargo & Company ($127.5M) and LPL Financial LLC ($107.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Managed Municipa
- CUSIP
- 33739N108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $15.8M |
| Exits | 28 | $14.0M |
All 13F filers, Q2 2025 → Q3 2025: 2,071,677 shares bought and 1,936,698 shares sold, net +134,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| Morgan Stanley | 0.01% | Reduce -3.1% | 2,965,775 | $150.4M |
| Wells Fargo & Company | 0.03% | Reduce -2.9% | 2,514,773 | $127.5M |
| LPL Financial LLC | 0.03% | Add +4.0% | 2,127,067 | $107.8M |
| UBS Group AG | 0.02% | Add +1.2% | 1,798,415 | $91.2M |
| Bank of America Corp. | 0.01% | Add +0.2% | 1,742,249 | $88.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.7% | 1,147,191 | $58.2M |
| Composition Wealth, LLC | 0.81% | Add +50.3% | 1,070,100 | $54.3M |
| Avantax Planning Partners, Inc. | 1.31% | Add +7.6% | 899,949 | $45.6M |
| Osaic Holdings, Inc. | 0.06% | Add +89.1% | 856,294 | $43.2M |
| Royal Bank of Canada | 0.01% | Reduce -8.4% | 558,940 | $28.3M |
| OneDigital Investment Advisors LLC | 0.29% | Add +0.8% | 558,418 | $28.3M |
| Truist Financial Corp. | 0.03% | Add +12.9% | 419,359 | $21.3M |
| Cetera Investment Advisers | 0.02% | Add +55.5% | 399,269 | $20.2M |
| RMR Wealth Builders | 1.62% | Add +9.3% | 382,265 | $19.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.4% | 380,355 | $19.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +11.0% | 373,672 | $18.9M |
| NewEdge Advisors, LLC | 0.08% | Reduce -10.7% | 335,681 | $17.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.4% | 311,950 | $15.8M |
| Stifel Financial Corp. | 0.01% | Reduce -20.9% | 290,980 | $14.8M |
| Frisch Financial Group, Inc. | 3.40% | Add +35.6% | 288,013 | $14.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.2% | 254,498 | $12.9M |
| GM Advisory Group, LLC | 0.47% | Add +3.1% | 218,492 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.8% | 211,805 | $10.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +14.3% | 205,165 | $10.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 199,008 | $10.1M |
| Motco | 0.84% | Reduce -3.2% | 181,792 | $9.2M |
| Citigroup Inc. | 0.01% | Add +13.8% | 180,647 | $9.2M |
| CWA Asset Management Group, LLC | 0.34% | Reduce -16.3% | 179,598 | $9.1M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -28.3% | 163,065 | $8.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.2% | 158,688 | $8.0M |
| ERn Financial, LLC | 1.50% | Add +0.5% | 149,560 | $7.6M |
| Journey Strategic Wealth LLC | 0.19% | Add +5.0% | 136,155 | $6.9M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -4.9% | 129,800 | $6.6M |
| Jones Financial Companies LLLP | 0.00% | Add +19.6% | 129,466 | $6.6M |
| Cwm, LLC | 0.02% | Add +19.1% | 127,041 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +928.8% | 126,062 | $6.4M |
| BCGM Wealth Management, LLC | 1.64% | Add +0.8% | 124,264 | $6.3M |
| First Heartland Consultants, Inc. | 0.48% | Reduce -10.0% | 116,371 | $5.9M |
| Arkansas Financial Group, Inc. | 0.85% | Reduce -8.8% | 113,635 | $5.8M |
| Brady Martz Wealth Solutions, LLC | 1.02% | Reduce -4.5% | 110,994 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -16.9% | 107,909 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +2.5% | 105,110 | $5.3M |
| Comerica Bank | 0.02% | Reduce -5.8% | 105,075 | $5.3M |
| Summit Financial, LLC | 0.08% | New | 98,006 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.4% | 94,938 | $4.8M |
| Lake Street Private Wealth, LLC | 0.60% | Reduce -5.2% | 91,900 | $4.7M |
| Allworth Financial LP | 0.02% | Reduce -7.0% | 89,884 | $4.6M |
| FSB Premier Wealth Management, Inc. | 1.48% | Reduce -0.7% | 88,759 | $4.5M |
| Mgo One Seven LLC | 0.10% | Reduce -0.1% | 88,012 | $4.5M |
| Prestige Wealth Management Group LLC | 0.85% | Reduce -5.1% | 86,849 | $4.4M |
| Country Trust Bank | 0.10% | Add +0.7% | 85,628 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +18.8% | 81,804 | $4.1M |
| Magnus Financial Group LLC | 0.33% | Reduce -13.5% | 81,722 | $4.1M |
| Foster & Motley Inc. | 0.22% | Add +41.7% | 81,625 | $4.1M |
| Etesian Wealth Advisors, Inc. | 1.36% | Add +2.4% | 81,342 | $4.1M |
| Blackhawk Capital Partners, LLC | 1.52% | Add +5.0% | 76,941 | $3.9M |
| MML Investors Services, LLC | 0.01% | Reduce -32.0% | 76,453 | $3.9M |
| Mariner, LLC | 0.00% | Add +3.3% | 74,491 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -31.7% | 72,108 | $3.7M |
| EdgeRock Capital LLC | 1.01% | Add +6.8% | 71,242 | $3.6M |
| Advance Capital Management, Inc. | 0.15% | Reduce -15.8% | 69,289 | $3.5M |
| Westside Investment Management, Inc. | 0.56% | Add +0.7% | 68,859 | $3.5M |
| Investment Planning Advisors, Inc. | 1.07% | Add +15.6% | 67,294 | $3.4M |
| Inspirion Wealth Advisors, LLC | 0.45% | Add +7.2% | 62,223 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Reduce -7.6% | 56,812 | $2.9M |
| Landmark Wealth Management, LLC | 1.14% | Add +20.4% | 56,662 | $2.9M |
| Clearwater Capital Advisors, LLC | 0.24% | Add +3.8% | 56,041 | $2.8M |
| Waverly Advisors, LLC | 0.03% | No change | 54,920 | $2.8M |
| Uniting Wealth Partners, LLC | 0.65% | New | 53,911 | $2.7M |
| WealthCare Investment Partners, LLC | 0.89% | Add +6.4% | 53,777 | $2.7M |
| Sentinel Pension Advisors, LLC | 0.43% | Reduce -4.7% | 53,472 | $2.7M |
| Creative Planning | 0.00% | Reduce -36.1% | 52,672 | $2.7M |
| Main Line Retirement Advisors, LLC | 1.35% | Reduce -0.5% | 51,874 | $2.6M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Add +1.8% | 51,516 | $2.6M |
| Golden State Wealth Management, LLC | 0.29% | Reduce -0.8% | 51,323 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +4.5% | 48,452 | $2.5M |
| ABLE Financial Group, LLC | 0.52% | Reduce -28.6% | 47,578 | $2.4M |
| Gateway Wealth Partners, LLC | 0.32% | New | 47,442 | $2.4M |
| Seascape Capital Management | 0.69% | Add +110.0% | 47,250 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -86.6% | 46,559 | $2.4M |
| HFG Wealth Management, LLC | 1.25% | Reduce -3.5% | 45,237 | $2.3M |
| Per Stirling Capital Management, LLC. | 0.26% | Add +0.7% | 42,196 | $2.1M |
| Western Wealth Management, LLC | 0.11% | Reduce -10.2% | 41,156 | $2.1M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -25.2% | 40,307 | $2.0M |
| Keystone Financial Group | 0.16% | Reduce -11.4% | 39,975 | $2.0M |
| Heck Capital Advisors, LLC | 0.15% | Add +1.6% | 39,076 | $2.0M |
| Modern Wealth Management, LLC | 0.04% | Reduce -10.1% | 37,620 | $1.9M |
| Weitzel Financial Services, Inc. | 0.77% | Reduce -18.2% | 37,042 | $1.9M |
| Cypress Capital Group | 0.22% | Add +5.0% | 36,900 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Reduce -7.5% | 34,734 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -9.4% | 34,971 | $1.8M |
| Hedeker Wealth, LLC | 0.37% | Add +6.9% | 34,718 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -13.2% | 33,942 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.12% | New | 33,896 | $1.7M |
| Visionary Wealth Advisors | 0.08% | Reduce -50.9% | 33,280 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +260.9% | 33,093 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +31.7% | 32,968 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +5.1% | 32,575 | $1.7M |
| Traction Financial Partners, LLC | 0.99% | Reduce -6.5% | 31,778 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.4% | 31,498 | $1.6M |
| Principal Securities, Inc. | 0.03% | Reduce -4.0% | 31,317 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -17.4% | 30,370 | $1.5M |
| Ogorek Anthony Joseph /NY/ | 0.44% | Reduce -0.2% | 30,186 | $1.5M |
| Verus Capital Partners, LLC | 0.12% | Reduce -77.1% | 29,874 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Add +142.4% | 29,566 | $1.5M |
| Atlas Private Wealth Advisors | 0.37% | Reduce -55.2% | 29,479 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -46.6% | 29,401 | $1.5M |
| Family Capital Management, Inc. | 0.71% | Reduce -6.0% | 29,318 | $1.5M |
| Legacy Solutions, LLC | 1.32% | Add +14.1% | 28,978 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +56.4% | 28,607 | $1.5M |
| GSG Advisors LLC | 0.38% | Add +0.6% | 28,091 | $1.4M |
| Stephens Inc. | 0.02% | No change | 28,115 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 27,905 | $1.4M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -20.9% | 27,318 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.11% | Reduce -2.3% | 26,958 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -69.5% | 26,773 | $1.4M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -4.9% | 24,392 | $1.2M |
| Insight Wealth Strategies, LLC | 0.14% | Reduce -1.4% | 24,209 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Add +0.4% | 23,723 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.1% | 23,679 | $1.2M |
| Bernardo Wealth Planning LLC | 0.23% | Reduce -8.7% | 22,959 | $1.2M |
| Syntegra Private Wealth Group, LLC | 0.11% | Reduce -5.9% | 22,919 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +13.6% | 22,814 | $1.2M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -24.5% | 22,638 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.7% | 22,524 | $1.1M |
| Philip James Wealth Mangement, LLC | 0.13% | Reduce -1.1% | 21,881 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.50% | Reduce -1.9% | 21,702 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Add +18.6% | 21,643 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.8% | 21,459 | $1.1M |
| Summit Wealth Partners, LLC | 0.20% | No change | 21,425 | $1.1M |
| Southland Equity Partners LLC | 0.21% | No change | 20,146 | $1.0M |
| RFG Advisory, LLC | 0.02% | Add +21.1% | 20,007 | $1.0M |
| LVZ, Inc. | 0.11% | Add +1.6% | 19,687 | $998K |
| Milestones Private Investment Advisors LLC | 0.66% | Add +10.1% | 19,195 | $973K |
| EPG Wealth Management LLC | 0.27% | Add +19.6% | 19,124 | $970K |
| Opinicus Capital, Inc. | 0.67% | Add +0.1% | 18,999 | $963K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.8% | 18,826 | $955K |
| Ameritas Advisory Services, LLC | 0.06% | Add +64.8% | 18,808 | $954K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +57.6% | 18,604 | $943K |
| McCarthy & Cox | 0.21% | Add +0.2% | 18,499 | $938K |
| Crumly & Associates Inc. | 0.20% | No change | 18,385 | $932K |
| IFG Advisory, LLC | 0.04% | Add +0.3% | 18,211 | $923K |
| Freedom Investment Management, Inc. | 0.24% | Reduce -39.4% | 18,143 | $920K |
| Financial Strategies Group, Inc. | 0.17% | Add +1.3% | 17,855 | $914K |
| Global Retirement Partners, LLC | 0.02% | Add +56.5% | 17,598 | $892K |
| IFP Advisors, Inc | 0.02% | Add +10.3% | 17,457 | $885K |
| Citadel Advisors | 0.00% | Add +42.1% | 17,386 | $881K |
| Hobart Private Capital, LLC | 0.18% | Add +2.8% | 17,139 | $869K |
| Nilsine Partners, LLC | 0.07% | Reduce -14.9% | 16,247 | $824K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -20.2% | 15,422 | $782K |
| Warren Street Wealth Advisors, LLC | 0.23% | Reduce -1.0% | 15,332 | $777K |
| Friday Financial | 0.32% | Reduce -8.9% | 14,874 | $754K |
| Saxon Interests, Inc. | 0.29% | Add +52.0% | 14,961 | $745K |
| Larson Financial Group LLC | 0.03% | Reduce -26.3% | 14,496 | $735K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -19.7% | 14,411 | $731K |
| &partners | 0.00% | Add +25.0% | 14,122 | $716K |
| Private Trust Co. NA | 0.06% | Add +49.6% | 14,060 | $713K |
| PKS Advisory Services, LLC | 0.16% | Reduce -28.6% | 13,894 | $704K |
| TL Private Wealth | 0.28% | Add +0.2% | 13,738 | $702K |
| NewSquare Capital LLC | 0.05% | Add +4.0% | 13,668 | $693K |
| Security Financial Services, INC. | 0.11% | Add +7.7% | 13,621 | $691K |
| Occidental Asset Management, LLC | 0.08% | Add +7.3% | 13,243 | $671K |
| Cottonwood Capital Advisors, LLC | 0.49% | Reduce -0.4% | 13,138 | $666K |
| First Trust Advisors LP | 0.00% | Add +1.7% | 13,099 | $664K |
| Delos Wealth Advisors, LLC | 0.45% | No change | 13,030 | $661K |
| Geneos Wealth Management Inc. | 0.02% | No change | 12,837 | $651K |
| IHT Wealth Management, LLC | 0.02% | Add +0.8% | 12,741 | $646K |
| VestGen Advisors, LLC | 0.02% | No change | 12,741 | $646K |
| Intellus Advisors LLC | 0.09% | No change | 12,597 | $639K |
| Signature Wealth Management Group | 0.25% | Reduce -7.8% | 12,575 | $638K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.30% | Reduce -25.6% | 12,200 | $619K |
| Forum Private Client Group LLC | 0.22% | Add +89.1% | 12,115 | $614K |
| MAI Capital Management | 0.00% | Reduce -10.1% | 12,062 | $612K |
| Old Mission Investment Co LLC | 0.15% | Reduce -71.2% | 11,912 | $604K |
| Patten Group, Inc. | 0.12% | Reduce -36.3% | 11,718 | $594K |
| Revisor Wealth Management LLC | 0.20% | No change | 11,621 | $591K |
| High Net Worth Advisory Group LLC | 0.14% | Reduce -48.9% | 11,640 | $590K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.20% | No change | 11,397 | $578K |
| WCG Wealth Advisors LLC | 0.04% | Reduce -2.4% | 11,025 | $559K |
| PTM Wealth Management, LLC | 0.33% | Add +1.2% | 10,888 | $553K |
| Csenge Advisory Group | 0.03% | Reduce -4.8% | 10,897 | $553K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 10,631 | $539K |
| Legacy Private Trust Co. | 0.03% | Reduce -76.2% | 10,048 | $509K |
| McDonald Partners LLC | 0.15% | No change | 10,000 | $507K |
| Cozad Asset Management Inc. | 0.04% | No change | 9,964 | $505K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -11.6% | 9,927 | $503K |
| Running Point Capital Advisors, LLC | 0.13% | No change | 9,646 | $489K |
| Flagstar Securities, Inc. | 0.15% | Reduce -60.5% | 9,505 | $482K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +6.3% | 9,462 | $480K |
| Advisory Resource Group | 0.09% | Reduce -4.1% | 9,449 | $479K |
| Impact Partnership Wealth, LLC | 0.07% | Reduce -20.6% | 9,262 | $470K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3.0% | 9,207 | $467K |
| Fragasso Financial Advisors Inc | 0.03% | No change | 8,900 | $452K |
| Sovran Advisors, LLC | 0.04% | Add +6.8% | 8,767 | $449K |
| Financial Enhancement Group LLC | 0.06% | No change | 8,798 | $448K |
| AE Wealth Management LLC | 0.00% | Reduce -19.8% | 8,786 | $445K |
| Flow Traders U.S. LLC | 0.02% | Reduce -25.7% | 8,764 | $444K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -2.2% | 8,629 | $437K |
| Belpointe Asset Management LLC | 0.02% | Reduce -62.5% | 8,506 | $431K |
| World Investment Advisors | 0.01% | Reduce -5.8% | 8,395 | $426K |
| HCR Wealth Advisors | 0.04% | No change | 8,344 | $423K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -5.1% | 8,272 | $419K |
| Pure Financial Advisors, LLC | 0.01% | No change | 8,219 | $417K |
| Maia Wealth LLC | 0.07% | Add +57.4% | 7,790 | $399K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | No change | 7,782 | $395K |
| HRT Financial LP | 0.00% | Reduce -50.5% | 7,773 | $394K |
| Sutton Place Investors LLC | 0.22% | Reduce -10.8% | 7,619 | $386K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.4% | 7,498 | $380K |
| US Bancorp \de | 0.00% | No change | 7,485 | $380K |
| Mach-1 Financial Group, LLC | 0.06% | New | 7,378 | $374K |
| Integrity Advisory Solutions, LLC | 0.06% | — | 7,378 | $374K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.8% | 7,292 | $370K |
| ShoreHaven Wealth Partners, LLC | 0.14% | Add +12.8% | 7,240 | $367K |
| Alta Wealth Advisors LLC | 0.13% | Reduce -1.3% | 7,079 | $359K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -10.4% | 6,903 | $351K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.2% | 6,830 | $346K |
| HBW Advisory Services LLC | 0.04% | Add +43.0% | 6,508 | $330K |
| Regal Investment Advisors LLC | 0.02% | Add +11.3% | 6,489 | $329K |
| Beacon Financial Group | 0.03% | New | 6,451 | $327K |
| Bowman & Co S.C. | 0.14% | Reduce -5.8% | 6,362 | $323K |
| TrueWealth Advisors, LLC | 0.09% | Add +33.9% | 6,357 | $322K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -36.0% | 6,308 | $320K |
| Auour Investments LLC | 0.10% | Add +16.4% | 6,252 | $317K |
| Wheelhouse Advisory Group LLC | 0.14% | Reduce -6.3% | 6,223 | $316K |
| Kovack Advisors, Inc. | 0.03% | Reduce -10.2% | 6,150 | $312K |
| Gentry Private Wealth, LLC | 0.21% | New | 6,033 | $306K |
| Coyle Financial Counsel LLC | 0.07% | Add +12.3% | 6,027 | $306K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 5,926 | $300K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.1% | 5,773 | $293K |
| Marshall Investment Management, LLC | 0.15% | New | 5,536 | $281K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 5,495 | $279K |
| Purus Wealth Management, LLC | 0.09% | Reduce -12.3% | 5,394 | $274K |
| Old Mission Capital LLC | 0.01% | Reduce -77.8% | 5,377 | $273K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -66.9% | 5,356 | $272K |
| StoneX Group Inc. | 0.01% | Reduce -14.3% | 5,218 | $265K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.9% | 5,128 | $260K |
| Valmark Advisers, Inc. | 0.00% | Reduce -38.3% | 5,057 | $256K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -3.4% | 5,051 | $256K |
| Triumph Capital Management | 0.07% | No change | 4,914 | $249K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 4,877 | $247K |
| Owen LaRue, LLC | 0.10% | New | 4,814 | $244K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.22% | Add +4.3% | 4,800 | $243K |
| Catalina Capital Group, LLC | 0.15% | Add +0.5% | 4,707 | $239K |
| QTR Family Wealth, LLC | 0.11% | Add +0.7% | 4,594 | $233K |
| CFO4Life Group, LLC | 0.03% | New | 4,355 | $221K |
| Genesee Capital Advisors, LLC | 0.10% | Add +0.6% | 4,338 | $220K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 4,323 | $219K |
| Condor Capital Management | 0.02% | No change | 4,285 | $217K |
| Chiron Capital Management, LLC | 0.18% | New | 4,200 | $213K |
| PCG Wealth Advisors, LLC | 0.06% | Reduce -53.3% | 4,198 | $213K |
| Pandora Wealth, Inc. | 0.10% | Reduce -27.9% | 3,300 | $167K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.4% | 3,052 | $155K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +7.8% | 2,752 | $140K |
| Fifth Third Bancorp | 0.00% | Add +39.1% | 2,474 | $125K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,233 | $113K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +0.8% | 1,924 | $98K |
| Ancora Advisors LLC | 0.00% | No change | 1,831 | $93K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.6% | 1,767 | $90K |
| Evolution Wealth Management Inc. | 0.08% | Add +196.0% | 1,631 | $83K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,380 | $70K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,366 | $69K |
| IMG Wealth Management, Inc. | 0.04% | No change | 1,290 | $65K |
| Lanark Financial, Inc. | 0.00% | Reduce -50.6% | 1,176 | $60K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.6% | 1,047 | $54K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.6% | 1,014 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,003 | $51K |
| Pineridge Advisors LLC | 0.01% | Reduce -75.8% | 1,003 | $51K |
| Hazlett, Burt & Watson, Inc. | 0.02% | New | 900 | $45K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -3.5% | 830 | $42K |
| Ameriflex Group, Inc. | 0.01% | New | 786 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 539 | $27K |
| CENTRAL TRUST Co | 0.00% | No change | 414 | $21K |
| Tidemark, LLC | 0.01% | Reduce -33.4% | 412 | $21K |
| Wiser Advisor Group LLC | 0.02% | New | 290 | $15K |
| Hollencrest Capital Management | 0.00% | No change | 210 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 183 | $9K |
| PFS Partners, LLC | 0.00% | Reduce -98.3% | 182 | $9K |
| Rossby Financial, LCC | 0.00% | No change | 180 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 183 | $9K |
| Team Financial Group, LLC | 0.00% | No change | 92 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 86 | $4K |
| GoalVest Advisory LLC | 0.00% | New | 75 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 10 | $507 |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.