First Trust Managed MunicipaFMBETF
13F holders, Q1 2026 (March 31)298holders −10
17new positions
23sold out
1famous investor
$50.67avg. 13F price*
At the end of Q1 2026, 298 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, down 10 from Q4 2025. 17 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($169.2M), Wells Fargo & Company ($123.0M) and LPL Financial LLC ($118.0M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $28.2M |
| Exits | 23 | $23.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,718,350 shares bought and 1,895,508 shares sold, net +822,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| Morgan Stanley | 0.01% | Add +13.4% | 3,340,219 | $169.2M |
| Wells Fargo & Company | 0.02% | Add +1.3% | 2,428,741 | $123.0M |
| LPL Financial LLC | 0.03% | Add +0.9% | 2,328,660 | $118.0M |
| Bank of America Corp. | 0.01% | Add +12.2% | 2,046,794 | $103.7M |
| UBS Group AG | 0.02% | Add +3.6% | 1,904,095 | $96.5M |
| Raymond James Financial Inc. | 0.02% | Add +2.8% | 1,224,317 | $62.0M |
| Avantax Planning Partners, Inc. | 1.17% | Reduce -1.3% | 842,907 | $42.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -1.5% | 786,032 | $39.8M |
| OneDigital Investment Advisors LLC | 0.37% | Add +28.6% | 744,427 | $37.7M |
| Janney Montgomery Scott LLC | 0.06% | Add +11.3% | 468,362 | $23.7M |
| Truist Financial Corp. | 0.03% | Add +4.7% | 430,414 | $22.4M |
| NewEdge Advisors, LLC | 0.08% | Add +5.7% | 428,809 | $21.7M |
| Cetera Investment Advisers | 0.02% | Add +2.1% | 418,100 | $21.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.6% | 416,337 | $21.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.6% | 348,146 | $17.6M |
| RMR Wealth Builders | 1.33% | Add +5.5% | 333,050 | $16.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.3% | 323,948 | $16.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +7.5% | 318,032 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +31.9% | 300,472 | $15.2M |
| Stifel Financial Corp. | 0.01% | Add +2.7% | 297,670 | $15.1M |
| True Blue Financial, LLC | 10.76% | Add +8.7% | 269,428 | $13.6M |
| Composition Wealth, LLC | 0.18% | Reduce -78.2% | 253,946 | $12.9M |
| GM Advisory Group, LLC | 0.47% | Reduce -1.8% | 240,580 | $12.2M |
| Independent Advisor Alliance | 0.13% | New | 234,268 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.0% | 223,552 | $11.3M |
| Jones Financial Companies LLLP | 0.01% | Add +25.1% | 223,781 | $11.3M |
| Frisch Financial Group, Inc. | 2.33% | Reduce -25.7% | 220,140 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 185,709 | $9.4M |
| Motco | 0.87% | Reduce -0.1% | 185,023 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Add +168.2% | 178,118 | $9.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +7.8% | 159,105 | $8.1M |
| ERn Financial, LLC | 1.45% | Reduce -4.1% | 152,273 | $7.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.0% | 151,964 | $7.7M |
| Citigroup Inc. | 0.00% | Reduce -19.1% | 151,748 | $7.7M |
| Journey Strategic Wealth LLC | 0.18% | Add +3.6% | 146,105 | $7.4M |
| First Heartland Consultants, Inc. | 0.56% | Add +11.4% | 145,146 | $7.4M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -9.2% | 141,120 | $7.1M |
| BCGM Wealth Management, LLC | 1.76% | Add +13.4% | 138,020 | $7.0M |
| Focus Partners Advisor Solutions, LLC | 0.07% | New | 135,459 | $6.9M |
| HighPoint Advisor Group LLC | 0.28% | Reduce -10.8% | 133,877 | $6.8M |
| Foster & Motley Inc. | 0.33% | Add +17.0% | 127,437 | $6.5M |
| CWA Asset Management Group, LLC | 0.22% | Reduce -5.3% | 126,749 | $6.4M |
| Cwm, LLC | 0.02% | Reduce -6.8% | 123,047 | $6.2M |
| Blackhawk Capital Partners, LLC | 2.12% | Add +53.1% | 114,133 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +173.5% | 108,710 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +5.9% | 108,429 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.5% | 103,233 | $5.2M |
| Brady Martz Wealth Solutions, LLC | 0.86% | Reduce -0.3% | 100,042 | $5.1M |
| Gateway Wealth Partners, LLC | 0.19% | Add +97.5% | 97,524 | $4.9M |
| Summit Financial, LLC | 0.06% | Reduce -2.6% | 96,884 | $4.9M |
| Mgo One Seven LLC | 0.10% | Add +12.0% | 96,740 | $4.9M |
| Equitable Holdings, Inc. | 0.03% | Add +10.7% | 93,637 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.3% | 94,356 | $4.8M |
| MML Investors Services, LLC | 0.01% | Reduce -12.7% | 92,759 | $4.7M |
| Jane Street Group, LLC | 0.01% | Reduce -54.1% | 91,786 | $4.6M |
| Allworth Financial LP | 0.02% | Add +5.4% | 88,794 | $4.5M |
| FSB Premier Wealth Management, Inc. | 1.38% | Add +3.7% | 87,194 | $4.4M |
| Fifth Third Bancorp | 0.01% | Add +3413.5% | 86,924 | $4.4M |
| Etesian Wealth Advisors, Inc. | 1.40% | Add +4.1% | 86,698 | $4.4M |
| Country Trust Bank | 0.08% | Add +7.1% | 84,887 | $4.3M |
| Magnus Financial Group LLC | 0.35% | Reduce -0.3% | 84,022 | $4.3M |
| Prestige Wealth Management Group LLC | 0.83% | Add +13.1% | 83,712 | $4.2M |
| Lake Street Private Wealth, LLC | 0.54% | Reduce -7.4% | 83,500 | $4.2M |
| Advance Capital Management, Inc. | 0.16% | Add +27.7% | 82,571 | $4.2M |
| Investment Planning Advisors, Inc. | 1.07% | Add +2.3% | 76,795 | $3.9M |
| EdgeRock Capital LLC | 1.05% | Add +5.2% | 76,362 | $3.9M |
| Uniting Wealth Partners, LLC | 0.81% | New | 74,667 | $3.8M |
| Arax Advisory Partners | 0.11% | Add +11.6% | 74,092 | $3.8M |
| Westside Investment Management, Inc. | 0.57% | Add +6.9% | 72,959 | $3.7M |
| Per Stirling Capital Management, LLC. | 0.38% | Add +6.4% | 67,837 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -1.8% | 67,481 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +246.0% | 66,293 | $3.4M |
| Landmark Wealth Management, LLC | 0.90% | Add +16.4% | 66,475 | $3.4M |
| Mutual Advisors, LLC | 0.07% | Add +9.0% | 66,394 | $3.4M |
| Seascape Capital Management | 0.94% | No change | 64,250 | $3.3M |
| Arkansas Financial Group, Inc. | 0.45% | Reduce -2.1% | 63,546 | $3.2M |
| Waverly Advisors, LLC | 0.02% | Add +35.0% | 63,519 | $3.2M |
| Hedeker Wealth, LLC | 0.67% | Add +183.3% | 62,644 | $3.2M |
| Citadel Advisors | 0.00% | Add +46.1% | 61,320 | $3.1M |
| WealthCare Investment Partners, LLC | 0.82% | Add +3.5% | 58,435 | $3.0M |
| Capital Financial Group Inc\co\ | 1.57% | Add +1.0% | 56,520 | $2.9M |
| Prospera Financial Services Inc | 0.05% | Add +3.8% | 56,034 | $2.8M |
| Clearwater Capital Advisors, LLC | 0.22% | Reduce -1.1% | 54,627 | $2.8M |
| Inspirion Wealth Advisors, LLC | 0.33% | Reduce -8.0% | 51,938 | $2.6M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Add +6.2% | 51,661 | $2.6M |
| ABLE Financial Group, LLC | 0.51% | Add +2.3% | 51,312 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.38% | Reduce -5.4% | 51,038 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +22.6% | 49,033 | $2.5M |
| Harbour Investments, Inc. | 0.04% | Add +60.9% | 46,237 | $2.3M |
| Golden State Wealth Management, LLC | 0.25% | Reduce -12.5% | 44,925 | $2.3M |
| Arwa LLC | 1.10% | Add +233.7% | 43,532 | $2.2M |
| Western Wealth Management, LLC | 0.08% | Add +9.8% | 43,971 | $2.2M |
| Logan Stone Capital, LLC | 0.61% | New | 43,106 | $2.2M |
| Heck Capital Advisors, LLC | 0.16% | Add +16.2% | 42,663 | $2.2M |
| HFG Wealth Management, LLC | 1.15% | Add +16.3% | 41,072 | $2.1M |
| Creative Planning | 0.00% | Reduce -3.5% | 40,150 | $2.0M |
| Principal Securities, Inc. | 0.03% | Add +3.3% | 38,041 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Add +7.9% | 37,926 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +23.9% | 37,852 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +23.9% | 37,852 | $1.9M |
| Merit Financial Group, LLC | 0.01% | Add +20.7% | 37,125 | $1.9M |
| Weitzel Financial Services, Inc. | 0.70% | Reduce -2.4% | 36,730 | $1.9M |
| Keystone Financial Group | 0.12% | Reduce -5.6% | 35,858 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -4.3% | 34,961 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.3% | 34,953 | $1.8M |
| Atlas Private Wealth Advisors | 0.40% | Add +15.5% | 33,367 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +45.3% | 32,814 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -3.2% | 32,269 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +24.1% | 31,797 | $1.6M |
| Legacy Solutions, LLC | 1.49% | Add +7.2% | 31,696 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -1.5% | 31,681 | $1.6M |
| Friday Financial | 0.55% | No change | 31,429 | $1.6M |
| Verus Capital Partners, LLC | 0.11% | Reduce -1.4% | 30,702 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -7.6% | 30,667 | $1.6M |
| Family Capital Management, Inc. | 0.68% | Reduce -2.3% | 30,052 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.1% | 29,485 | $1.5M |
| Keating Financial Advisory Services, Inc. | 0.24% | Add +20.4% | 29,435 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.0% | 28,176 | $1.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.25% | Add +39.8% | 27,815 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +6.4% | 27,212 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -2.5% | 26,445 | $1.3M |
| Strategic Financial Partners, Ltd. | 0.57% | Add +7.9% | 26,147 | $1.3M |
| Insight Wealth Strategies, LLC | 0.15% | Add +5.4% | 26,129 | $1.3M |
| Forum Finance Group S.A. | 0.71% | — | 32,049 | $1.3M |
| GSG Advisors LLC | 0.34% | Add +0.7% | 25,654 | $1.3M |
| Traction Financial Partners, LLC | 0.80% | Reduce -16.4% | 25,631 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -9.7% | 25,386 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -7.4% | 25,247 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Add +5.4% | 24,369 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +16.0% | 24,034 | $1.2M |
| IFP Advisors, Inc | 0.03% | Add +37.0% | 23,906 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +0.4% | 23,905 | $1.2M |
| Clear Creek Financial Management, LLC | 0.09% | Add +0.6% | 22,592 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 22,355 | $1.1M |
| &partners | 0.01% | Reduce -10.5% | 22,262 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.2% | 21,942 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.11% | Reduce -3.6% | 21,873 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -15.7% | 21,869 | $1.1M |
| Summit Wealth Partners, LLC | 0.17% | No change | 21,425 | $1.1M |
| Bernardo Wealth Planning LLC | 0.21% | Reduce -0.3% | 21,327 | $1.1M |
| Philip James Wealth Mangement, LLC | 0.13% | Reduce -5.7% | 20,756 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +33.9% | 20,703 | $1.0M |
| Hobart Private Capital, LLC | 0.20% | Add +19.4% | 20,463 | $1.0M |
| Financial Strategies Group, Inc. | 0.16% | Add +3.5% | 18,957 | $971K |
| Milestones Private Investment Advisors LLC | 0.85% | Add +0.4% | 19,156 | $970K |
| Kintra Wealth, LLC | 0.07% | Add +16.9% | 18,742 | $949K |
| Scissortail Wealth Management, LLC | 0.19% | New | 18,639 | $944K |
| Crumly & Associates Inc. | 0.20% | No change | 18,385 | $931K |
| LVZ, Inc. | 0.10% | Add +0.4% | 18,063 | $915K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +51.7% | 17,998 | $912K |
| EPG Wealth Management LLC | 0.25% | Add +2.9% | 17,904 | $907K |
| Forum Private Client Group LLC | 0.29% | Add +39.0% | 17,212 | $872K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +5.5% | 17,085 | $866K |
| Brookstone Capital Management | 0.01% | Add +106.7% | 16,800 | $851K |
| PKS Advisory Services, LLC | 0.19% | Add +22.6% | 16,280 | $825K |
| Southland Equity Partners LLC | 0.16% | Reduce -1.4% | 16,238 | $823K |
| Gilbert & Cook, Inc. | 0.10% | No change | 16,036 | $812K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +100.0% | 15,564 | $788K |
| Warren Street Wealth Advisors, LLC | 0.20% | Reduce -1.0% | 15,185 | $769K |
| Cypress Capital Group | 0.08% | Reduce -37.7% | 14,850 | $752K |
| Saxon Interests, Inc. | 0.26% | No change | 14,803 | $750K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -6.6% | 14,727 | $746K |
| Occidental Asset Management, LLC | 0.09% | Add +0.1% | 14,563 | $738K |
| TL Private Wealth | 0.28% | Add +0.8% | 13,956 | $714K |
| High Net Worth Advisory Group LLC | 0.17% | Add +39.8% | 14,057 | $712K |
| Main Line Retirement Advisors, LLC | 0.35% | Add +0.6% | 13,968 | $708K |
| Geneos Wealth Management Inc. | 0.02% | Add +6.4% | 13,846 | $701K |
| Opinicus Capital, Inc. | 0.48% | Add +0.6% | 13,538 | $686K |
| Security Financial Services, INC. | 0.11% | Add +0.9% | 13,515 | $685K |
| Cottonwood Capital Advisors, LLC | 0.47% | Add +0.3% | 13,161 | $667K |
| First Trust Advisors LP | 0.00% | Reduce -6.2% | 13,076 | $662K |
| Delos Wealth Advisors, LLC | 0.38% | No change | 13,030 | $660K |
| Avestar Capital, LLC | 0.05% | Add +168.0% | 12,996 | $658K |
| Hilton Head Capital Partners, LLC | 0.37% | Reduce -2.9% | 12,822 | $650K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -5.5% | 12,699 | $643K |
| Ameritas Advisory Services, LLC | 0.03% | Add +0.1% | 12,695 | $643K |
| IHT Wealth Management, LLC | 0.01% | Reduce -5.2% | 12,549 | $636K |
| NewSquare Capital LLC | 0.06% | Add +4.1% | 12,538 | $635K |
| Patten Group, Inc. | 0.11% | Add +8.7% | 12,522 | $634K |
| QP Wealth Management, LLC | 1.07% | Reduce -13.2% | 12,360 | $626K |
| Pinnacle Bancorp, Inc. | 0.18% | Add +268.5% | 12,352 | $626K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.29% | New | 12,200 | $618K |
| Private Trust Co. NA | 0.05% | Reduce -20.4% | 12,078 | $612K |
| Triumph Capital Management | 0.12% | Add +51.3% | 11,594 | $587K |
| Modern Wealth Management, LLC | 0.01% | Reduce -37.5% | 11,124 | $565K |
| Larson Financial Group LLC | 0.02% | Reduce -16.0% | 10,960 | $555K |
| Signature Wealth Management Group | 0.21% | Reduce -12.1% | 10,741 | $544K |
| MAI Capital Management | 0.00% | Reduce -0.5% | 10,537 | $534K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.9% | 10,518 | $533K |
| Nilsine Partners, LLC | 0.04% | Reduce -0.7% | 9,999 | $512K |
| Old Mission Investment Co LLC | 0.12% | No change | 10,079 | $511K |
| Legacy Private Trust Co. | 0.03% | No change | 10,048 | $509K |
| McDonald Partners LLC | 0.12% | No change | 10,000 | $507K |
| Cerity Partners LLC | 0.00% | New | 9,494 | $481K |
| AE Wealth Management LLC | 0.00% | Add +14.5% | 9,439 | $478K |
| Sovran Advisors, LLC | 0.04% | Add +9.1% | 9,340 | $477K |
| PTM Wealth Management, LLC | 0.24% | Reduce -8.7% | 9,065 | $461K |
| Old Mission Capital LLC | 0.01% | Reduce -68.8% | 9,042 | $458K |
| Fragasso Financial Advisors Inc | 0.03% | No change | 8,900 | $453K |
| Zacks Investment Management | 0.00% | No change | 8,915 | $452K |
| Financial Enhancement Group LLC | 0.06% | No change | 8,798 | $452K |
| Maia Wealth LLC | 0.08% | Add +12.2% | 8,904 | $451K |
| Rehmann Capital Advisory Group | 0.02% | Add +28.8% | 8,911 | $451K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -1.9% | 8,705 | $441K |
| Belpointe Asset Management LLC | 0.02% | Reduce -3.6% | 8,677 | $440K |
| World Investment Advisors | 0.01% | Add +3.7% | 8,410 | $426K |
| HCR Wealth Advisors | 0.04% | No change | 8,344 | $423K |
| Advisory Resource Group | 0.07% | Add +0.9% | 8,307 | $421K |
| Pure Financial Advisors, LLC | 0.01% | No change | 8,219 | $416K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +4.0% | 8,186 | $415K |
| Cadia Private Client LLC | 0.33% | Add +0.4% | 8,041 | $407K |
| Ogorek Anthony Joseph /NY/ | 0.11% | Add +3.0% | 7,890 | $399K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -22.5% | 7,675 | $389K |
| Ruggiero Investments, Inc. | 0.37% | Add +0.9% | 7,602 | $385K |
| Cornerstone Wealth, LLC | 0.22% | — | 7,515 | $385K |
| ShoreHaven Wealth Partners, LLC | 0.13% | Reduce -2.7% | 7,379 | $374K |
| Cooksen Wealth, LLC | 0.27% | Reduce -40.9% | 7,332 | $371K |
| Sutton Place Investors LLC | 0.19% | Add +0.7% | 6,897 | $349K |
| Total Clarity Wealth Management, Inc. | 0.08% | New | 6,867 | $348K |
| Auour Investments LLC | 0.11% | Reduce -6.7% | 6,772 | $343K |
| Beacon Financial Group | 0.03% | No change | 6,451 | $327K |
| VestGen Advisors, LLC | 0.01% | Add +6.6% | 6,324 | $323K |
| Kovack Advisors, Inc. | 0.02% | No change | 6,193 | $315K |
| Coyle Financial Counsel LLC | 0.07% | No change | 6,204 | $314K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -25.7% | 6,107 | $309K |
| Cozad Asset Management Inc. | 0.02% | No change | 6,064 | $307K |
| Alta Wealth Advisors LLC | 0.10% | Reduce -1.5% | 6,011 | $305K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 5,926 | $300K |
| Proactive Wealth Strategies LLC | 0.06% | New | 5,791 | $293K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.08% | Reduce -49.5% | 5,761 | $292K |
| Csenge Advisory Group | 0.01% | Reduce -32.6% | 5,733 | $290K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -3.4% | 5,711 | $289K |
| Regal Investment Advisors LLC | 0.02% | Reduce -1.6% | 5,479 | $278K |
| Wealth Advisors Northwest LLC | 0.12% | New | 5,428 | $275K |
| Crusonia Wealth Advisors LLC | 0.06% | Add +0.4% | 5,414 | $274K |
| Smithfield Trust Co | 0.01% | No change | 5,350 | $271K |
| CoreCap Advisors, LLC | 0.01% | Add +16.0% | 5,281 | $268K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.9% | 5,219 | $267K |
| Wheelhouse Advisory Group LLC | 0.08% | Reduce -5.0% | 4,922 | $249K |
| Owen LaRue, LLC | 0.10% | Add +0.9% | 4,899 | $248K |
| CFO4Life Group, LLC | 0.04% | Add +0.3% | 4,896 | $248K |
| Fiduciary Financial Advisors | 0.22% | — | 4,826 | $244K |
| Catalina Capital Group, LLC | 0.15% | Add +0.5% | 4,755 | $241K |
| QTR Family Wealth, LLC | 0.10% | Add +0.5% | 4,657 | $238K |
| Quantinno Capital Management LP | 0.00% | New | 4,683 | $237K |
| Gentry Private Wealth, LLC | 0.14% | Add +1.5% | 4,653 | $236K |
| HBW Advisory Services LLC | 0.02% | Reduce -27.2% | 4,537 | $230K |
| Valmark Advisers, Inc. | 0.00% | Add +3.7% | 4,443 | $225K |
| Advisortrust Partners, LLC | 0.09% | No change | 4,441 | $225K |
| Genesee Capital Advisors, LLC | 0.09% | Add +0.6% | 4,389 | $222K |
| Purus Wealth Management, LLC | 0.07% | Reduce -3.6% | 4,304 | $218K |
| Condor Capital Management | 0.02% | No change | 4,285 | $217K |
| Revisor Wealth Management LLC | 0.06% | No change | 4,243 | $215K |
| Flagstar Securities, Inc. | 0.08% | Reduce -9.0% | 4,237 | $215K |
| Visionary Wealth Advisors | 0.01% | Reduce -10.6% | 4,222 | $214K |
| Millington Financial Advisors, LLC | 0.09% | No change | 4,172 | $214K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -52.4% | 4,117 | $209K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Add +41.0% | 4,064 | $206K |
| Clarity Capital Advisors, LLC | 0.09% | No change | 3,997 | $202K |
| Ellis Investment Partners, LLC | 0.04% | Add +0.9% | 3,984 | $202K |
| IMG Wealth Management, Inc. | 0.08% | Add +96.2% | 2,531 | $128K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,473 | $126K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,233 | $113K |
| Basepoint Wealth LLC | 0.06% | Add +0.9% | 2,079 | $105K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +0.9% | 1,958 | $99K |
| BlackRock, Inc. | 0.00% | New | 1,875 | $95K |
| Ancora Advisors LLC | 0.00% | No change | 1,831 | $93K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,380 | $70K |
| Legacy Wealth Managment, LLC | 0.03% | Add +339.0% | 1,374 | $70K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,250 | $63K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.5% | 1,242 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -63.0% | 1,236 | $63K |
| Lanark Financial, Inc. | 0.00% | No change | 1,176 | $60K |
| US Bancorp \de | 0.00% | Reduce -90.5% | 1,106 | $56K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.3% | 1,070 | $55K |
| Ascentis Independent Advisors | 0.00% | New | 1,041 | $53K |
| Marshall Investment Management, LLC | 0.02% | New | 927 | $47K |
| Evolution Wealth Management Inc. | 0.03% | Reduce -44.3% | 909 | $46K |
| GoalVest Advisory LLC | 0.01% | New | 807 | $41K |
| Frazier Financial Advisors, LLC | 0.02% | New | 609 | $31K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 539 | $27K |
| CENTRAL TRUST Co | 0.00% | No change | 414 | $21K |
| Ameriflex Group, Inc. | 0.01% | No change | 393 | $20K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -98.6% | 276 | $14K |
| Tidemark, LLC | 0.00% | Reduce -48.5% | 212 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 210 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 202 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 187 | $9K |
| PFS Partners, LLC | 0.00% | Add +1.1% | 185 | $9K |
| Rossby Financial, LCC | 0.00% | No change | 180 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 183 | $9K |
| Bank of Montreal | 0.00% | New | 118 | $6K |
| Team Financial Group, LLC | 0.00% | No change | 92 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 86 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -35.7% | 18 | $899 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 10 | $507 |
| High Note Wealth, LLC | 0.00% | No change | 10 | $507 |
| Benson Wealth Management INC | 0.00% | No change | 8 | $405 |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.