First Trust Managed MunicipaFMBETF
13F holders, Q2 2026 (June 30)307holders +9
28new positions
15sold out
1famous investor
$51.36avg. 13F price*
At the end of Q2 2026, 307 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, up 9 from Q1 2026. 28 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($179.6M), LPL Financial LLC ($124.5M) and Wells Fargo & Company ($109.3M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $37.3M |
| Exits | 15 | $16.0M |
All 13F filers, Q1 2026 → Q2 2026: 2,026,879 shares bought and 1,092,120 shares sold, net +934,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 307 holders
| Morgan Stanley | 0.01% | Add +4.7% | 3,496,125 | $179.6M |
| LPL Financial LLC | 0.03% | Add +4.1% | 2,423,152 | $124.5M |
| Wells Fargo & Company | 0.02% | Reduce -12.4% | 2,127,424 | $109.3M |
| Bank of America Corp. | 0.01% | Add +1.5% | 2,078,113 | $106.7M |
| UBS Group AG | 0.02% | Reduce -0.7% | 1,891,649 | $97.2M |
| Raymond James Financial Inc. | 0.02% | Add +2.6% | 1,256,709 | $64.6M |
| Osaic Holdings, Inc. | 0.06% | Add +16.0% | 911,907 | $46.8M |
| Avantax Planning Partners, Inc. | 1.07% | Reduce -0.7% | 837,252 | $43.0M |
| OneDigital Investment Advisors LLC | 0.34% | Add +5.1% | 782,447 | $40.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +11.0% | 519,985 | $26.7M |
| NewEdge Advisors, LLC | 0.08% | Add +16.1% | 497,684 | $25.6M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 443,110 | $22.8M |
| Truist Financial Corp. | 0.03% | Reduce -0.4% | 428,848 | $22.0M |
| Cetera Investment Advisers | 0.02% | Reduce -5.1% | 396,678 | $20.4M |
| RMR Wealth Builders | 1.12% | Add +5.6% | 351,741 | $18.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.4% | 349,602 | $18.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.6% | 345,208 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.3% | 331,431 | $17.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.8% | 323,763 | $16.6M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 298,518 | $15.3M |
| True Blue Financial, LLC | 6.11% | Add +4.7% | 281,978 | $14.5M |
| Jones Financial Companies LLLP | 0.01% | Add +22.4% | 273,980 | $14.1M |
| Composition Wealth, LLC | 0.15% | Reduce -1.0% | 251,295 | $12.9M |
| Wealthspire Advisors, LLC | 0.07% | New | 245,248 | $12.6M |
| Frisch Financial Group, Inc. | 2.01% | Add +3.7% | 228,347 | $11.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.2% | 209,609 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +17.4% | 186,856 | $9.6M |
| Motco | 0.81% | No change | 185,023 | $9.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 184,281 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 179,008 | $9.2M |
| Vise Technologies, Inc. | 0.10% | New | 169,893 | $8.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.9% | 164,013 | $8.4M |
| First Heartland Consultants, Inc. | 0.53% | Add +9.4% | 158,769 | $8.2M |
| ERn Financial, LLC | 1.30% | Add +0.3% | 152,769 | $7.8M |
| Foster & Motley Inc. | 0.36% | Add +19.6% | 152,469 | $7.8M |
| BCGM Wealth Management, LLC | 1.61% | Add +7.1% | 147,834 | $7.6M |
| Citigroup Inc. | 0.00% | Reduce -2.6% | 147,830 | $7.6M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -0.8% | 134,362 | $6.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -4.9% | 134,195 | $6.9M |
| HighPoint Advisor Group LLC | 0.24% | Reduce -2.6% | 130,420 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +35.0% | 127,378 | $6.5M |
| CWA Asset Management Group, LLC | 0.20% | Add +0.3% | 127,174 | $6.5M |
| Blackhawk Capital Partners, LLC | 1.95% | Add +1.6% | 115,918 | $6.0M |
| MML Investors Services, LLC | 0.01% | Add +22.3% | 113,429 | $5.8M |
| Arax Advisory Partners | 0.04% | Add +50.1% | 111,229 | $5.7M |
| Logan Stone Capital, LLC | 1.18% | Add +153.0% | 109,061 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.3% | 108,351 | $5.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.8% | 105,378 | $5.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.9% | 104,206 | $5.4M |
| Mgo One Seven LLC | 0.09% | Add +3.5% | 100,177 | $5.1M |
| Brady Martz Wealth Solutions, LLC | 0.76% | Reduce -2.5% | 97,549 | $5.0M |
| Equitable Holdings, Inc. | 0.03% | Add +2.9% | 96,313 | $4.9M |
| Allworth Financial LP | 0.02% | Add +7.5% | 95,493 | $4.9M |
| Advance Capital Management, Inc. | 0.15% | Add +10.8% | 91,522 | $4.7M |
| Country Trust Bank | 0.08% | Add +3.8% | 88,133 | $4.5M |
| FSB Premier Wealth Management, Inc. | 1.26% | Reduce -0.1% | 87,089 | $4.5M |
| Magnus Financial Group LLC | 0.31% | Add +2.3% | 85,923 | $4.4M |
| Etesian Wealth Advisors, Inc. | 1.30% | Reduce -1.3% | 85,581 | $4.4M |
| Prestige Wealth Management Group LLC | 0.77% | Reduce -0.8% | 83,002 | $4.3M |
| Fifth Third Bancorp | 0.01% | Reduce -7.2% | 80,705 | $4.1M |
| Uniting Wealth Partners, LLC | 0.81% | Add +3.9% | 77,578 | $4.0M |
| Investment Planning Advisors, Inc. | 0.92% | Add +1.0% | 77,540 | $4.0M |
| Landmark Wealth Management, LLC | 0.88% | Add +8.1% | 71,872 | $3.7M |
| Westside Investment Management, Inc. | 0.48% | Reduce -2.8% | 70,950 | $3.6M |
| EdgeRock Capital LLC | 0.80% | Reduce -9.7% | 68,971 | $3.5M |
| Mariner, LLC | 0.00% | Add +1.6% | 68,562 | $3.5M |
| Gateway Wealth Partners, LLC | 0.21% | Reduce -30.2% | 68,048 | $3.5M |
| Mutual Advisors, LLC | 0.07% | Add +2.1% | 67,769 | $3.5M |
| ABLE Financial Group, LLC | 0.56% | Add +26.3% | 64,829 | $3.3M |
| Seascape Capital Management | 0.79% | No change | 64,250 | $3.3M |
| Waverly Advisors, LLC | 0.02% | Add +0.4% | 63,752 | $3.3M |
| Arkansas Financial Group, Inc. | 0.42% | Reduce -0.4% | 63,304 | $3.3M |
| Vaquero Private Wealth, Ltd. | 0.66% | — | 62,463 | $3.2M |
| Per Stirling Capital Management, LLC. | 0.29% | Reduce -11.2% | 60,230 | $3.1M |
| WealthCare Investment Partners, LLC | 0.74% | Add +1.0% | 59,000 | $3.0M |
| Elequin Capital, LP | 0.52% | New | 58,398 | $3.0M |
| Prospera Financial Services Inc | 0.04% | Add +2.4% | 57,368 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.6% | 57,269 | $2.9M |
| Hedeker Wealth, LLC | 0.56% | Reduce -9.3% | 56,785 | $2.9M |
| Capital Financial Group Inc\co\ | 1.52% | Add +0.1% | 56,560 | $2.9M |
| Lake Street Private Wealth, LLC | 0.33% | Reduce -32.3% | 56,500 | $2.9M |
| Clearwater Capital Advisors, LLC | 0.21% | Add +1.7% | 55,553 | $2.9M |
| Arwa LLC | 1.18% | Add +27.8% | 55,650 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +44.9% | 54,938 | $2.8M |
| Inspirion Wealth Advisors, LLC | 0.30% | Reduce -0.8% | 51,538 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.34% | Add +0.3% | 51,218 | $2.6M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Reduce -5.3% | 48,915 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +124.7% | 46,527 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.3% | 44,983 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -27.4% | 44,542 | $2.3M |
| Principal Securities, Inc. | 0.03% | Add +15.8% | 44,033 | $2.3M |
| Golden State Wealth Management, LLC | 0.20% | Reduce -3.4% | 43,391 | $2.2M |
| Heck Capital Advisors, LLC | 0.13% | Add +0.8% | 42,983 | $2.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -7.2% | 42,917 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +12.2% | 42,479 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +12.2% | 42,479 | $2.2M |
| Midwest Financial Group LLC | 0.76% | New | 42,306 | $2.2M |
| RFG Advisory, LLC | 0.03% | Add +31.4% | 41,784 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +19.2% | 41,658 | $2.1M |
| Keystone Financial Group | 0.12% | Add +12.4% | 40,306 | $2.1M |
| GatePass Capital, LLC | 0.77% | New | 38,438 | $2.0M |
| Weitzel Financial Services, Inc. | 0.65% | Add +0.5% | 36,910 | $1.9M |
| Western Wealth Management, LLC | 0.06% | Reduce -17.1% | 36,430 | $1.9M |
| Friday Financial | 0.49% | Add +14.1% | 35,854 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.2% | 35,020 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -62.3% | 34,600 | $1.8M |
| Keating Financial Advisory Services, Inc. | 0.23% | Add +14.4% | 33,688 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.7% | 33,045 | $1.7M |
| Legacy Solutions, LLC | 1.35% | Add +2.1% | 32,379 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.8% | 32,021 | $1.6M |
| Family Capital Management, Inc. | 0.64% | Add +6.5% | 32,004 | $1.6M |
| Creative Planning | 0.00% | Reduce -20.9% | 31,742 | $1.6M |
| Atlas Private Wealth Advisors | 0.35% | Reduce -6.0% | 31,365 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -1.4% | 30,230 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -5.0% | 30,111 | $1.5M |
| Verus Capital Partners, LLC | 0.08% | Reduce -2.4% | 29,962 | $1.5M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.22% | Add +6.2% | 29,538 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +4.3% | 29,401 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.4% | 29,363 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +5.9% | 28,816 | $1.5M |
| Insight Wealth Strategies, LLC | 0.14% | Add +6.9% | 27,942 | $1.4M |
| Clear Creek Financial Management, LLC | 0.09% | Add +19.0% | 26,885 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -0.3% | 26,368 | $1.4M |
| &partners | 0.01% | Add +17.2% | 26,093 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Add +6.3% | 25,912 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +18.1% | 25,907 | $1.3M |
| Hobart Private Capital, LLC | 0.23% | Add +26.6% | 25,901 | $1.3M |
| Forum Finance Group S.A. | 0.48% | No change | 32,049 | $1.3M |
| GSG Advisors LLC | 0.29% | Add +0.7% | 25,831 | $1.3M |
| Strategic Financial Partners, Ltd. | 0.49% | Reduce -3.9% | 25,131 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.9% | 24,779 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +3.0% | 24,767 | $1.3M |
| Fiduciary Financial Advisors | 0.13% | Add +407.0% | 24,466 | $1.3M |
| Sowell Financial Services LLC | 0.04% | Add +0.4% | 24,002 | $1.2M |
| Global Retirement Partners, LLC | 0.02% | — | 23,105 | $1.2M |
| Scissortail Wealth Management, LLC | 0.23% | Add +22.2% | 22,773 | $1.2M |
| IFP Advisors, Inc | 0.02% | Reduce -4.9% | 22,742 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.6% | 21,776 | $1.1M |
| Traction Financial Partners, LLC | 0.59% | Reduce -15.5% | 21,663 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.09% | Reduce -1.6% | 21,529 | $1.1M |
| Summit Wealth Partners, LLC | 0.16% | No change | 21,425 | $1.1M |
| Financial Strategies Group, Inc. | 0.17% | Add +13.8% | 21,567 | $1.1M |
| Occidental Asset Management, LLC | 0.11% | Add +45.6% | 21,210 | $1.1M |
| Chiron Capital Management, LLC | 0.94% | New | 20,467 | $1.1M |
| Bernardo Wealth Planning LLC | 0.18% | Reduce -4.6% | 20,350 | $1.0M |
| Stephens Inc. | 0.01% | Reduce -20.2% | 20,253 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +16.1% | 19,508 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.3% | 19,487 | $1.0M |
| Milestones Private Investment Advisors LLC | 0.78% | No change | 19,156 | $984K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +11.2% | 18,992 | $976K |
| Kintra Wealth, LLC | 0.05% | Add +1.1% | 18,958 | $962K |
| Crumly & Associates Inc. | 0.18% | No change | 18,385 | $944K |
| EPG Wealth Management LLC | 0.23% | Add +2.6% | 18,365 | $943K |
| Philip James Wealth Mangement, LLC | 0.11% | Reduce -11.5% | 18,361 | $943K |
| TL Private Wealth | 0.34% | Add +28.8% | 17,973 | $922K |
| Cary Street Partners Financial LLC | 0.02% | New | 17,768 | $913K |
| Forum Private Client Group LLC | 0.26% | Add +0.2% | 17,250 | $886K |
| LVZ, Inc. | 0.09% | Reduce -4.8% | 17,194 | $883K |
| Ameritas Advisory Services, LLC | 0.02% | Add +32.8% | 16,862 | $866K |
| PKS Advisory Services, LLC | 0.13% | Add +0.2% | 16,319 | $838K |
| Southland Equity Partners LLC | 0.15% | No change | 16,238 | $834K |
| Gilbert & Cook, Inc. | 0.09% | No change | 16,036 | $824K |
| Merit Financial Group, LLC | 0.01% | Reduce -57.0% | 15,971 | $820K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,468 | $795K |
| IFG Advisory, LLC | 0.03% | New | 15,304 | $786K |
| High Net Worth Advisory Group LLC | 0.17% | Add +8.2% | 15,215 | $782K |
| Warren Street Wealth Advisors, LLC | 0.17% | Reduce -1.9% | 14,892 | $765K |
| Geneos Wealth Management Inc. | 0.02% | Add +7.4% | 14,867 | $764K |
| Saxon Interests, Inc. | 0.21% | No change | 14,803 | $760K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -1.4% | 14,524 | $746K |
| Main Line Retirement Advisors, LLC | 0.33% | Add +0.6% | 14,050 | $722K |
| White Wing Wealth Management | 0.37% | New | 13,909 | $714K |
| Natixis Advisors, LLC | 0.00% | New | 13,828 | $710K |
| Opinicus Capital, Inc. | 0.38% | Add +0.9% | 13,663 | $702K |
| Cadia Private Client LLC | 0.49% | Add +64.7% | 13,241 | $680K |
| First Trust Advisors LP | 0.00% | Add +0.8% | 13,181 | $677K |
| Cottonwood Capital Advisors, LLC | 0.41% | Reduce -0.6% | 13,087 | $672K |
| Delos Wealth Advisors, LLC | 0.34% | No change | 13,030 | $669K |
| Avestar Capital, LLC | 0.04% | No change | 12,996 | $668K |
| Pinnacle Bancorp, Inc. | 0.17% | Add +4.0% | 12,852 | $660K |
| NewSquare Capital LLC | 0.05% | Add +1.8% | 12,769 | $656K |
| Private Trust Co. NA | 0.05% | Add +5.1% | 12,694 | $652K |
| Patten Group, Inc. | 0.10% | No change | 12,522 | $643K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.25% | No change | 12,200 | $627K |
| Total Clarity Wealth Management, Inc. | 0.12% | Add +76.3% | 12,107 | $622K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -4.8% | 12,084 | $621K |
| QP Wealth Management, LLC | 0.84% | Reduce -7.5% | 11,435 | $587K |
| Triumph Capital Management | 0.11% | Reduce -2.2% | 11,344 | $583K |
| Kovack Advisors, Inc. | 0.03% | Add +80.7% | 11,193 | $575K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.13% | Add +70.9% | 9,845 | $560K |
| Hilton Head Capital Partners, LLC | 0.28% | Reduce -15.5% | 10,829 | $556K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.7% | 10,798 | $555K |
| Summit Financial, LLC | 0.01% | Reduce -88.9% | 10,797 | $555K |
| IHT Wealth Management, LLC | 0.01% | Reduce -15.8% | 10,569 | $543K |
| MAI Capital Management | 0.00% | Reduce -1.7% | 10,362 | $532K |
| Cypress Capital Group | 0.05% | Reduce -30.6% | 10,300 | $529K |
| HFG Wealth Management, LLC | 0.53% | Reduce -75.3% | 10,163 | $522K |
| Legacy Private Trust Co. | 0.03% | Add +0.5% | 10,098 | $519K |
| Old Mission Investment Co LLC | 0.11% | No change | 10,079 | $518K |
| McDonald Partners LLC | 0.12% | No change | 10,000 | $514K |
| Sovran Advisors, LLC | 0.04% | Add +7.2% | 10,009 | $505K |
| AE Wealth Management LLC | 0.00% | Add +1.3% | 9,563 | $491K |
| Nilsine Partners, LLC | 0.03% | Reduce -6.1% | 9,386 | $482K |
| Worth Financial Advisory Group, LLC | 0.20% | New | 9,342 | $480K |
| Cerity Partners LLC | 0.00% | Reduce -3.7% | 9,143 | $470K |
| Larson Financial Group LLC | 0.01% | Reduce -18.4% | 8,940 | $459K |
| Zacks Investment Management | 0.00% | No change | 8,915 | $458K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 8,900 | $457K |
| PTM Wealth Management, LLC | 0.21% | Reduce -0.1% | 9,057 | $455K |
| Financial Enhancement Group LLC | 0.05% | No change | 8,798 | $452K |
| Susquehanna International Group, LLP | 0.00% | New | 8,757 | $450K |
| Belpointe Asset Management LLC | 0.01% | No change | 8,677 | $446K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -3.3% | 8,415 | $432K |
| Advisory Resource Group | 0.07% | Add +1.3% | 8,411 | $432K |
| HCR Wealth Advisors | 0.04% | No change | 8,344 | $429K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -6.7% | 8,312 | $427K |
| World Investment Advisors | 0.01% | No change | 8,410 | $426K |
| Pure Financial Advisors, LLC | 0.01% | No change | 8,219 | $422K |
| Integrity Advisory Solutions, LLC | 0.04% | No change | 8,186 | $420K |
| Modern Wealth Management, LLC | 0.01% | Reduce -26.7% | 8,155 | $419K |
| ShoreHaven Wealth Partners, LLC | 0.13% | Add +9.9% | 8,109 | $417K |
| Stonebridge Financial Group, LLC | 0.06% | — | 7,943 | $408K |
| Ogorek Anthony Joseph /NY/ | 0.10% | Add +0.2% | 7,904 | $406K |
| Naples Global Advisors, LLC | 0.03% | New | 7,900 | $406K |
| CoreCap Advisors, LLC | 0.01% | Add +49.3% | 7,886 | $405K |
| Farther Finance Advisors, LLC | 0.00% | Add +537.3% | 7,877 | $405K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -50.0% | 7,782 | $400K |
| Cooksen Wealth, LLC | 0.24% | Add +3.2% | 7,569 | $389K |
| LexAurum Advisors, LLC | 0.04% | New | 7,234 | $372K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,996 | $359K |
| Sutton Place Investors LLC | 0.17% | Add +0.6% | 6,938 | $356K |
| Cornerstone Wealth, LLC | 0.18% | Reduce -7.8% | 6,930 | $354K |
| Beacon Financial Group | 0.03% | No change | 6,451 | $331K |
| Coyle Financial Counsel LLC | 0.06% | No change | 6,204 | $319K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,156 | $316K |
| TrueWealth Advisors, LLC | 0.07% | Add +0.7% | 6,149 | $316K |
| Cozad Asset Management Inc. | 0.02% | No change | 6,064 | $312K |
| Alta Wealth Advisors LLC | 0.08% | Add +0.1% | 6,018 | $309K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 5,926 | $304K |
| Proactive Wealth Strategies LLC | 0.05% | Add +0.9% | 5,843 | $300K |
| Csenge Advisory Group | 0.01% | Add +0.9% | 5,786 | $297K |
| Maridea Wealth Management LLC | 0.03% | New | 5,688 | $292K |
| Auour Investments LLC | 0.08% | Reduce -18.4% | 5,529 | $284K |
| Regal Investment Advisors LLC | 0.01% | Add +0.2% | 5,488 | $282K |
| Maia Wealth LLC | 0.04% | Reduce -38.8% | 5,447 | $280K |
| Crusonia Wealth Advisors LLC | 0.05% | Add +0.4% | 5,438 | $279K |
| Wealth Advisors Northwest LLC | 0.10% | No change | 5,428 | $279K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.9% | 5,267 | $271K |
| Owen LaRue, LLC | 0.09% | Add +0.9% | 4,944 | $254K |
| CFO4Life Group, LLC | 0.03% | Add +0.2% | 4,907 | $252K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,849 | $249K |
| QTR Family Wealth, LLC | 0.08% | Add +0.4% | 4,676 | $240K |
| Gentry Private Wealth, LLC | 0.12% | Reduce -4.0% | 4,468 | $230K |
| Advisortrust Partners, LLC | 0.08% | No change | 4,441 | $228K |
| Genesee Capital Advisors, LLC | 0.07% | Add +0.6% | 4,415 | $227K |
| Condor Capital Management | 0.02% | No change | 4,285 | $220K |
| Flagstar Securities, Inc. | 0.07% | Add +0.2% | 4,247 | $218K |
| Revisor Wealth Management LLC | 0.05% | No change | 4,243 | $218K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2167.4% | 4,240 | $218K |
| Visionary Wealth Advisors | 0.01% | Add +0.1% | 4,224 | $217K |
| Purus Wealth Management, LLC | 0.06% | Reduce -2.9% | 4,179 | $215K |
| Millington Financial Advisors, LLC | 0.08% | No change | 4,172 | $213K |
| Valmark Advisers, Inc. | 0.00% | Reduce -6.7% | 4,145 | $213K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,117 | $211K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -0.0% | 4,063 | $209K |
| IMG Wealth Management, Inc. | 0.12% | Add +59.9% | 4,046 | $208K |
| Wheelhouse Advisory Group LLC | 0.06% | Reduce -17.8% | 4,045 | $208K |
| Ellis Investment Partners, LLC | 0.03% | Add +0.9% | 4,020 | $207K |
| Calton & Associates, Inc. | 0.03% | New | 3,984 | $205K |
| Daymark Wealth Partners, LLC | 0.01% | New | 3,965 | $204K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,942 | $203K |
| JPL Wealth Management, LLC | 0.04% | New | 3,897 | $200K |
| International Assets Investment Management, LLC | 0.01% | Add +40.4% | 3,473 | $178K |
| Smithfield Trust Co | 0.01% | Reduce -36.8% | 3,380 | $174K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,233 | $115K |
| Basepoint Wealth LLC | 0.06% | Add +1.0% | 2,099 | $108K |
| Creative Capital Management Investments LLC | 0.02% | New | 2,036 | $105K |
| BlackRock, Inc. | 0.00% | No change | 1,875 | $96K |
| Ancora Advisors LLC | 0.00% | No change | 1,831 | $94K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,380 | $71K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.4% | 1,247 | $64K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,250 | $64K |
| Lanark Financial, Inc. | 0.00% | No change | 1,176 | $60K |
| US Bancorp \de | 0.00% | No change | 1,106 | $57K |
| Evolution Wealth Management Inc. | 0.03% | Add +12.7% | 1,024 | $53K |
| Marshall Investment Management, LLC | 0.02% | Add +1.0% | 936 | $48K |
| GoalVest Advisory LLC | 0.01% | Reduce -14.6% | 689 | $35K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -38.4% | 659 | $33K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 609 | $31K |
| AdvisorNet Financial, Inc | 0.00% | New | 609 | $31K |
| Continuum Advisory, LLC | 0.00% | New | 566 | $29K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 539 | $28K |
| CENTRAL TRUST Co | 0.00% | No change | 414 | $21K |
| Ameriflex Group, Inc. | 0.01% | No change | 393 | $20K |
| Tidemark, LLC | 0.00% | No change | 212 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 202 | $10K |
| PFS Partners, LLC | 0.00% | Add +0.5% | 186 | $10K |
| Rossby Financial, LCC | 0.00% | No change | 180 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 183 | $9K |
| Hollencrest Capital Management | 0.00% | Reduce -33.3% | 140 | $7K |
| REAP Financial Group, LLC | 0.00% | No change | 86 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -90.6% | 26 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 18 | $912 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 10 | $514 |
| High Note Wealth, LLC | 0.00% | No change | 10 | $514 |
| Benson Wealth Management INC | 0.00% | No change | 8 | $411 |
| Russell Investments Group, Ltd. | 0.00% | New | 2 | $86 |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.