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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
226
Farther Finance Advisors
California
$405K +$340K +6,641 +537%
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$400K -$398K -7,782 -50%
CW
228
Cooksen Wealth
Texas
$389K +$12.1K +237 +3%
LA
229
LexAurum Advisors
Kansas
$372K +$370K +7,234 New
BPA
230
Beacon Pointe Advisors
California
$359K +$358K +6,996 New
SPI
231
Sutton Place Investors
New York
$356K +$2.1K +41 +0.6%
CW
232
Cornerstone Wealth
Tennessee
$354K -$29.9K -585 -8%
BFG
233
Beacon Financial Group
Texas
$331K – – –
CFC
234
Coyle Financial Counsel
Illinois
$319K – – –
JWCA
235
J.W. Cole Advisors
Florida
$316K +$315K +6,156 New
TA
236
TrueWealth Advisors
Alabama
$316K +$2.15K +42 +0.7%
CAM
237
Cozad Asset Management
Illinois
$312K – – –
AWA
238
Alta Wealth Advisors
Massachusetts
$309K +$358 +7 +0.1%
PMFA
239
Plante Moran Financial Advisors
Michigan
$304K – – –
PWS
240
Proactive Wealth Strategies
Georgia
$300K +$2.66K +52 +0.9%
CAG
241
Csenge Advisory Group
Florida
$297K +$2.71K +53 +0.9%
MWM
242
Maridea Wealth Management
New York
$292K +$291K +5,688 New
AI
243
Auour Investments
Massachusetts
$284K -$63.6K -1,243 -18%
RIA
244
Regal Investment Advisors
Michigan
$282K +$460 +9 +0.2%
MW
245
Maia Wealth
Colorado
$280K -$177K -3,457 -39%
CWA
246
Crusonia Wealth Advisors
Colorado
$279K +$1.23K +24 +0.4%
WAN
247
Wealth Advisors Northwest
Oregon
$279K – – –
IWA
248
Icon Wealth Advisors
Texas
$271K +$2.46K +48 +0.9%
OL
249
Owen LaRue
Kentucky
$254K +$2.3K +45 +0.9%
CG
250
CFO4Life Group
Texas
$252K +$563 +11 +0.2%
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10
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