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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
226
Kovack Advisors
Florida
$366K -$36.1K -700 -9%
CIA
227
Concurrent Investment Advisors
Florida
$354K +$352K +6,809 New
CCG
228
Catalina Capital Group
California
$344K -$68.6K -1,329 -17%
KWM
229
Kingsview Wealth Management
Oregon
$343K -$11.1K -215 -3%
PWM
230
Purus Wealth Management
California
$335K -$6.04K -117 -2%
OC
231
Oppenheimer & Co
New York
$332K -$51.6K -1,000 -14%
CAM
232
Cozad Asset Management
Illinois
$325K +$568 +11 +0.2%
CW
233
Cooksen Wealth
Texas
$325K -$6.35K -123 -2%
EWS
234
Evergreen Wealth Solutions
Pennsylvania
$323K +$1.45K +28 +0.5%
MFS
235
McNamara Financial Services
Massachusetts
$318K +$3.25K +63 +1%
SG
236
StoneX Group
New York
$316K +$314K +6,090 New
MAS
237
Meeder Advisory Services
Ohio
$315K -$32.6K -631 -9%
AI
238
Auour Investments
Massachusetts
$314K -$54.6K -1,058 -15%
FWM
239
Fairhaven Wealth Management
Illinois
$312K – – –
RIA
240
Regal Investment Advisors
Michigan
$300K -$99.8K -1,932 -25%
ODG
241
O'Dell Group
Ohio
$295K +$40.4K +783 +16%
PWS
242
Proactive Wealth Strategies
Georgia
$286K +$284K +5,499 New
GWSG
243
GPS Wealth Strategies Group
Colorado
$286K – – –
HIM
244
Hanlon Investment Management
New Jersey
$280K – – –
RJT
245
Raymond James Trust
Florida
$275K -$114K -2,217 -30%
GWM
246
Geneos Wealth Management
Colorado
$274K – – –
TSWM
247
Tyler-Stone Wealth Management
Ohio
$273K +$137K +2,647 +102%
PFS
248
Prospect Financial Services
New York
$270K +$50.1K +970 +23%
SEIA
249
Signature Estate & Investment Advisors
California
$268K – – –
PMFA
250
Plante Moran Financial Advisors
Michigan
$262K – – –
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10
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