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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
76
Foster & Motley
Ohio
$2.87M +$744K +14,948 +35%
SPA
77
Sentinel Pension Advisors
Massachusetts
$2.79M +$20.9K +420 +0.8%
AI
78
Atria Investments
North Carolina
$2.74M -$3M -60,404 -52%
WA
79
Waverly Advisors
Alabama
$2.74M – – –
CCA
80
Clearwater Capital Advisors
Illinois
$2.69M +$242K +4,873 +10%
SW
81
SteelPeak Wealth
California
$2.68M +$110K +2,210 +4%
MLRA
82
Main Line Retirement Advisors
Montana
$2.6M +$101K +2,031 +4%
GSWM
83
Golden State Wealth Management
California
$2.58M -$105K -2,110 -4%
WIP
84
WealthCare Investment Partners
Rhode Island
$2.52M +$51.4K +1,033 +2%
PVI
85
Pine Valley Investments
New Jersey
$2.52M +$196K +3,946 +8%
FAIM
86
Financial Advocates Investment Management
Washington
$2.37M -$1.85M -37,187 -44%
HWM
87
HFG Wealth Management
Texas
$2.36M -$58.2K -1,170 -2%
AAP
88
Arax Advisory Partners
Colorado
$2.36M +$963K +19,364 +69%
LWMNY
89
Landmark Wealth Management (New York)
New York
$2.35M -$1.1M -22,076 -32%
DADC
90
D.A. Davidson & Co
Montana
$2.31M -$136K -2,725 -6%
WWM
91
Western Wealth Management
Colorado
$2.28M -$160K -3,209 -7%
WFS
92
Weitzel Financial Services
Iowa
$2.26M -$99.5K -2,000 -4%
KFGK
93
Keystone Financial Group (Kentucky)
Kentucky
$2.25M +$99.1K +1,992 +5%
LPT
94
Legacy Private Trust
Wisconsin
$2.1M -$381K -7,665 -15%
PSCM
95
Per Stirling Capital Management
Texas
$2.09M +$2.69K +54 +0.1%
MWM
96
Modern Wealth Management
Kansas
$2.08M +$46.6K +937 +2%
SPIA
97
Steward Partners Investment Advisory
New York
$1.95M -$244K -4,899 -11%
SPC
98
Sigma Planning Corp
Michigan
$1.92M +$23.6K +474 +1%
HCA
99
Heck Capital Advisors
Wisconsin
$1.92M -$222K -4,462 -10%
MA
100
Mutual Advisors
Nebraska
$1.85M -$128K -2,563 -6%
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4
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