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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
126
Benjamin Edwards Inc
Missouri
$1.33M +$203K +3,965 +18%
HPC
127
Hobart Private Capital
North Carolina
$1.33M +$278K +5,438 +27%
FFG
128
Forum Finance Group
$1.33M – – –
GA
129
GSG Advisors
New Jersey
$1.33M +$9.05K +177 +0.7%
SFP
130
Strategic Financial Partners
Oregon
$1.29M -$52K -1,016 -4%
CIA
131
Concurrent Investment Advisors
Florida
$1.27M -$23.9K -468 -2%
AWA
132
Arkadios Wealth Advisors
Georgia
$1.27M +$37.5K +733 +3%
APFP
133
Action Point Financial Planning
Michigan
$1.26M +$1M +19,640 +407%
SFS
134
Sowell Financial Services
Arkansas
$1.23M +$4.96K +97 +0.4%
GRP
135
Global Retirement Partners
California
$1.19M +$1.18M +23,105 New
SWM
136
Scissortail Wealth Management
Oklahoma
$1.17M +$211K +4,134 +22%
IA
137
IFP Advisors
Florida
$1.17M -$59.5K -1,164 -5%
KPWS
138
Kestra Private Wealth Services
Texas
$1.12M -$29.6K -579 -3%
TFP
139
Traction Financial Partners
Wyoming
$1.11M -$203K -3,968 -15%
SPWG
140
Syntegra Private Wealth Group
Missouri
$1.11M -$17.6K -344 -2%
SWP
141
Summit Wealth Partners
Florida
$1.1M – – –
FSG
142
Financial Strategies Group
Michigan
$1.09M +$133K +2,610 +14%
OAM
143
Occidental Asset Management
California
$1.09M +$340K +6,647 +46%
CCM
144
Chiron Capital Management
Florida
$1.05M +$1.05M +20,467 New
BWP
145
Bernardo Wealth Planning
Pennsylvania
$1.05M -$50K -977 -5%
SI
146
Stephens Inc
Arkansas
$1.04M -$263K -5,133 -20%
BCM
147
Brookstone Capital Management
Illinois
$1M +$138K +2,708 +16%
BCI
148
Brinker Capital Investments
Pennsylvania
$1M +$76.2K +1,489 +8%
MPIA
149
Milestones Private Investment Advisors
New York
$984K – – –
GVAG
150
Great Valley Advisor Group
Delaware
$976K +$97.5K +1,907 +11%
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