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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
151
Occidental Asset Management
California
$1.12M -$772K -14,033 -40%
MFG
152
Magnus Financial Group
New York
$1.12M +$380K +6,910 +49%
OC
153
Oppenheimer & Co
New York
$1.11M +$50.9K +924 +5%
NC
154
NewSquare Capital
Pennsylvania
$1.11M +$1.93K +35 +0.2%
IFG
155
Independent Financial Group
California
$1.07M -$56.4K -1,025 -5%
NWM
156
Northwest Wealth Management
Iowa
$1.06M – – –
MMHP
157
Murphy Middleton Hinkle & Parker
Georgia
$1.03M +$110 +2 +0%
IGWM
158
ICA Group Wealth Management
Colorado
$1.02M +$1.08M +19,684 New
PPW
159
Pinnacle Private Wealth
Massachusetts
$1.01M +$385K +7,000 +58%
CCA
160
Cottonwood Capital Advisors
Utah
$1M +$27.3K +496 +3%
CBFP
161
Cedar Brook Financial Partners
Ohio
$984K -$297K -5,400 -23%
VA
162
Valmark Advisers
Ohio
$964K +$240K +4,352 +31%
MWM
163
Meridian Wealth Management
Kentucky
$958K +$167K +3,037 +20%
EFS
164
Econ Financial Services
Pennsylvania
$928K +$963K +17,487 New
BWM
165
BerganKDV Wealth Management
Minnesota
$923K +$45.6K +829 +5%
PFA
166
Professional Financial Advisors
Nebraska
$922K +$357K +6,485 +60%
HW
167
Hedeker Wealth
Illinois
$902K +$303K +5,502 +48%
EWM
168
Echo Wealth Management
Minnesota
$875K -$265K -4,815 -22%
CAG
169
Csenge Advisory Group
Florida
$871K -$23.3K -424 -3%
CFG
170
Cooper Financial Group
California
$871K – – –
P
171
&Partners
Tennessee
$847K -$474K -8,604 -35%
RIA
172
Regal Investment Advisors
Michigan
$811K -$180K -3,265 -18%
WIP
173
WealthCare Investment Partners
Rhode Island
$796K +$256K +4,642 +44%
MHS
174
M Holdings Securities
Oregon
$792K +$821K +14,918 New
EWP
175
Engrave Wealth Partners
Texas
$781K – – –
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