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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
$834K +$16.3K +321 +2%
LS
152
Leelyn Smith
Illinois
$824K -$564K -11,098 -40%
IWM
153
IHT Wealth Management
Illinois
$824K +$221K +4,343 +35%
CWAF
154
Core Wealth Advisors (Florida)
Florida
$820K +$112K +2,203 +15%
AWG
155
Altus Wealth Group
Colorado
$818K – – –
CFG
156
Cooper Financial Group
California
$800K – – –
FZCM
157
Flynn Zito Capital Management
New York
$794K +$828K +16,304 New
WWMSC
158
Wagner Wealth Management (South Carolina)
South Carolina
$791K -$628K -12,369 -43%
BWM
159
BerganKDV Wealth Management
Minnesota
$787K -$28.1K -553 -3%
EFS
160
Econ Financial Services
Pennsylvania
$784K -$37.3K -735 -4%
RIA
161
Regal Investment Advisors
Michigan
$781K +$14.4K +283 +2%
MWM
162
Meridian Wealth Management
Kentucky
$779K -$8.94K -176 -1%
MMA
163
Miracle Mile Advisors
California
$778K +$18K +354 +2%
SPC
164
Sigma Planning Corp
Michigan
$756K -$16.9K -332 -2%
EWP
165
Engrave Wealth Partners
Texas
$717K – – –
BC
166
Bowman & Company
Wisconsin
$715K +$4.01K +79 +0.5%
CAG
167
Csenge Advisory Group
Florida
$689K -$1.27K -25 -0.2%
FHA
168
Flagship Harbor Advisors
Massachusetts
$684K -$76.2K -1,500 -10%
KWM
169
Kaydan Wealth Management
Michigan
$683K -$300K -5,899 -30%
P
170
&Partners
Tennessee
$671K -$68.8K -1,354 -9%
CBFP
171
Cedar Brook Financial Partners
Ohio
$660K -$8.33K -164 -1%
PTC
172
Private Trust Company
Ohio
$647K -$53.8K -1,059 -7%
MA
173
MONECO Advisors
Connecticut
$642K -$18.5K -365 -3%
VA
174
Valmark Advisers
Ohio
$624K -$141K -2,772 -18%
PWA
175
PCG Wealth Advisors
Kansas
$610K +$292K +5,750 +85%
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7
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