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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
151
Kestra Private Wealth Services
Texas
$1.01M +$285K +5,593 +39%
NP
152
Nilsine Partners
Colorado
$991K -$112K -2,191 -10%
PG
153
Patten Group
Tennessee
$976K – – –
PWA
154
PCG Wealth Advisors
Kansas
$971K -$322K -6,304 -25%
GVAG
155
Great Valley Advisor Group
Delaware
$960K +$22.1K +433 +2%
FSG
156
Financial Strategies Group
Michigan
$951K +$81.2K +1,593 +9%
CIA
157
Concurrent Investment Advisors
Florida
$941K +$177K +3,462 +23%
MC
158
McCarthy & Cox
Ohio
$937K +$948K +18,587 New
WFAG
159
Worth Financial Advisory Group
North Carolina
$900K -$3.88K -76 -0.4%
PMFA
160
Plante Moran Financial Advisors
Michigan
$884K -$24.2K -474 -3%
IF
161
Intrua Financial
Texas
$882K -$155K -3,035 -15%
AWA
162
Arkadios Wealth Advisors
Georgia
$877K +$887K +17,394 New
PTC
163
Private Trust Company
Ohio
$873K -$148K -2,892 -14%
DL
164
DOHJ LLC
Washington
$867K +$877K +17,190 New
BEI
165
Benjamin Edwards Inc
Missouri
$844K -$444K -8,700 -34%
TNBTD
166
Trustmark National Bank Trust Department
Mississippi
$842K -$62.8K -1,232 -7%
FF
167
Friday Financial
Iowa
$839K – – –
MMHP
168
Murphy Middleton Hinkle & Parker
Georgia
$827K – – –
PAS
169
PKS Advisory Services
New York
$816K -$138K -2,699 -14%
WSWA
170
Warren Street Wealth Advisors
California
$812K -$15.4K -302 -2%
EWM
171
EPG Wealth Management
Georgia
$801K +$101K +1,978 +14%
IA
172
IFP Advisors
Florida
$792K +$49.3K +966 +7%
TC
173
TownSquare Capital
Utah
$789K -$17.7K -348 -2%
IPW
174
Impact Partnership Wealth
Georgia
$772K -$36K -705 -4%
OWA
175
ORBA Wealth Advisors
Illinois
$756K +$765K +15,000 New
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