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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
P
176
&Partners
Tennessee
$756K +$10.5K +205 +1%
SWMG
177
Signature Wealth Management Group
Georgia
$753K -$79.3K -1,554 -9%
OPOWM
178
One Plus One Wealth Management
Florida
$713K +$62.4K +1,224 +9%
BCI
179
Brinker Capital Investments
Pennsylvania
$710K -$367K -7,204 -34%
OPS
180
Orion Portfolio Solutions
Nebraska
$710K -$367K -7,204 -34%
MCM
181
MAI Capital Management
Ohio
$703K -$133K -2,600 -16%
CCA
182
Cottonwood Capital Advisors
Utah
$677K -$16.7K -327 -2%
TPW
183
TL Private Wealth
Texas
$674K -$143K -2,802 -17%
AWS
184
Atria Wealth Solutions
New York
$668K -$43.9K -860 -6%
CWP
185
Core Wealth Partners
California
$668K -$543K -10,656 -45%
DWA
186
Delos Wealth Advisors
Texas
$657K – – –
NC
187
NewSquare Capital
Pennsylvania
$646K +$26.2K +514 +4%
VA
188
VestGen Advisors
Illinois
$640K +$648K +12,696 New
IA
189
Intellus Advisors
Florida
$635K – – –
OAM
190
Occidental Asset Management
California
$627K +$96.9K +1,900 +18%
HI
191
Harbour Investments
Wisconsin
$621K -$15.6K -306 -2%
USCWA
192
U.S. Capital Wealth Advisors
Texas
$602K -$13.4K -263 -2%
FFN
193
Focus Financial Network
Minnesota
$600K +$102 +2 +0%
RWM
194
Revisor Wealth Management
Ohio
$594K +$600K +11,773 New
AFP
195
Ausdal Financial Partners
Iowa
$593K -$1.6M -31,359 -73%
FFA
196
Farther Finance Advisors
California
$583K +$218K +4,270 +59%
AWM
197
AE Wealth Management
Kansas
$581K +$195K +3,831 +50%
IWM
198
IHT Wealth Management
Illinois
$579K +$7.29K +143 +1%
FFA
199
Fi3 Financial Advisors
Indiana
$575K – – –
SFS
200
Security Financial Services
Indiana
$562K +$11.4K +223 +2%
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8
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