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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%
BRWA
178
B. Riley Wealth Advisors
Florida
$742K -$24.6K -483 -3%
OPOWM
179
One Plus One Wealth Management
Florida
$713K +$62.4K +1,224 +9%
BCI
180
Brinker Capital Investments
Pennsylvania
$710K -$367K -7,204 -34%
OPS
181
Orion Portfolio Solutions
Nebraska
$710K -$367K -7,204 -34%
MCM
182
MAI Capital Management
Ohio
$703K -$133K -2,600 -16%
CCA
183
Cottonwood Capital Advisors
Utah
$677K -$16.7K -327 -2%
TPW
184
TL Private Wealth
Texas
$674K -$143K -2,802 -17%
AWS
185
Atria Wealth Solutions
New York
$668K -$43.9K -860 -6%
CWP
186
Core Wealth Partners
California
$668K -$543K -10,656 -45%
DWA
187
Delos Wealth Advisors
Texas
$657K – – –
NC
188
NewSquare Capital
Pennsylvania
$646K +$26.2K +514 +4%
VA
189
VestGen Advisors
Illinois
$640K +$648K +12,696 New
IA
190
Intellus Advisors
Florida
$635K – – –
OAM
191
Occidental Asset Management
California
$627K +$96.9K +1,900 +18%
HI
192
Harbour Investments
Wisconsin
$621K -$15.6K -306 -2%
USCWA
193
U.S. Capital Wealth Advisors
Texas
$602K -$13.4K -263 -2%
FFN
194
Focus Financial Network
Minnesota
$600K +$102 +2 +0%
RWM
195
Revisor Wealth Management
Ohio
$594K +$600K +11,773 New
AFP
196
Ausdal Financial Partners
Iowa
$593K -$1.6M -31,359 -73%
FFA
197
Farther Finance Advisors
California
$583K +$218K +4,270 +59%
AWM
198
AE Wealth Management
Kansas
$581K +$195K +3,831 +50%
IWM
199
IHT Wealth Management
Illinois
$579K +$7.29K +143 +1%
FFA
200
Fi3 Financial Advisors
Indiana
$575K – – –
6 7
8
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