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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
201
Principle Wealth Partners
Connecticut
$294K – – –
IWA
202
Inspirion Wealth Advisors
Illinois
$292K – – –
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$15K -262 -5%
SFG
204
Sovereign Financial Group
Connecticut
$277K +$281K +4,886 New
PA
205
PFG Advisors
Arizona
$266K +$1.26K +22 +0.5%
AWM
206
Accel Wealth Management
Iowa
$262K +$62.7K +1,091 +31%
BEI
207
Benjamin Edwards Inc
Missouri
$261K +$10.9K +190 +4%
HNW
208
High Note Wealth
Minnesota
$254K +$4.42K +77 +2%
WIA
209
World Investment Advisors
California
$251K – – –
VA
210
Valmark Advisers
Ohio
$250K – – –
PMFA
211
Plante Moran Financial Advisors
Michigan
$249K – – –
GSWM
212
Golden State Wealth Management
California
$246K +$36.4K +633 +17%
EWM
213
EPG Wealth Management
Georgia
$243K +$18.1K +316 +8%
MA
214
MBA Advisors
Pennsylvania
$240K +$243K +4,228 New
SAM
215
SignalPoint Asset Management
Missouri
$239K – – –
GWM
216
Gray Wealth Management
Maine
$239K +$241K +4,205 New
EFS
217
Essex Financial Services
Connecticut
$236K – – –
BPA
218
Beacon Pointe Advisors
California
$235K +$1.09K +19 +0.5%
CA
219
Calton & Associates
Florida
$233K +$236K +4,114 New
GCA
220
Genesee Capital Advisors
New York
$231K +$233K +4,061 New
IAN
221
Integrated Advisors Network
Texas
$224K -$134K -2,328 -37%
GWSG
222
GPS Wealth Strategies Group
Colorado
$221K +$40.2K +700 +22%
DAS
223
Dynamic Advisor Solutions
Arizona
$215K -$2.7K -47 -1%
FNWM
224
Financial Network Wealth Management
Utah
$212K – – –
RG
225
Retirement Group
California
$112K +$517 +9 +0.5%
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