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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
201
Global Retirement Partners
California
$295K +$14.4K +250 +5%
PWP
202
Principle Wealth Partners
Connecticut
$294K – – –
IWA
203
Inspirion Wealth Advisors
Illinois
$292K – – –
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$15K -262 -5%
SFG
205
Sovereign Financial Group
Connecticut
$277K +$281K +4,886 New
PA
206
PFG Advisors
Arizona
$266K +$1.26K +22 +0.5%
AWM
207
Accel Wealth Management
Iowa
$262K +$62.7K +1,091 +31%
BEI
208
Benjamin Edwards Inc
Missouri
$261K +$10.9K +190 +4%
HNW
209
High Note Wealth
Minnesota
$254K +$4.42K +77 +2%
WIA
210
World Investment Advisors
California
$251K – – –
VA
211
Valmark Advisers
Ohio
$250K – – –
PMFA
212
Plante Moran Financial Advisors
Michigan
$249K – – –
GSWM
213
Golden State Wealth Management
California
$246K +$36.4K +633 +17%
EWM
214
EPG Wealth Management
Georgia
$243K +$18.1K +316 +8%
MA
215
MBA Advisors
Pennsylvania
$240K +$243K +4,228 New
SAM
216
SignalPoint Asset Management
Missouri
$239K – – –
GWM
217
Gray Wealth Management
Maine
$239K +$241K +4,205 New
EFS
218
Essex Financial Services
Connecticut
$236K – – –
BPA
219
Beacon Pointe Advisors
California
$235K +$1.09K +19 +0.5%
CA
220
Calton & Associates
Florida
$233K +$236K +4,114 New
GCA
221
Genesee Capital Advisors
New York
$231K +$233K +4,061 New
IAN
222
Integrated Advisors Network
Texas
$224K -$134K -2,328 -37%
GWSG
223
GPS Wealth Strategies Group
Colorado
$221K +$40.2K +700 +22%
DAS
224
Dynamic Advisor Solutions
Arizona
$215K -$2.7K -47 -1%
FNWM
225
Financial Network Wealth Management
Utah
$212K – – –
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9
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