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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
201
Strategic Blueprint
Georgia
$560K -$27K -491 -4%
SFS
202
Sowell Financial Services
Arkansas
$556K +$1.21M +22,070 New
FCBT
203
First Citizens Bank & Trust
North Carolina
$550K +$570K +10,358 New
WCM
204
WealthBridge Capital Management
Ohio
$536K -$23.8K -433 -4%
BPA
205
Beacon Pointe Advisors
California
$534K +$326K +5,920 +143%
WI
206
Wintrust Investments
Illinois
$531K +$3.08K +56 +0.6%
CWM
207
Cornerstone Wealth Management
Missouri
$514K +$1.43K +26 +0.3%
SCM
208
Seascape Capital Management
New Hampshire
$491K -$49.5K -900 -9%
SWRP
209
Summit Wealth & Retirement Planning
California
$485K +$503K +9,136 New
CAL
210
Capital Analysts LLC
Pennsylvania
$479K +$30.7K +557 +7%
DWM
211
Doyle Wealth Management
Florida
$471K -$206K -3,744 -30%
ARG
212
Advisory Resource Group
Oklahoma
$467K -$6.88K -125 -1%
AWM
213
Accel Wealth Management
Iowa
$461K +$2.2K +40 +0.5%
HAS
214
HBW Advisory Services
California
$454K +$60K +1,091 +15%
SFG
215
Sovereign Financial Group
Connecticut
$451K +$187K +3,395 +67%
CA
216
Cetera Advisors
Colorado
$441K -$191K -3,473 -29%
KWM
217
Kingsview Wealth Management
Oregon
$439K -$47.4K -862 -9%
WA
218
WBH Advisory
Maryland
$426K -$1.02M -18,538 -69%
CAM
219
Cozad Asset Management
Illinois
$416K – – –
BIM
220
Bullseye Investment Management
Ohio
$409K – – –
CAM
221
Cresset Asset Management
Illinois
$406K +$2.09K +38 +0.5%
QPW
222
Quantum Private Wealth
Florida
$382K – – –
CMS
223
Capital Market Strategies
Florida
$378K – – –
TA
224
TrueWealth Advisors
Alabama
$368K – – –
PA
225
PFG Advisors
Arizona
$350K +$151K +2,745 +71%
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9
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