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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
201
Foundations Investment Advisors
Arizona
$472K – – –
PA
202
Pineridge Advisors
Missouri
$469K -$62.4K -1,212 -12%
SFS
203
Security Financial Services
Indiana
$463K +$49.6K +963 +12%
KA
204
Kovack Advisors
Florida
$462K – – –
ARG
205
Advisory Resource Group
Oklahoma
$459K -$18K -350 -4%
FFA
206
Fragasso Financial Advisors
Pennsylvania
$457K +$149K +2,900 +48%
AIP
207
Ameritas Investment Partners
Nebraska
$457K +$16.8K +327 +4%
LI
208
LVZ Inc
Michigan
$450K +$99.8K +1,940 +28%
BC
209
Bowman & Company
Wisconsin
$440K +$47.8K +929 +12%
VA
210
Valmark Advisers
Ohio
$438K -$41.1K -798 -9%
CCG
211
Catalina Capital Group
California
$438K +$33.3K +648 +8%
PWM
212
Peterson Wealth Management
Nevada
$429K -$33.6K -652 -7%
HWA
213
HCR Wealth Advisors
California
$429K – – –
C
214
CEDRUS
Colorado
$427K +$51 +1 +0%
IFG
215
Independent Financial Group
California
$425K -$432K -8,395 -50%
RIA
216
Regal Investment Advisors
Michigan
$421K -$14.2K -275 -3%
GIA
217
Gladstone Institutional Advisory
Florida
$418K -$87.9K -1,708 -17%
CWM
218
Cornerstone Wealth Management
Missouri
$402K +$2.11K +41 +0.5%
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$400K +$400K +7,782 New
SCM
220
Steele Capital Management
Iowa
$395K – – –
NWMG
221
National Wealth Management Group
Ohio
$390K -$8.59K -167 -2%
USCWA
222
U.S. Capital Wealth Advisors
Texas
$389K – – –
MFS
223
McNamara Financial Services
Massachusetts
$387K -$8.85K -172 -2%
LA
224
Lifeworks Advisors
Michigan
$386K +$515 +10 +0.1%
RJT
225
Raymond James Trust
Florida
$386K -$29.6K -575 -7%
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9
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