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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
201
Belpointe Asset Management
Nevada
$460K +$25.1K +491 +6%
ZIM
202
Zacks Investment Management
Illinois
$456K +$456K +8,915 New
FFA
203
Fragasso Financial Advisors
Pennsylvania
$455K – – –
IPW
204
Impact Partnership Wealth
Georgia
$454K -$19.8K -387 -4%
FEG
205
Financial Enhancement Group
Indiana
$451K – – –
GIA
206
Gladstone Institutional Advisory
Florida
$442K +$664 +13 +0.2%
SA
207
Sovran Advisors
California
$440K -$10.6K -207 -2%
CAG
208
Csenge Advisory Group
Florida
$435K -$122K -2,386 -22%
HWA
209
HCR Wealth Advisors
California
$427K – – –
AWM
210
AE Wealth Management
Kansas
$421K -$27.8K -543 -6%
ARG
211
Advisory Resource Group
Oklahoma
$421K -$62.3K -1,218 -13%
TA
212
TrueWealth Advisors
Alabama
$420K +$95.3K +1,864 +29%
PFA
213
Pure Financial Advisors
California
$420K – – –
AA
214
Armis Advisers
Georgia
$417K +$419K +8,201 New
BCM
215
Brookstone Capital Management
Illinois
$416K +$415K +8,127 New
WIA
216
World Investment Advisors
California
$415K -$14.7K -287 -3%
MW
217
Maia Wealth
Colorado
$411K +$7.36K +144 +2%
CPC
218
Cadia Private Client
New Jersey
$410K +$409K +8,009 New
IAS
219
Integrity Advisory Solutions
Texas
$403K +$25.4K +497 +7%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$398K – – –
TCM
221
Triumph Capital Management
Colorado
$392K +$141K +2,750 +56%
OAJ
222
Ogorek Anthony Joseph
New York
$391K -$1.15M -22,523 -75%
SWP
223
ShoreHaven Wealth Partners
New Jersey
$388K +$17.5K +342 +5%
RI
224
Ruggiero Investments
Florida
$385K +$385K +7,534 New
AI
225
Auour Investments
Massachusetts
$371K +$51.4K +1,005 +16%
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