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First Trust Managed Municipal Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 38,041 | $1.96M | $1.95M | -$15,396.93 | -0.79% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,250 | $63,529 | $63,937.5 | $408.5 | 0.64% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 46,237 | $2.36M | $2.37M | $9,635.45 | 0.41% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 4,237 | $208,771.21 | $216,934.4 | $8,163.19 | 3.91% |
| RR rosemary richard WCG Wealth Advisors LLC | 14,727 | $739,957.26 | $753,138.78 | $13,181.52 | 1.78% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 5,761 | $299,341.56 | $294,795.55 | -$4,546.01 | -1.52% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 135,459 | $6.86M | $6.93M | $67,729.5 | 0.99% |
 Katie Smith Delos Wealth Advisors LLC | 13,030 | $669,220.8 | $666,614.8 | -$2,606 | -0.39% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,243 | $213,941.55 | $217,008.23 | $3,066.68 | 1.43% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,695 | $647,119.78 | $649,857.05 | $2,737.27 | 0.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,886 | $401,832.57 | $403,368.9 | $1,536.33 | 0.38% |
| TP Thomas Pappas Cottonwood Capital Advisors LLC | 13,161 | $717,530.28 | $673,250.95 | -$44,279.33 | -6.17% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 468,324 | $23.51M | $23.97M | $464,665.08 | 1.98% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 14,803 | $759,631.62 | $757,765.57 | -$1,866.05 | -0.25% |
 Kristie R. Furseth Bowman & Co S.C. | 6,068 | $313,199.88 | $310,620.92 | -$2,578.96 | -0.82% |
| TM Tracy Murray EdgeRock Capital LLC | 76,362 | $3.9M | $3.91M | $1,805.28 | 0.05% |
| DM David Mailloux WealthCare Investment Partners LLC | 58,435 | $2.96M | $2.99M | $23,791.66 | 0.8% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 146,105 | $7.41M | $7.47M | $53,813.13 | 0.73% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 17,212 | $873,364.42 | $879,533.2 | $6,168.78 | 0.71% |
 Marc H. Stone Tyler-Stone Wealth Management | 5,383 | $290,073.1 | $275,083.14 | -$14,989.96 | -5.17% |
