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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMS
226
Capital Market Strategies
Florida
$361K – – –
WSWA
227
Warren Street Wealth Advisors
California
$358K +$362K +7,071 New
EWM
228
Echo Wealth Management
Minnesota
$343K -$515K -10,050 -60%
PWA
229
PCG Wealth Advisors
Kansas
$342K -$360K -7,020 -51%
SWP
230
ShoreHaven Wealth Partners
New Jersey
$333K +$338K +6,587 New
FFN
231
Focus Financial Network
Minnesota
$331K +$14.4K +281 +4%
FPCG
232
Forum Private Client Group
Indiana
$311K +$20K +391 +7%
LI
233
LVZ Inc
Michigan
$309K -$233K -4,550 -43%
ATPW
234
Ashton Thomas Private Wealth
Arizona
$304K – – –
IF
235
Intrua Financial
Texas
$300K +$27.8K +543 +10%
BPA
236
Beacon Pointe Advisors
California
$299K -$213K -4,165 -41%
VFA
237
Valeo Financial Advisors
Indiana
$299K -$16.4K -321 -5%
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$286K +$40.6K +792 +16%
SBWIC
239
Schaper Benz & Wise Investment Counsel
Wisconsin
$283K – – –
HAS
240
HBW Advisory Services
California
$275K -$160K -3,129 -37%
HIM
241
Hanlon Investment Management
New Jersey
$273K – – –
AWA
242
Arete Wealth Advisors
Illinois
$264K -$7.74K -151 -3%
BRWM
243
B. Riley Wealth Management
Tennessee
$259K +$1.49K +29 +0.6%
AAP
244
Arax Advisory Partners
Colorado
$253K +$49.7K +970 +24%
EFS
245
Essex Financial Services
Connecticut
$249K +$38.9K +760 +18%
MA
246
MBA Advisors
Pennsylvania
$245K +$248K +4,842 New
SG
247
StoneX Group
New York
$233K +$235K +4,594 New
WIA
248
World Investment Advisors
California
$230K – – –
SFPG
249
Stonebridge Financial Planning Group
Florida
$225K -$49.2K -960 -18%
BEI
250
Benjamin Edwards Inc
Missouri
$224K -$15K -293 -6%