We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$389K +$375K +7,539 New
LA
227
Lifeworks Advisors
Michigan
$388K +$374K +7,514 New
FSG
228
Financial Strategies Group
Michigan
$386K +$25.2K +506 +7%
OC
229
Oppenheimer & Co
New York
$382K
QPW
230
Quantum Private Wealth
Florida
$372K
Ameriprise
231
Ameriprise
Minnesota
$358K -$129K -2,590 -27%
AI
232
Auour Investments
Massachusetts
$358K -$89.3K -1,796 -20%
LI
233
LVZ Inc
Michigan
$352K -$497K -10,000 -59%
PWM
234
Purus Wealth Management
California
$343K -$91.2K -1,833 -22%
MAM
235
Meeder Asset Management
Ohio
$332K
US Bancorp
236
US Bancorp
Minnesota
$330K -$33.8K -679 -10%
CAM
237
Cozad Asset Management
Illinois
$323K -$65.4K -1,315 -17%
SAG
238
Spotlight Asset Group
Illinois
$322K
GWSG
239
GPS Wealth Strategies Group
Colorado
$320K -$21.6K -435 -7%
EWS
240
Evergreen Wealth Solutions
Pennsylvania
$317K +$305K +6,133 New
FFA
241
Fragasso Financial Advisors
Pennsylvania
$310K
FWM
242
Fairhaven Wealth Management
Illinois
$310K +$298K +6,000 New
FMI
243
F/M Investments
District of Columbia
$308K
TIM
244
Total Investment Management
Arizona
$301K +$2.04K +41 +0.7%
SWP
245
ShoreHaven Wealth Partners
New Jersey
$294K -$36.7K -737 -11%
FPCG
246
Forum Private Client Group
Indiana
$293K +$283K +5,680 New
SL
247
Salomon & Ludwin
Virginia
$293K
IGWM
248
ICA Group Wealth Management
Colorado
$289K -$236K -4,739 -46%
GWM
249
Geneos Wealth Management
Colorado
$287K
HIM
250
Hanlon Investment Management
New Jersey
$278K