We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QPW
226
Quantum Private Wealth
Florida
$368K
AI
227
Auour Investments
Massachusetts
$367K +$13.1K +256 +4%
WCFA
228
Walkner Condon Financial Advisors
Wisconsin
$352K -$391K -7,659 -53%
KWM
229
Kingsview Wealth Management
Oregon
$348K
MAS
230
Meeder Advisory Services
Ohio
$341K +$341K +6,684 New
SAG
231
Spotlight Asset Group
Illinois
$336K
PWM
232
Purus Wealth Management
California
$335K -$1.07K -21 -0.3%
Creative Planning
233
Creative Planning
Kansas
$332K -$235K -4,608 -41%
CW
234
Cooksen Wealth
Texas
$325K +$1.99K +39 +0.6%
CAM
235
Cozad Asset Management
Illinois
$319K
LA
236
Lifeworks Advisors
Michigan
$318K -$66.3K -1,299 -17%
EWS
237
Evergreen Wealth Solutions
Pennsylvania
$316K +$1.43K +28 +0.5%
Jones Financial Companies
238
Jones Financial Companies
Missouri
$310K +$310K +6,080 New
MFS
239
McNamara Financial Services
Massachusetts
$309K -$75.1K -1,473 -20%
FWM
240
Fairhaven Wealth Management
Illinois
$306K
GWSG
241
GPS Wealth Strategies Group
Colorado
$281K -$35.7K -700 -11%
HIM
242
Hanlon Investment Management
New Jersey
$275K
LS
243
Leelyn Smith
Illinois
$274K -$105K -2,067 -28%
GWM
244
Geneos Wealth Management
Colorado
$269K -$14.2K -278 -5%
BEI
245
Benjamin Edwards Inc
Missouri
$264K +$4.59K +90 +2%
SEIA
246
Signature Estate & Investment Advisors
California
$263K +$263K +5,160 New
AWM
247
Apollon Wealth Management
South Carolina
$261K -$95.5K -1,873 -27%
PMFA
248
Plante Moran Financial Advisors
Michigan
$258K +$24.2K +474 +10%
CCA
249
Conservest Capital Advisors
Pennsylvania
$257K
BW
250
Bison Wealth
Georgia
$256K