We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$397K – – –
CC
227
Capstone Capital
Nevada
$393K – – –
AWM
228
AE Wealth Management
Kansas
$392K +$146K +2,838 +58%
CWM
229
Cornerstone Wealth Management
Missouri
$392K +$3.45K +67 +0.9%
WAG
230
Wheelhouse Advisory Group
Missouri
$386K -$64.5K -1,255 -14%
AWA
231
Alta Wealth Advisors
Massachusetts
$378K -$450K -8,752 -54%
MA
232
MONECO Advisors
Connecticut
$377K -$376K -7,320 -50%
BC
233
Bowman & Company
Wisconsin
$376K -$6.84K -133 -2%
FFA
234
Farther Finance Advisors
California
$370K -$54.7K -1,064 -13%
KA
235
Kovack Advisors
Florida
$360K – – –
EC
236
Elequin Capital
New York
$355K +$219K +4,260 +157%
TWP
237
Tempus Wealth Planning
California
$351K -$25.7K -500 -7%
Jane Street
238
Jane Street
New York
$349K -$1.19M -23,083 -77%
CCG
239
Catalina Capital Group
California
$339K +$1.08K +21 +0.3%
KWM
240
Kingsview Wealth Management
Oregon
$337K – – –
HAS
241
HBW Advisory Services
California
$333K -$71.6K -1,392 -18%
JIR
242
James Investment Research
Ohio
$330K +$111K +2,158 +50%
OC
243
Oppenheimer & Co
New York
$326K – – –
CW
244
Cooksen Wealth
Texas
$326K +$6.99K +136 +2%
PWM
245
Purus Wealth Management
California
$322K -$6.17K -120 -2%
MAS
246
Meeder Advisory Services
Ohio
$321K +$12.1K +235 +4%
SG
247
StoneX Group
New York
$311K – – –
FWM
248
Fairhaven Wealth Management
Illinois
$306K – – –
NWMG
249
National Wealth Management Group
Ohio
$295K -$89.9K -1,749 -23%
Ameriprise
250
Ameriprise
Minnesota
$289K +$291K +5,663 New