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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPW
226
Gentry Private Wealth
Kansas
$306K +$302K +6,033 New
CFC
227
Coyle Financial Counsel
Illinois
$306K +$33K +661 +12%
PMFA
228
Plante Moran Financial Advisors
Michigan
$300K – – –
BPA
229
Beacon Pointe Advisors
California
$293K -$18.7K -375 -6%
MIM
230
Marshall Investment Management
Colorado
$281K +$277K +5,536 New
GWSG
231
GPS Wealth Strategies Group
Colorado
$279K – – –
PWM
232
Purus Wealth Management
California
$274K -$37.9K -759 -12%
OMC
233
Old Mission Capital
Illinois
$273K -$944K -18,895 -78%
MSFS
234
Main Street Financial Solutions
Pennsylvania
$272K -$540K -10,805 -67%
SG
235
StoneX Group
New York
$265K -$43.6K -872 -14%
IWA
236
Icon Wealth Advisors
Texas
$260K +$2.2K +44 +0.9%
VA
237
Valmark Advisers
Ohio
$256K -$157K -3,133 -38%
MFS
238
McNamara Financial Services
Massachusetts
$256K -$8.9K -178 -3%
TCM
239
Triumph Capital Management
Colorado
$249K – – –
Financial Engines Advisors
240
Financial Engines Advisors
California
$247K +$244K +4,877 New
OL
241
Owen LaRue
Kentucky
$244K +$241K +4,814 New
SWTS
242
Stonehaven Wealth & Tax Solutions
Wisconsin
$243K +$9.99K +200 +4%
CCG
243
Catalina Capital Group
California
$239K +$1.2K +24 +0.5%
QFW
244
QTR Family Wealth
Florida
$233K +$1.55K +31 +0.7%
CG
245
CFO4Life Group
Texas
$221K +$218K +4,355 New
GCA
246
Genesee Capital Advisors
New York
$220K +$1.2K +24 +0.6%
SWP
247
Strategic Wealth Partners
Ohio
$219K +$216K +4,323 New
CCM
248
Condor Capital Management
New Jersey
$217K – – –
CCM
249
Chiron Capital Management
Florida
$213K +$210K +4,200 New
PWA
250
PCG Wealth Advisors
Kansas
$213K -$240K -4,797 -53%