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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
251
Aptus Capital Advisors
Alabama
$203K +$203K +4,000 New
ODG
252
O'Dell Group
Ohio
$177K +$177K +3,487 New
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$134K -$14.8K -291 -10%
TLA
254
Tanglewood Legacy Advisors
Texas
$133K -$21.6K -426 -14%
TSWM
255
Tyler-Stone Wealth Management
Ohio
$128K +$128K +2,524 New
VF
256
VitalStone Financial
Texas
$88K +$88.2K +1,740 New
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$85.6K -$33.4K -658 -28%
CFGS
258
Concourse Financial Group Securities
Alabama
$76K – – –
GI
259
Gradient Investments
Minnesota
$75.7K – – –
CAS
260
Coppell Advisory Solutions
Texas
$73.8K +$74K +1,459 New
CWAF
261
Core Wealth Advisors (Florida)
Florida
$59.9K -$1.65M -32,594 -97%
NBT
262
Northwest Bank & Trust
Iowa
$58.4K +$58.4K +1,152 New
AF
263
Advisornet Financial
Minnesota
$57.5K +$21.4K +421 +59%
CAL
264
Capital Analysts LLC
Pennsylvania
$44K -$24.6K -486 -36%
CFD
265
Creative Financial Designs
Indiana
$40.9K +$40.9K +807 New
SIS
266
Sound Income Strategies
Florida
$40.3K +$40.3K +795 New
CTC
267
Central Trust Company
Missouri
$21K – – –
LF
268
Lee Financial
Texas
$18.3K – – –
HCM
269
Hollencrest Capital Management
California
$12.6K – – –
BWM
270
Baystate Wealth Management
Massachusetts
$4.57K +$4.56K +90 New
OA
271
Operose Advisors
Wisconsin
$4.46K – – –
BCMLT
272
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.9K +$3.9K +77 New
GRP
273
Global Retirement Partners
California
$3.75K – – –
JP Morgan Chase
274
JP Morgan Chase
New York
$811 +$811 +16 New
CP
275
Castleview Partners
Texas
$760 – – –