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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
251
Silver Oak Securities
Tennessee
$201K -$870K -17,325 -81%
SC
252
Stephens Consulting
Michigan
$188K -$63.7K -1,269 -25%
TFG
253
Team Financial Group
California
$160K +$164K +3,276 New
VF
254
VitalStone Financial
Texas
$137K +$52.6K +1,047 +60%
TSWM
255
Tyler-Stone Wealth Management
Ohio
$124K +$1K +20 +0.8%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$121K -$7.88K -157 -6%
TLA
257
Tanglewood Legacy Advisors
Texas
$115K -$13.3K -265 -10%
CFGS
258
Concourse Financial Group Securities
Alabama
$73.3K – – –
NS
259
NBC Securities
Alabama
$73K +$75.4K +1,502 New
AF
260
Advisornet Financial
Minnesota
$55.9K +$402 +8 +0.7%
CTC
261
Central Trust Company
Missouri
$48.6K +$29.1K +580 +140%
CAL
262
Capital Analysts LLC
Pennsylvania
$43K – – –
CWAF
263
Core Wealth Advisors (Florida)
Florida
$33.7K -$24.7K -492 -42%
CFD
264
Creative Financial Designs
Indiana
$29.7K -$10K -200 -25%
TAM
265
Tucker Asset Management
Colorado
$18.3K +$18.8K +375 New
FAM
266
Flaharty Asset Management
Florida
$15.8K +$16.2K +323 New
HCM
267
Hollencrest Capital Management
California
$12.2K – – –
Qube Research & Technologies (QRT)
268
Qube Research & Technologies (QRT)
United Kingdom
$9.43K -$75.1K -1,496 -89%
OA
269
Operose Advisors
Wisconsin
$4.3K – – –
BCMLT
270
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.9K – – –
GRP
271
Global Retirement Partners
California
$3.6K – – –
CAS
272
Coppell Advisory Solutions
Texas
$1.5K -$71.8K -1,429 -98%
CP
273
Castleview Partners
Texas
$733 – – –
Fidelity Investments
274
Fidelity Investments
Massachusetts
$49 +$50 +1 New
Renaissance Technologies
275
Renaissance Technologies
New York
– -$5.68M -112,132 Closed