We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
251
Forum Private Client Group
Indiana
$272K
MFS
252
McNamara Financial Services
Massachusetts
$271K +$18.1K +354 +7%
CFC
253
Coyle Financial Counsel
Illinois
$271K
TSWM
254
Tyler-Stone Wealth Management
Ohio
$269K +$2.24K +44 +0.8%
TA
255
TrueWealth Advisors
Alabama
$263K +$59.1K +1,158 +29%
IWA
256
Icon Wealth Advisors
Texas
$254K +$2.09K +41 +0.8%
TWP
257
Tempus Wealth Planning
California
$249K -$99.4K -1,948 -28%
CJH
258
Christopher J. Hasenberg
Wisconsin
$247K
OFS
259
OneAscent Financial Services
Alabama
$236K -$5.71K -112 -2%
CCG
260
Catalina Capital Group
California
$235K -$101K -1,978 -30%
PW
261
Pandora Wealth
Illinois
$231K +$234K +4,579 New
QFW
262
QTR Family Wealth
Florida
$229K +$231K +4,538 New
TCM
263
Triumph Capital Management
Colorado
$223K +$10.9K +213 +5%
IWM
264
Iams Wealth Management
Nebraska
$220K +$223K +4,368 New
GCA
265
Genesee Capital Advisors
New York
$216K +$1.17K +23 +0.5%
CCM
266
Condor Capital Management
New Jersey
$216K
NWMG
267
National Wealth Management Group
Ohio
$212K -$81K -1,589 -27%
FF
268
Financial Futures
New Jersey
$209K +$211K +4,136 New
PA
269
Pineridge Advisors
Missouri
$207K +$1.73K +34 +0.8%
ARC
270
Advisor Resource Council
Texas
$202K +$204K +4,000 New
BF
271
BOK Financial
Oklahoma
$197K +$199K +3,901 New
SC
272
Stephens Consulting
Michigan
$123K -$3.72K -73 -3%
NS
273
NBC Securities
Alabama
$120K +$121K +2,380 +119,000%
HDIM
274
Hanson & Doremus Investment Management
Vermont
$113K +$114K +2,233 New
PB
275
Pinnacle Bancorp
Nebraska
$108K