We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
276
Golden State Equity Partners
California
$52.8K +$53.5K +1,041 New
MIM
277
Marshall Investment Management
Colorado
$47K +$47.7K +927 New
EWM
278
Evolution Wealth Management
Florida
$46K -$37.1K -722 -44%
GA
279
GoalVest Advisory
New York
$40.9K +$41.5K +807 New
FFA
280
Frazier Financial Advisors
Ohio
$30.9K +$31.3K +609 New
TLA
281
Tanglewood Legacy Advisors
Texas
$27.3K – – –
CTC
282
Central Trust Company
Missouri
$21K – – –
AG
283
AmeriFlex Group
Nevada
$19.9K – – –
TFA
284
Transamerica Financial Advisors
Florida
$14K -$989K -19,232 -99%
T
285
Tidemark
California
$10.7K -$10.3K -200 -49%
HCM
286
Hollencrest Capital Management
California
$10.6K – – –
BBHC
287
Brown Brothers Harriman & Co
New York
$10.2K – – –
CFB
288
Cullen/Frost Bankers
Texas
$9.46K +$103 +2 +1%
PP
289
PFS Partners
New Jersey
$9.35K +$103 +2 +1%
RF
290
Rossby Financial
Florida
$9.15K – – –
CAL
291
Capital Analysts LLC
Pennsylvania
$9K – – –
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$5.98K +$6.07K +118 New
TFG
293
Team Financial Group
California
$4.66K – – –
RFG
294
REAP Financial Group
Texas
$4.36K – – –
SWP
295
Strategic Wealth Partners
Ohio
$899 -$514 -10 -36%
ECA
296
Elevated Capital Advisors
Utah
$507 – – –
HNW
297
High Note Wealth
Minnesota
$507 – – –
BWM
298
Benson Wealth Management
Tennessee
$405 – – –
TFP
299
TrueWealth Financial Partners
Washington
– -$12.7M -248,749 Closed
SW
300
SteelPeak Wealth
California
– -$2.02M -39,469 Closed