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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
301
Wiser Advisor Group
Arizona
– -$2.18M -43,186 Closed
SAM
302
Secure Asset Management
Michigan
– -$1.75M -34,662 Closed
WFAG
303
Worth Financial Advisory Group
North Carolina
– -$900K -17,848 Closed
TC
304
TownSquare Capital
Utah
– -$789K -15,640 Closed
OWA
305
ORBA Wealth Advisors
Illinois
– -$756K -15,000 Closed
BRWA
306
B. Riley Wealth Advisors
Florida
– -$742K -14,721 Closed
FFN
307
Focus Financial Network
Minnesota
– -$600K -11,900 Closed
VCM
308
Virtue Capital Management
Tennessee
– -$529K -10,498 Closed
CC
309
Capstone Capital
Nevada
– -$389K -7,709 Closed
PPWM
310
Paragon Private Wealth Management
Kentucky
– -$383K -7,594 Closed
MAS
311
Meeder Advisory Services
Ohio
– -$357K -7,081 Closed
WCFA
312
Walkner Condon Financial Advisors
Wisconsin
– -$333K -6,605 Closed
JIR
313
James Investment Research
Ohio
– -$326K -6,473 Closed
STFP
314
Signal Tree Financial Partners
Ohio
– -$313K -6,216 Closed
KWM
315
Kingsview Wealth Management
Oregon
– -$303K -6,006 Closed
Ameriprise
316
Ameriprise
Minnesota
– -$284K -5,637 Closed
MIM
317
Marshall Investment Management
Colorado
– -$278K -5,516 Closed
TWP
318
Tempus Wealth Planning
California
– -$249K -4,936 Closed
OFS
319
OneAscent Financial Services
Alabama
– -$236K -4,688 Closed
IWM
320
Iams Wealth Management
Nebraska
– -$220K -4,368 Closed
NWMG
321
National Wealth Management Group
Ohio
– -$212K -4,199 Closed
FF
322
Financial Futures
New Jersey
– -$209K -4,136 Closed
ARC
323
Advisor Resource Council
Texas
– -$202K -4,000 Closed
FAM
324
Flaharty Asset Management
Florida
– -$58.1K -1,153 Closed
CA
325
Continuum Advisory
Idaho
– -$51.2K -1,016 Closed