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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$259K -$52.4K -996 -17%
HFS
52
HL Financial Services
Kentucky
$248K +$9.04K +172 +4%
CA
53
Cetera Advisors
Colorado
$248K +$19.5K +370 +9%
AWA
54
Arete Wealth Advisors
Illinois
$225K -$8.78K -167 -4%
WP
55
WealthSource Partners
California
$215K +$214K +4,075 New
GWM
56
Geneos Wealth Management
Colorado
$179K +$11.8K +225 +7%
CF
57
Centaurus Financial
California
$140K +$1.1K +21 +0.8%
PMFA
58
Plante Moran Financial Advisors
Michigan
$125K +$36.8K +700 +42%
SFM
59
Signet Financial Management
New Jersey
$121K +$121K +2,300 New
NWM
60
Northwest Wealth Management
Iowa
$115K +$95.9K +1,824 +514%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$102K +$27.2K +517 +36%
SPIA
62
Steward Partners Investment Advisory
New York
$79K +$32.3K +615 +69%
WEC
63
Winslow Evans & Crocker
Massachusetts
$74K +$11.3K +214 +18%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$62K +$61.6K +1,171 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$60K +$263 +5 +0.4%
MCM
66
Mainstay Capital Management
Michigan
$60K +$59.9K +1,140 New
WC
67
Whitnell & Co
Illinois
$50K +$50.2K +954 New
AIP
68
Ameritas Investment Partners
Nebraska
$43K +$1.16K +22 +3%
AIS
69
Accurate Investment Solutions
Pennsylvania
$40K -$39.1K -744 -49%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$40K +$21.9K +416 +120%
FHA
71
First Horizon Advisors
Tennessee
$16K +$9.99K +190 +157%
LFG
72
LifePlan Financial Group
Ohio
$15K +$4.94K +94 +52%
ACM
73
Aviance Capital Management
Florida
$3K -$1.88M -35,672 -100%
GI
74
Gradient Investments
Minnesota
$2K
Citigroup
75
Citigroup
New York
$1K