We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$4.51M +$222K +4,361 +5%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$4.5M -$5.41M -106,510 -55%
EWA
53
Etesian Wealth Advisors
Oregon
$4.45M +$368K +7,244 +9%
APWM
54
Atlas Private Wealth Management
New York
$4.38M
MOS
55
MGO One Seven
Ohio
$4.37M +$3.21M +63,192 +278%
FPWM
56
FSB Premier Wealth Management
Iowa
$4.31M +$266K +5,229 +7%
EIA
57
Eldridge Investment Advisors
New Hampshire
$4.29M -$419K -8,234 -9%
CCG
58
Cypress Capital Group
Florida
$4M -$400K -7,860 -9%
SW
59
SteelPeak Wealth
California
$3.95M +$2.32M +45,543 +142%
ACM
60
Advance Capital Management
Michigan
$3.71M +$14.8K +291 +0.4%
WWM
61
Western Wealth Management
Colorado
$3.51M +$277K +5,458 +9%
WIM
62
Westside Investment Management
California
$3.26M +$183K +3,600 +6%
CAN
63
Cetera Advisor Networks
California
$3.22M +$544K +10,694 +20%
AWS
64
Atria Wealth Solutions
New York
$3.19M +$2.14M +42,045 +205%
BCP
65
Blackhawk Capital Partners
Wisconsin
$3.17M +$3.16M +62,262 New
SCM
66
Sebold Capital Management
Illinois
$3.08M +$131K +2,585 +4%
SPIA
67
Steward Partners Investment Advisory
New York
$2.99M -$664K -13,062 -18%
AFP
68
Ausdal Financial Partners
Iowa
$2.92M +$192K +3,778 +7%
LWMNY
69
Landmark Wealth Management (New York)
New York
$2.89M +$654K +12,866 +29%
SWP
70
Stratos Wealth Partners
Ohio
$2.87M -$93.9K -1,848 -3%
AI
71
Atria Investments
North Carolina
$2.83M +$755K +14,848 +36%
PWMG
72
Prestige Wealth Management Group
New Jersey
$2.81M +$79.1K +1,557 +3%
PVI
73
Pine Valley Investments
New Jersey
$2.7M +$2.69M +52,987 New
WMR
74
Wealth Management Resources
Rhode Island
$2.66M +$152K +2,989 +6%
RCAG
75
Rehmann Capital Advisory Group
Michigan
$2.61M +$283K +5,562 +12%