We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Magnus Financial Group
New York
$5.24M -$548K -10,644 -9%
AI
52
Atria Investments
North Carolina
$5.16M +$279K +5,418 +6%
BWM
53
BCGM Wealth Management
Indiana
$5.06M -$19.2K -373 -0.4%
FPWM
54
FSB Premier Wealth Management
Iowa
$4.95M +$136K +2,637 +3%
LSPW
55
Lake Street Private Wealth
Illinois
$4.95M +$469K +9,110 +10%
Goldman Sachs
56
Goldman Sachs
New York
$4.93M +$4.94M +95,905 New
MOS
57
MGO One Seven
Ohio
$4.92M +$192K +3,730 +4%
FHC
58
First Heartland Consultants
Missouri
$4.9M +$355K +6,891 +8%
MML Investors Services
59
MML Investors Services
Massachusetts
$4.87M -$166K -3,219 -3%
EWA
60
Etesian Wealth Advisors
Oregon
$4.6M +$31.1K +604 +0.7%
LPT
61
Legacy Private Trust
Wisconsin
$4.59M
PWMG
62
Prestige Wealth Management Group
New Jersey
$4.09M +$573K +11,128 +16%
ACM
63
Advance Capital Management
Michigan
$4.02M -$45K -875 -1%
JSW
64
Journey Strategic Wealth
New Jersey
$3.98M +$544K +10,572 +16%
WAG
65
Wiser Advisor Group
Arizona
$3.76M -$408K -7,924 -10%
BWP
66
Bernardo Wealth Planning
Pennsylvania
$3.57M -$609K -11,837 -15%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$3.31M +$943K +18,325 +40%
WIM
68
Westside Investment Management
California
$3.3M -$54K -1,050 -2%
CA
69
Cetera Advisors
Colorado
$3.25M +$1.75M +33,912 +115%
MLRA
70
Main Line Retirement Advisors
Montana
$3.22M +$200K +3,892 +7%
LWMNY
71
Landmark Wealth Management (New York)
New York
$3.13M +$166K +3,221 +6%
IWA
72
Inspirion Wealth Advisors
Illinois
$3.07M -$33.2K -646 -1%
VWA
73
Visionary Wealth Advisors
Illinois
$2.95M +$639K +12,424 +28%
PVI
74
Pine Valley Investments
New Jersey
$2.91M +$234K +4,553 +9%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2.9M +$1.63M +31,733 +128%