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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
51
MGO One Seven
Ohio
$4.94M +$48.4K +948 +1%
LPT
52
Legacy Private Trust
Wisconsin
$4.91M +$353K +6,919 +8%
AI
53
Atria Investments
North Carolina
$4.89M -$246K -4,831 -5%
JSW
54
Journey Strategic Wealth
New Jersey
$4.88M +$918K +17,997 +23%
APWA
55
Atlas Private Wealth Advisors
New Jersey
$4.77M +$2.28M +44,716 +92%
FPWM
56
FSB Premier Wealth Management
Iowa
$4.77M -$150K -2,931 -3%
LSPW
57
Lake Street Private Wealth
Illinois
$4.68M -$235K -4,600 -5%
RVPG
58
Relative Value Partners Group
$4.68M +$4.68M +91,700 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$4.68M +$1.79M +35,127 +62%
EWA
60
Etesian Wealth Advisors
Oregon
$4.25M -$327K -6,406 -7%
PWMG
61
Prestige Wealth Management Group
New Jersey
$4.08M +$14.9K +292 +0.4%
Comerica Bank
62
Comerica Bank
Texas
$3.99M +$1.28M +25,072 +47%
ACM
63
Advance Capital Management
Michigan
$3.73M -$270K -5,285 -7%
SA
64
Sanctuary Advisors
Indiana
$3.59M +$3.61M +70,795 New
LWMNY
65
Landmark Wealth Management (New York)
New York
$3.31M +$199K +3,908 +6%
MLRA
66
Main Line Retirement Advisors
Montana
$3.25M +$53.7K +1,052 +2%
WIM
67
Westside Investment Management
California
$3.22M -$59.5K -1,167 -2%
IWA
68
Inspirion Wealth Advisors
Illinois
$3.05M – – –
WAG
69
Wiser Advisor Group
Arizona
$2.97M -$762K -14,941 -20%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$2.9M +$188K +3,687 +7%
IWP
71
Invenio Wealth Partners
Florida
$2.88M +$694K +13,600 +32%
VWA
72
Visionary Wealth Advisors
Illinois
$2.87M -$64.4K -1,263 -2%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$2.85M -$444K -8,711 -13%
PVI
74
Pine Valley Investments
New Jersey
$2.78M -$108K -2,123 -4%
BCP
75
Blackhawk Capital Partners
Wisconsin
$2.76M +$39.5K +774 +1%