We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
76
Weitzel Financial Services
Iowa
$2.45M +$81.7K +1,594 +3%
ARG
77
Advisory Resource Group
Oklahoma
$2.44M +$2.02M +39,326 +447%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$2.43M +$327K +6,377 +15%
TWP
79
Tower Wealth Partners
Pennsylvania
$2.43M -$471K -9,201 -16%
CAN
80
Cetera Advisor Networks
California
$2.4M -$2.72M -53,170 -53%
WMR
81
Wealth Management Resources
Rhode Island
$2.38M -$752K -14,674 -24%
PPWM
82
Paragon Private Wealth Management
Kentucky
$2.38M -$186K -3,621 -7%
WFG
83
Wills Financial Group
Virginia
$2.38M -$91.5K -1,785 -4%
CCFM
84
Clear Creek Financial Management
Washington
$2.36M -$732K -14,284 -23%
SCA
85
Snowden Capital Advisors
New York
$2.36M -$27.3K -532 -1%
Renaissance Technologies
86
Renaissance Technologies
New York
$2.33M +$2.36M +46,020 New
DFA
87
DHJJ Financial Advisors
Illinois
$2.31M +$757K +14,774 +48%
Creative Planning
88
Creative Planning
Kansas
$2.29M -$2.63M -51,271 -53%
GVAG
89
Great Valley Advisor Group
Delaware
$2.25M -$5.92M -115,571 -72%
CA
90
Crumly & Associates
Illinois
$2.24M +$817K +15,949 +56%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$2.23M -$388K -7,568 -15%
SWA
92
Stratos Wealth Advisors
Ohio
$2.18M -$832K -16,237 -27%
3LCM
93
3D/L Capital Management
Connecticut
$2.1M +$27.3K +532 +1%
RWB
94
RMR Wealth Builders
New Jersey
$2.09M +$547K +10,681 +35%
MA
95
Mutual Advisors
Nebraska
$2.08M -$897K -17,508 -30%
AI
96
Atria Investments
North Carolina
$2.07M +$77K +1,502 +4%
EFL
97
ERn Financial LLC
Wisconsin
$2.07M -$7M -136,546 -77%
SFP
98
Strategic Financial Partners
Oregon
$2.04M +$116K +2,255 +6%
GWA
99
GGM Wealth Advisors
Maryland
$1.95M -$5.12K -100 -0.3%
OIA
100
OneDigital Investment Advisors
Kansas
$1.94M +$241K +4,710 +14%