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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
101
Cedar Brook Financial Partners
Ohio
$375K +$375K +6,753 New
WEC
102
Winslow Evans & Crocker
Massachusetts
$360K +$35.4K +638 +11%
AIS
103
Accurate Investment Solutions
Pennsylvania
$348K +$305K +5,500 +720%
PMFA
104
Plante Moran Financial Advisors
Michigan
$340K -$11.1K -200 -3%
OC
105
Oppenheimer & Co
New York
$313K +$313K +5,638 New
RIA
106
Regal Investment Advisors
Michigan
$311K +$222 +4 +0.1%
GWM
107
Geneos Wealth Management
Colorado
$303K +$144K +2,600 +91%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$284K +$23K +414 +9%
AFC
109
AFT Forsyth & Company
Florida
$278K
SPC
110
Sigma Planning Corp
Michigan
$268K +$268K +4,825 New
ARG
111
Advisory Resource Group
Oklahoma
$261K +$261K +4,699 New
IWA
112
Inspirion Wealth Advisors
Illinois
$258K +$258K +4,642 New
VFA
113
Valeo Financial Advisors
Indiana
$250K +$250K +4,500 New
CP
114
Camelot Portfolios
Ohio
$247K +$888 +16 +0.4%
GSWM
115
Golden State Wealth Management
California
$246K
CCFM
116
Clear Creek Financial Management
Washington
$239K +$239K +4,311 New
CF
117
Centaurus Financial
California
$237K +$64.9K +1,170 +38%
BPWA
118
Beacon Pointe Wealth Advisors
California
$220K +$1.39K +25 +0.6%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$212K -$33.8K -610 -14%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$189K +$75.6K +1,363 +67%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$181K +$58.3K +1,051 +47%
CFGS
122
Concourse Financial Group Securities
Alabama
$171K +$92.2K +1,662 +118%
US Bancorp
123
US Bancorp
Minnesota
$105K +$21.9K +394 +26%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$87K -$44.2K -797 -34%
AIP
125
Ameritas Investment Partners
Nebraska
$76K +$388 +7 +0.5%