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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Norris Financial Group
South Carolina
$692K +$691K +12,458 New
HWA
102
HCR Wealth Advisors
California
$669K
SAG
103
Spotlight Asset Group
Illinois
$646K +$666K +12,006 New
Ameriprise
104
Ameriprise
Minnesota
$578K -$290K -5,224 -33%
BWM
105
BerganKDV Wealth Management
Minnesota
$564K +$55.2K +996 +11%
IWS
106
Insight Wealth Strategies
California
$561K +$3.27K +59 +0.6%
CWM
107
Cornerstone Wealth Management
Missouri
$552K +$552K +9,944 New
SFPG
108
Stonebridge Financial Planning Group
Florida
$551K +$551K +9,925 New
GWM
109
Geneos Wealth Management
Colorado
$543K +$240K +4,320 +79%
IWM
110
IHT Wealth Management
Illinois
$542K -$210K -3,787 -28%
CA
111
Cetera Advisors
Colorado
$540K +$116K +2,084 +27%
EWP
112
Engrave Wealth Partners
Texas
$536K +$536K +9,664 New
SPC
113
Sigma Planning Corp
Michigan
$529K +$260K +4,695 +97%
QCIG
114
Quad-Cities Investment Group
Iowa
$519K +$2.55K +46 +0.5%
SWM
115
SeaCrest Wealth Management
New York
$515K +$514K +9,274 New
WEC
116
Winslow Evans & Crocker
Massachusetts
$486K +$125K +2,260 +35%
PA
117
PFG Advisors
Arizona
$477K +$777 +14 +0.2%
JP Morgan Chase
118
JP Morgan Chase
New York
$469K
NC
119
NewSquare Capital
Pennsylvania
$462K +$461K +8,315 New
BWM
120
BT Wealth Management
Georgia
$460K
AWA
121
Arete Wealth Advisors
Illinois
$459K -$67.5K -1,216 -13%
ACA
122
Aptus Capital Advisors
Alabama
$431K
CFGS
123
Concourse Financial Group Securities
Alabama
$416K +$245K +4,422 +144%
HAS
124
HBW Advisory Services
California
$413K +$410K +7,391 New
BFA
125
Brendel Financial Advisors
New Hampshire
$409K