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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
101
Insight Wealth Strategies
California
$884K +$348K +6,257 +62%
CA
102
Crumly & Associates
Illinois
$882K +$38.4K +691 +4%
IWM
103
IHT Wealth Management
Illinois
$782K +$262K +4,712 +48%
BWP
104
Bernardo Wealth Planning
Pennsylvania
$729K +$445K +8,000 +146%
IA
105
IFP Advisors
Florida
$726K +$646K +11,633 +641%
BFM
106
Boothbay Fund Management
New York
$673K +$692K +12,455 New
PCM
107
Prelude Capital Management
New York
$673K +$692K +12,455 New
HWA
108
HCR Wealth Advisors
California
$652K – – –
SAG
109
Spotlight Asset Group
Illinois
$649K – – –
OC
110
Oppenheimer & Co
New York
$635K +$326K +5,875 +100%
SWM
111
SeaCrest Wealth Management
New York
$627K +$129K +2,315 +25%
FA
112
FMA Advisory
Pennsylvania
$624K -$78.6K -1,415 -11%
CA
113
Cetera Advisors
Colorado
$623K +$100K +1,805 +19%
MOS
114
MGO One Seven
Ohio
$621K -$524K -9,436 -45%
MHS
115
M Holdings Securities
Oregon
$595K +$612K +11,008 New
CWM
116
Cornerstone Wealth Management
Missouri
$593K +$57.1K +1,028 +10%
CFGS
117
Concourse Financial Group Securities
Alabama
$579K +$178K +3,211 +43%
Ameriprise
118
Ameriprise
Minnesota
$563K – – –
BWM
119
BerganKDV Wealth Management
Minnesota
$525K -$24.8K -446 -4%
SPA
120
Sentinel Pension Advisors
Massachusetts
$524K +$538K +9,686 New
EWP
121
Engrave Wealth Partners
Texas
$522K – – –
RWA
122
Redhawk Wealth Advisors
Minnesota
$508K +$214K +3,858 +70%
QCIG
123
Quad-Cities Investment Group
Iowa
$507K +$1.61K +29 +0.3%
WCM
124
WealthBridge Capital Management
Ohio
$502K +$136K +2,441 +36%
JIP
125
Jaffetilchin Investment Partners
Florida
$501K -$397K -7,146 -44%