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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Occidental Asset Management
California
$1.89M +$369K +6,429 +24%
FHA
102
Flagship Harbor Advisors
Massachusetts
$1.87M
WWMSC
103
Wagner Wealth Management (South Carolina)
South Carolina
$1.84M -$112K -1,944 -6%
VCM
104
Virtue Capital Management
Tennessee
$1.83M +$1.85M +32,240 New
WA
105
WBH Advisory
Maryland
$1.81M +$1.83M +31,807 New
OIA
106
OneDigital Investment Advisors
Kansas
$1.8M -$207K -3,605 -10%
SEP
107
Southland Equity Partners
Missouri
$1.77M +$104K +1,811 +6%
DFA
108
DHJJ Financial Advisors
Illinois
$1.72M +$160K +2,793 +10%
PFS
109
Prospera Financial Services
Texas
$1.71M +$257K +4,477 +17%
CCM
110
Chiron Capital Management
Florida
$1.59M -$68.5K -1,192 -4%
AWA
111
Alta Wealth Advisors
Massachusetts
$1.58M +$310K +5,398 +24%
CCA
112
Clearwater Capital Advisors
Illinois
$1.58M -$184K -3,207 -10%
CIAS
113
Capital Investment Advisory Services
North Carolina
$1.55M +$40.2K +700 +3%
PPWM
114
PFG Private Wealth Management
Florida
$1.5M
MSFS
115
Main Street Financial Solutions
Pennsylvania
$1.49M +$8.5K +148 +0.6%
NA
116
NewEdge Advisors
Louisiana
$1.46M +$244K +4,247 +20%
HCM
117
Hollencrest Capital Management
California
$1.45M +$391K +6,811 +36%
LFG
118
Larson Financial Group
Missouri
$1.45M +$535K +9,321 +58%
MIC
119
Means Investment Company
Maine
$1.43M +$517 +9 +0%
NFG
120
Next Financial Group
Texas
$1.41M -$251K -4,379 -15%
P
121
&Partners
Tennessee
$1.39M -$46K -801 -3%
IWS
122
Insight Wealth Strategies
California
$1.38M -$81.9K -1,426 -6%
BRWA
123
B. Riley Wealth Advisors
Florida
$1.38M +$106K +1,842 +8%
QWM
124
QP Wealth Management
New Jersey
$1.33M +$17.3K +302 +1%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$1.33M -$98K -1,706 -7%