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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$1.92M +$817K +16,488 +75%
CCFM
102
Clear Creek Financial Management
Washington
$1.9M -$250K -5,035 -12%
PSCM
103
Per Stirling Capital Management
Texas
$1.75M +$1.73M +34,858 New
LS
104
Leelyn Smith
Illinois
$1.74M +$882K +17,787 +105%
SW
105
SteelPeak Wealth
California
$1.61M -$912K -18,403 -36%
SI
106
Saxon Interests
Texas
$1.6M +$1.57M +31,576 New
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$1.57M -$276K -5,557 -15%
BCI
108
Brinker Capital Investments
Pennsylvania
$1.54M -$13.4K -270 -0.9%
CIAS
109
Capital Investment Advisory Services
North Carolina
$1.52M +$14.4K +290 +1%
BWP
110
Bernardo Wealth Planning
Pennsylvania
$1.52M -$62.6K -1,263 -4%
HI
111
Harbour Investments
Wisconsin
$1.51M +$273K +5,510 +22%
CCA
112
Clearwater Capital Advisors
Illinois
$1.5M +$250K +5,048 +20%
IWS
113
Insight Wealth Strategies
California
$1.49M -$242K -4,886 -14%
PPWM
114
PFG Private Wealth Management
Florida
$1.48M -$316K -6,368 -18%
HighTower Advisors
115
HighTower Advisors
Illinois
$1.46M -$7.22M -145,566 -83%
APWA
116
Atlas Private Wealth Advisors
New Jersey
$1.36M -$77.3K -1,559 -5%
DFA
117
DHJJ Financial Advisors
Illinois
$1.36M -$880K -17,745 -40%
LFG
118
Larson Financial Group
Missouri
$1.35M -$169K -3,403 -11%
GWA
119
GGM Wealth Advisors
Maryland
$1.34M -$173K -3,480 -12%
SPA
120
Sentinel Pension Advisors
Massachusetts
$1.32M +$90.4K +1,823 +7%
SCA
121
Snowden Capital Advisors
New York
$1.32M -$212K -4,269 -14%
GIA
122
Gladstone Institutional Advisory
Florida
$1.3M -$243K -4,894 -16%
NA
123
NewEdge Advisors
Louisiana
$1.3M +$1.21M +24,443 +71%
LSPW
124
Lake Street Private Wealth
Illinois
$1.28M -$22.3K -449 -2%
SEP
125
Southland Equity Partners
Missouri
$1.25M