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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
BerganKDV Wealth Management
Minnesota
$603K +$68.2K +1,267 +13%
FSG
127
Financial Strategies Group
Michigan
$575K +$172K +3,185 +44%
Ameriprise
128
Ameriprise
Minnesota
$573K – – –
MOS
129
MGO One Seven
Ohio
$555K -$75.2K -1,397 -12%
WCM
130
WealthBridge Capital Management
Ohio
$545K +$33.4K +621 +7%
LS
131
Leelyn Smith
Illinois
$532K +$65.5K +1,217 +14%
EWP
132
Engrave Wealth Partners
Texas
$531K – – –
LFAS
133
Level Four Advisory Services
Texas
$518K +$209K +3,885 +70%
QCIG
134
Quad-Cities Investment Group
Iowa
$507K -$8.94K -166 -2%
RJT
135
Raymond James Trust
Florida
$505K +$271K +5,028 +121%
RWA
136
Redhawk Wealth Advisors
Minnesota
$502K -$15.3K -285 -3%
SCM
137
Seascape Capital Management
New Hampshire
$502K – – –
SPC
138
Sigma Planning Corp
Michigan
$501K +$17.8K +330 +4%
NFG
139
Next Financial Group
Texas
$498K -$408K -7,579 -46%
DWM
140
Doyle Wealth Management
Florida
$479K +$54 +1 +0%
CFGS
141
Concourse Financial Group Securities
Alabama
$478K -$108K -2,009 -19%
GWM
142
Geneos Wealth Management
Colorado
$469K -$24.7K -459 -5%
PA
143
PFG Advisors
Arizona
$466K +$862 +16 +0.2%
WEC
144
Winslow Evans & Crocker
Massachusetts
$461K +$215 +4 +0%
SPA
145
Sentinel Pension Advisors
Massachusetts
$436K -$94.4K -1,753 -18%
BRWM
146
B. Riley Wealth Management
Tennessee
$415K – – –
BFA
147
Brendel Financial Advisors
New Hampshire
$405K – – –
CA
148
Cetera Advisors
Colorado
$379K -$250K -4,637 -40%
JIP
149
Jaffetilchin Investment Partners
Florida
$367K -$140K -2,607 -28%
HAS
150
HBW Advisory Services
California
$367K +$359K +6,670 New