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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
126
Southland Equity Partners
Missouri
$1.29M +$23.2K +457 +2%
SPC
127
Sigma Planning Corp
Michigan
$1.22M +$496K +9,749 +68%
SPI
128
Sutton Place Investors
New York
$1.22M +$19.8K +390 +2%
KPWS
129
Kestra Private Wealth Services
Texas
$1.19M +$73.6K +1,447 +7%
WFAG
130
Worth Financial Advisory Group
North Carolina
$1.18M +$413K +8,131 +54%
CCA
131
Cottonwood Capital Advisors
Utah
$1.17M -$8.54K -168 -0.7%
SWP
132
Summit Wealth Partners
Florida
$1.16M -$78.6K -1,547 -6%
PWM
133
Peterson Wealth Management
Nevada
$1.16M -$41.8K -823 -4%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$4.58M -90,136 -80%
SOS
135
Silver Oak Securities
Tennessee
$1.1M +$591K +11,630 +117%
HI
136
Harbour Investments
Wisconsin
$1.09M -$444K -8,736 -29%
WWA
137
WCG Wealth Advisors
Nevada
$1.08M -$32.7K -643 -3%
BRWA
138
B. Riley Wealth Advisors
Florida
$1.05M +$508 +10 +0%
BCI
139
Brinker Capital Investments
Pennsylvania
$1.05M -$522K -10,271 -33%
OPS
140
Orion Portfolio Solutions
Nebraska
$1.05M +$413K +8,131 +66%
MMHP
141
Murphy Middleton Hinkle & Parker
Georgia
$1.04M +$52.1K +1,024 +5%
GIA
142
Gladstone Institutional Advisory
Florida
$1.02M -$299K -5,879 -23%
EWM
143
EPG Wealth Management
Georgia
$985K +$38K +747 +4%
GVAG
144
Great Valley Advisor Group
Delaware
$983K -$1.59M -31,367 -62%
AC
145
Avestar Capital
New York
$951K +$44.4K +873 +5%
HNWAG
146
High Net Worth Advisory Group
Florida
$939K +$6.56K +129 +0.7%
NC
147
NewSquare Capital
Pennsylvania
$925K -$45.2K -890 -5%
ASN
148
Advisory Services Network
Georgia
$922K -$1.03M -20,298 -53%
CWM
149
Comprehensive Wealth Management
Washington
$919K +$489K +9,626 +114%
MIC
150
Means Investment Company
Maine
$917K -$170K -3,351 -16%