We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$1.37M +$1.4M +27,927 New
CCA
127
Clearwater Capital Advisors
Illinois
$1.35M +$20.6K +411 +2%
SPC
128
Sigma Planning Corp
Michigan
$1.35M +$129K +2,564 +10%
SEP
129
Southland Equity Partners
Missouri
$1.33M – – –
BCI
130
Brinker Capital Investments
Pennsylvania
$1.31M -$1.01M -20,084 -43%
OPS
131
Orion Portfolio Solutions
Nebraska
$1.31M -$1.01M -20,084 -43%
KFGK
132
Keystone Financial Group (Kentucky)
Kentucky
$1.3M +$1.33M +26,523 New
PPWM
133
Paragon Private Wealth Management
Kentucky
$1.28M -$188K -3,754 -13%
SPI
134
Sutton Place Investors
New York
$1.27M +$104K +2,070 +9%
SWP
135
Summit Wealth Partners
Florida
$1.24M +$14.8K +294 +1%
SPA
136
Sentinel Pension Advisors
Massachusetts
$1.23M +$33.2K +661 +3%
SCA
137
Snowden Capital Advisors
New York
$1.18M -$112K -2,233 -8%
AWM
138
AE Wealth Management
Kansas
$1.18M -$341K -6,791 -22%
NP
139
Nilsine Partners
Colorado
$1.13M -$101K -2,004 -8%
LFG
140
Larson Financial Group
Missouri
$1.1M -$57.1K -1,138 -5%
LFAS
141
Level Four Advisory Services
Texas
$1.08M -$260K -5,177 -19%
PWM
142
Peterson Wealth Management
Nevada
$1.07M -$305K -6,071 -22%
ASN
143
Advisory Services Network
Georgia
$1.06M +$40.7K +811 +4%
TNBTD
144
Trustmark National Bank Trust Department
Mississippi
$1.04M -$251K -5,000 -19%
BFG
145
Beacon Financial Group
Texas
$1.03M +$1.04M +20,663 New
AC
146
Avestar Capital
New York
$1.03M +$170K +3,389 +19%
AWS
147
Atria Wealth Solutions
New York
$994K -$201 -4 -0%
HI
148
Harbour Investments
Wisconsin
$980K -$58.4K -1,164 -5%
TPW
149
TL Private Wealth
Texas
$965K -$59K -1,174 -6%
RA
150
RFG Advisory
Alabama
$936K -$5.54M -110,361 -85%