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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$1.51M +$66.3K +1,332 +5%
PSCM
127
Per Stirling Capital Management
Texas
$1.5M -$2.49K -50 -0.2%
LAM
128
Lifestyle Asset Management
Texas
$1.48M -$681K -13,694 -32%
SEP
129
Southland Equity Partners
Missouri
$1.39M -$11.3K -227 -0.8%
SWA
130
Stratos Wealth Advisors
Ohio
$1.36M -$129K -2,584 -9%
Creative Planning
131
Creative Planning
Kansas
$1.34M -$620K -12,465 -32%
SPA
132
Sentinel Pension Advisors
Massachusetts
$1.31M +$10.1K +204 +0.8%
CCA
133
Clearwater Capital Advisors
Illinois
$1.31M -$110K -2,205 -8%
SWP
134
Summit Wealth Partners
Florida
$1.3M -$6.71K -135 -0.5%
IWC
135
Integrated Wealth Concepts
Massachusetts
$1.29M -$1.08M -21,723 -46%
AC
136
Avestar Capital
New York
$1.28M +$186K +3,738 +18%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$380K +7,648 +45%
LFG
138
Larson Financial Group
Missouri
$1.26M +$95.4K +1,917 +8%
KPWS
139
Kestra Private Wealth Services
Texas
$1.23M -$388K -7,799 -25%
CA
140
Crumly & Associates
Illinois
$1.21M -$1.7M -34,132 -59%
ASN
141
Advisory Services Network
Georgia
$1.16M +$46.3K +930 +4%
P
142
&Partners
Tennessee
$1.13M +$632K +12,707 +138%
SPI
143
Sutton Place Investors
New York
$1.13M -$201K -4,050 -16%
NP
144
Nilsine Partners
Colorado
$1.13M -$60.8K -1,223 -5%
PPWM
145
Paragon Private Wealth Management
Kentucky
$1.1M -$245K -4,924 -19%
SCA
146
Snowden Capital Advisors
New York
$1.06M -$181K -3,629 -15%
HI
147
Harbour Investments
Wisconsin
$1.06M +$24K +483 +2%
TNBTD
148
Trustmark National Bank Trust Department
Mississippi
$1.05M -$49.7K -1,000 -5%
LFAS
149
Level Four Advisory Services
Texas
$1.04M -$100K -2,018 -9%
PTC
150
Private Trust Company
Ohio
$1.03M +$112K +2,247 +13%