We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
126
Traction Financial Partners
Wyoming
$1.3M -$259K -5,046 -16%
SI
127
Stephens Inc
Arkansas
$1.29M -$140K -2,729 -10%
CIA
128
Concurrent Investment Advisors
Florida
$1.28M -$103K -2,011 -7%
SCA
129
Snowden Capital Advisors
New York
$1.23M +$64K +1,246 +5%
AWA
130
Arkadios Wealth Advisors
Georgia
$1.22M +$170K +3,313 +16%
IA
131
IFP Advisors
Florida
$1.21M +$332K +6,455 +37%
SFS
132
Sowell Financial Services
Arkansas
$1.21M +$4.83K +94 +0.4%
CCFM
133
Clear Creek Financial Management
Washington
$1.14M +$7.09K +138 +0.6%
KPWS
134
Kestra Private Wealth Services
Texas
$1.13M +$9.61K +187 +0.8%
P
135
&Partners
Tennessee
$1.13M -$135K -2,618 -11%
BEI
136
Benjamin Edwards Inc
Missouri
$1.11M -$13.9K -270 -1%
SPWG
137
Syntegra Private Wealth Group
Missouri
$1.11M -$41.8K -814 -4%
AI
138
Atria Investments
North Carolina
$1.11M -$209K -4,062 -16%
SWP
139
Summit Wealth Partners
Florida
$1.09M – – –
BWP
140
Bernardo Wealth Planning
Pennsylvania
$1.08M -$3.03K -59 -0.3%
PJWM
141
Philip James Wealth Mangement
Georgia
$1.05M -$64.2K -1,249 -6%
IWC
142
Integrated Wealth Concepts
Massachusetts
$1.05M +$270K +5,243 +34%
HPC
143
Hobart Private Capital
North Carolina
$1.04M +$171K +3,324 +19%
FSG
144
Financial Strategies Group
Michigan
$971K +$32.5K +632 +3%
MPIA
145
Milestones Private Investment Advisors
New York
$970K +$3.55K +69 +0.4%
EWS
146
Evergreen Wealth Solutions
Pennsylvania
$949K +$140K +2,717 +17%
SWM
147
Scissortail Wealth Management
Oklahoma
$944K +$958K +18,639 New
CA
148
Crumly & Associates
Illinois
$931K – – –
LI
149
LVZ Inc
Michigan
$915K +$3.85K +75 +0.4%
BCI
150
Brinker Capital Investments
Pennsylvania
$912K +$315K +6,131 +52%
4 5
6
7 8