We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$276K +$8.56K +154 +3%
IWA
152
Inspirion Wealth Advisors
Illinois
$272K +$1.61K +29 +0.6%
AFC
153
AFT Forsyth & Company
Florida
$270K – – –
ARG
154
Advisory Resource Group
Oklahoma
$254K – – –
WS
155
Wedbush Securities
California
$253K – – –
APP
156
Avantax Planning Partners
Iowa
$251K +$258K +4,644 New
JP Morgan Chase
157
JP Morgan Chase
New York
$248K -$214K -3,858 -46%
HFP
158
Holistic Financial Partners
Indiana
$248K – – –
GRP
159
Global Retirement Partners
California
$243K +$83.4K +1,500 +50%
VFA
160
Valeo Financial Advisors
Indiana
$242K – – –
GSWM
161
Golden State Wealth Management
California
$240K +$247K +4,436 New
WIA
162
World Investment Advisors
California
$239K – – –
PMFA
163
Plante Moran Financial Advisors
Michigan
$237K -$96.6K -1,738 -28%
PWP
164
Principle Wealth Partners
Connecticut
$233K -$22.2K -400 -9%
SAM
165
SignalPoint Asset Management
Missouri
$228K – – –
RJT
166
Raymond James Trust
Florida
$224K +$231K +4,150 New
PWM
167
Peterson Wealth Management
Nevada
$222K -$22.5K -405 -9%
GTAM
168
Global Trust Asset Management
Florida
$217K -$551K -9,912 -71%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$216K +$4.33K +78 +2%
BPA
170
Beacon Pointe Advisors
California
$216K +$223K +4,004 New
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$207K – – –
SF
172
Synovus Financial
Georgia
$184K +$188K +3,390 New
BEI
173
Benjamin Edwards Inc
Missouri
$177K +$108K +1,939 +145%
VCP
174
Verus Capital Partners
Arizona
$152K +$42.6K +767 +38%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$135K +$143K +2,565 New