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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
151
Inspirion Wealth Advisors
Illinois
$272K +$1.61K +29 +0.6%
AFC
152
AFT Forsyth & Company
Florida
$270K
ARG
153
Advisory Resource Group
Oklahoma
$254K
WS
154
Wedbush Securities
California
$253K
APP
155
Avantax Planning Partners
Iowa
$251K +$258K +4,644 New
JP Morgan Chase
156
JP Morgan Chase
New York
$248K -$214K -3,858 -46%
HFP
157
Holistic Financial Partners
Indiana
$248K
GRP
158
Global Retirement Partners
California
$243K +$83.4K +1,500 +50%
VFA
159
Valeo Financial Advisors
Indiana
$242K
GSWM
160
Golden State Wealth Management
California
$240K +$247K +4,436 New
WIA
161
World Investment Advisors
California
$239K
PMFA
162
Plante Moran Financial Advisors
Michigan
$237K -$96.6K -1,738 -28%
PWP
163
Principle Wealth Partners
Connecticut
$233K -$22.2K -400 -9%
SAM
164
SignalPoint Asset Management
Missouri
$228K
RJT
165
Raymond James Trust
Florida
$224K +$231K +4,150 New
PWM
166
Peterson Wealth Management
Nevada
$222K -$22.5K -405 -9%
GTAM
167
Global Trust Asset Management
Florida
$217K -$551K -9,912 -71%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$216K +$4.33K +78 +2%
BPA
169
Beacon Pointe Advisors
California
$216K +$223K +4,004 New
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$207K
SF
171
Synovus Financial
Georgia
$184K +$188K +3,390 New
BEI
172
Benjamin Edwards Inc
Missouri
$177K +$108K +1,939 +145%
VCP
173
Verus Capital Partners
Arizona
$152K +$42.6K +767 +38%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$135K +$143K +2,565 New
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$128K +$31.6K +568 +32%