We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
151
IHT Wealth Management
Illinois
$386K -$246K -4,417 -39%
SPC
152
Sigma Planning Corp
Michigan
$379K -$128K -2,301 -25%
CA
153
Cetera Advisors
Colorado
$367K -$15.3K -275 -4%
ACA
154
Aptus Capital Advisors
Alabama
$361K – – –
FHA
155
Flagship Harbor Advisors
Massachusetts
$361K +$55.8K +1,000 +18%
GIM
156
Greenwich Investment Management
Connecticut
$335K -$926K -16,600 -73%
AWA
157
Arete Wealth Advisors
Illinois
$334K -$7.92K -142 -2%
SFS
158
Sowell Financial Services
Arkansas
$334K +$781 +14 +0.2%
WS
159
Wedbush Securities
California
$327K +$67.8K +1,215 +26%
TF
160
TRH Financial
Iowa
$327K +$93.4K +1,674 +40%
CFC
161
Coyle Financial Counsel
Illinois
$323K +$323K +5,800 New
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$300K +$57.8K +1,036 +24%
SCM
163
Seascape Capital Management
New Hampshire
$299K -$209K -3,750 -41%
GSWM
164
Golden State Wealth Management
California
$299K +$300K +5,386 New
MFG
165
Magnus Financial Group
New York
$293K +$11.5K +206 +4%
PWM
166
Peterson Wealth Management
Nevada
$289K +$34.7K +623 +14%
CWAF
167
Core Wealth Advisors (Florida)
Florida
$285K +$33.7K +605 +13%
ASN
168
Advisory Services Network
Georgia
$282K +$282K +5,065 New
IWA
169
Inspirion Wealth Advisors
Illinois
$281K +$1.39K +25 +0.5%
AFC
170
AFT Forsyth & Company
Florida
$278K – – –
GRP
171
Global Retirement Partners
California
$275K -$53K -950 -16%
Deutsche Bank
172
Deutsche Bank
Germany
$272K +$272K +4,884 New
LFG
173
Larson Financial Group
Missouri
$271K -$389K -6,973 -59%
US Bancorp
174
US Bancorp
Minnesota
$264K +$6.25K +112 +2%
JP Morgan Chase
175
JP Morgan Chase
New York
$256K – – –