We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
T
151
TRUADVICE
Florida
$639K -$273K -4,820 -30%
PWM
152
Peterson Wealth Management
Nevada
$603K +$261K +4,610 +76%
TF
153
TIAA FSB
Florida
$598K +$601K +10,593 New
GWM
154
Geneos Wealth Management
Colorado
$593K +$1.76K +31 +0.3%
IWM
155
IHT Wealth Management
Illinois
$581K +$184K +3,236 +46%
IAN
156
Integrated Advisors Network
Texas
$581K +$584K +10,296 New
SFPG
157
Stonebridge Financial Planning Group
Florida
$573K -$89.3K -1,574 -14%
PWM
158
Purus Wealth Management
California
$566K +$11.2K +197 +2%
HAS
159
HBW Advisory Services
California
$564K +$39.9K +704 +8%
SPC
160
Sigma Planning Corp
Michigan
$562K +$51.9K +915 +10%
CWM
161
Cornerstone Wealth Management
Missouri
$551K -$17.6K -311 -3%
LNC
162
Lincoln National Corp
Pennsylvania
$551K +$25.2K +444 +5%
EWP
163
Engrave Wealth Partners
Texas
$545K – – –
IWP
164
Icon Wealth Partners
Texas
$522K +$524K +9,249 New
CFGS
165
Concourse Financial Group Securities
Alabama
$490K -$124K -2,194 -20%
FHA
166
Flagship Harbor Advisors
Massachusetts
$484K +$3.97K +70 +0.8%
BRWM
167
B. Riley Wealth Management
Tennessee
$476K – – –
AWG
168
Altus Wealth Group
Colorado
$466K +$166K +2,936 +56%
MFG
169
Magnus Financial Group
New York
$458K +$19.6K +345 +4%
CWM
170
Collaborative Wealth Management
Florida
$453K +$484K +8,539 New
IFG
171
Independent Financial Group
California
$447K +$449K +7,924 New
EWA
172
Encompass Wealth Advisors
Oregon
$438K +$437K +7,698 New
NFG
173
Nations Financial Group
Iowa
$426K +$101K +1,775 +31%
SB
174
Strategic Blueprint
Georgia
$421K +$152K +2,676 +56%
CA
175
Cetera Advisors
Colorado
$408K +$35.4K +624 +9%
5 6
7
8 9