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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
151
Sentinel Pension Advisors
Massachusetts
$1.13M +$279K +4,919 +33%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$1.12M -$213K -3,753 -16%
PWM
153
Peterson Wealth Management
Nevada
$1.12M +$123K +2,161 +12%
MMHP
154
Murphy Middleton Hinkle & Parker
Georgia
$1.11M -$12.3K -217 -1%
RIA
155
Regal Investment Advisors
Michigan
$1.06M +$21.6K +381 +2%
CCA
156
Cottonwood Capital Advisors
Utah
$1.05M +$1.04M +18,392 New
HWA
157
HCR Wealth Advisors
California
$994K – – –
FSG
158
Financial Strategies Group
Michigan
$983K +$106K +1,868 +12%
CAG
159
Csenge Advisory Group
Florida
$965K -$78.2K -1,377 -8%
BWM
160
BerganKDV Wealth Management
Minnesota
$944K +$163K +2,872 +21%
HCM
161
Hollencrest Capital Management
California
$937K -$515K -9,069 -36%
CFG
162
Cooper Financial Group
California
$936K – – –
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$907K +$905K +15,923 New
USCWA
164
U.S. Capital Wealth Advisors
Texas
$871K – – –
MWM
165
Meridian Wealth Management
Kentucky
$856K +$5.96K +105 +0.7%
SWM
166
SeaCrest Wealth Management
New York
$842K -$91.9K -1,618 -10%
EWP
167
Engrave Wealth Partners
Texas
$839K -$264K -4,648 -24%
AWG
168
Altus Wealth Group
Colorado
$835K +$14.1K +249 +2%
TFA
169
Teamwork Financial Advisors
Texas
$834K -$4.6K -81 -0.6%
NWMG
170
National Wealth Management Group
Ohio
$825K +$822K +14,475 New
MFG
171
Magnus Financial Group
New York
$806K +$19.5K +344 +2%
PWA
172
PCG Wealth Advisors
Kansas
$798K +$796K +14,015 New
VA
173
Valmark Advisers
Ohio
$788K +$535K +9,424 +214%
SPC
174
Sigma Planning Corp
Michigan
$779K -$18.5K -325 -2%
SFA
175
Sequoia Financial Advisors
Ohio
$765K +$763K +13,423 New