We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
151
Benjamin F. Edwards & Company
Missouri
$966K +$40.5K +793 +4%
NW
152
Naviter Wealth
Arkansas
$961K +$85K +1,667 +10%
HNWAG
153
High Net Worth Advisory Group
Florida
$946K +$459 +9 +0%
WFAG
154
Worth Financial Advisory Group
North Carolina
$940K +$5.97K +117 +0.6%
MMHP
155
Murphy Middleton Hinkle & Parker
Georgia
$940K – – –
HPC
156
Hobart Private Capital
North Carolina
$930K +$329K +6,451 +55%
MA
157
MONECO Advisors
Connecticut
$900K -$150K -2,939 -14%
PTC
158
Private Trust Company
Ohio
$894K -$170K -3,323 -16%
EWM
159
EPG Wealth Management
Georgia
$861K -$795K -15,590 Closed
BRWA
160
B. Riley Wealth Advisors
Florida
$852K -$124K -2,424 -13%
AWA
161
Alta Wealth Advisors
Massachusetts
$844K +$612 +12 +0.1%
TPW
162
TL Private Wealth
Texas
$833K +$5.97K +117 +0.7%
VCM
163
Virtue Capital Management
Tennessee
$827K +$255 +5 +0%
CFG
164
Cooper Financial Group
California
$827K +$6.58K +129 +0.8%
CCA
165
Cottonwood Capital Advisors
Utah
$800K -$27.4K -537 -3%
SWMG
166
Signature Wealth Management Group
Georgia
$771K -$13.6K -267 -2%
WMR
167
Wealth Management Resources
Rhode Island
$756K -$1.49M -29,292 -66%
FSG
168
Financial Strategies Group
Michigan
$728K +$45.8K +898 +7%
EIA
169
Eldridge Investment Advisors
New Hampshire
$724K -$345K -6,760 -32%
PPWM
170
Paragon Private Wealth Management
Kentucky
$723K -$359K -7,046 -33%
NC
171
NewSquare Capital
Pennsylvania
$716K -$129K -2,520 -15%
BAM
172
Belpointe Asset Management
Nevada
$706K +$155K +3,037 +28%
FFN
173
Focus Financial Network
Minnesota
$690K +$475K +9,302 +227%
WSWA
174
Warren Street Wealth Advisors
California
$685K -$11.6K -228 -2%
DWA
175
Delos Wealth Advisors
Texas
$665K -$75.2K -1,475 -10%
5 6
7
8 9