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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Crumly & Associates
Illinois
$1.05M -$206 -4 -0%
IF
152
Intrua Financial
Texas
$1.05M +$409K +7,947 +63%
PTC
153
Private Trust Company
Ohio
$1.03M +$10.3K +200 +1%
SEP
154
Southland Equity Partners
Missouri
$1.03M -$1.52M -29,468 -59%
PG
155
Patten Group
Tennessee
$988K +$189K +3,682 +23%
MSFS
156
Main Street Financial Solutions
Pennsylvania
$985K +$994K +19,319 New
SCM
157
Seascape Capital Management
New Hampshire
$969K -$82.3K -1,600 -8%
HPC
158
Hobart Private Capital
North Carolina
$956K +$22K +427 +2%
GVAG
159
Great Valley Advisor Group
Delaware
$949K +$406K +7,897 +74%
PMFA
160
Plante Moran Financial Advisors
Michigan
$918K +$666K +12,955 +257%
TNBTD
161
Trustmark National Bank Trust Department
Mississippi
$915K -$96.4K -1,874 -9%
WFAG
162
Worth Financial Advisory Group
North Carolina
$914K -$13.2K -257 -1%
FSG
163
Financial Strategies Group
Michigan
$893K +$2.52K +49 +0.3%
FF
164
Friday Financial
Iowa
$847K +$854K +16,614 New
MCM
165
MAI Capital Management
Ohio
$843K +$850K +16,533 New
SWMG
166
Signature Wealth Management Group
Georgia
$841K +$127K +2,466 +18%
CFG
167
Cooper Financial Group
California
$840K +$6.84K +133 +0.8%
WSWA
168
Warren Street Wealth Advisors
California
$837K +$155K +3,010 +22%
MMHP
169
Murphy Middleton Hinkle & Parker
Georgia
$837K – – –
TPW
170
TL Private Wealth
Texas
$834K +$7.46K +145 +0.9%
IPW
171
Impact Partnership Wealth
Georgia
$817K +$36.8K +716 +5%
TC
172
TownSquare Capital
Utah
$816K +$283K +5,497 +52%
BRWA
173
B. Riley Wealth Advisors
Florida
$776K +$514 +10 +0.1%
CIA
174
Concurrent Investment Advisors
Florida
$775K +$431K +8,384 +123%
CAG
175
Csenge Advisory Group
Florida
$769K -$80.4K -1,564 -9%