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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$894K -$222K -4,456 -20%
FSG
152
Financial Strategies Group
Michigan
$878K -$77.4K -1,555 -8%
MPIA
153
Milestones Private Investment Advisors
New York
$868K +$867K +17,431 New
HPC
154
Hobart Private Capital
North Carolina
$831K -$445K -8,948 -35%
MMHP
155
Murphy Middleton Hinkle & Parker
Georgia
$827K – – –
RA
156
RFG Advisory
Alabama
$823K -$212K -4,264 -21%
FF
157
Friday Financial
Iowa
$814K -$13.9K -280 -2%
MSFS
158
Main Street Financial Solutions
Pennsylvania
$805K +$804K +16,161 New
EWM
159
EPG Wealth Management
Georgia
$797K +$5.52K +111 +0.7%
IA
160
IFP Advisors
Florida
$789K +$5.92K +119 +0.8%
HF
161
HRT Financial
New York
$782K +$781K +15,704 New
WSWA
162
Warren Street Wealth Advisors
California
$771K -$31.3K -629 -4%
AWS
163
Atria Wealth Solutions
New York
$717K +$56.1K +1,128 +9%
TPW
164
TL Private Wealth
Texas
$684K +$4.18K +84 +0.6%
SWMG
165
Signature Wealth Management Group
Georgia
$679K -$65.1K -1,309 -9%
MCM
166
MAI Capital Management
Ohio
$669K -$25.5K -512 -4%
CCA
167
Cottonwood Capital Advisors
Utah
$657K -$11.3K -228 -2%
NC
168
NewSquare Capital
Pennsylvania
$655K +$17K +342 +3%
DWA
169
Delos Wealth Advisors
Texas
$649K – – –
First Trust Advisors
170
First Trust Advisors
Illinois
$642K -$898K -18,050 -58%
GWM
171
Geneos Wealth Management
Colorado
$640K +$426K +8,558 +200%
VA
172
VestGen Advisors
Illinois
$634K +$2.24K +45 +0.4%
SFS
173
Security Financial Services
Indiana
$630K +$75.3K +1,513 +14%
IWM
174
IHT Wealth Management
Illinois
$630K +$57.8K +1,162 +10%
IA
175
Intellus Advisors
Florida
$628K – – –