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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSG
151
Financial Strategies Group
Michigan
$878K -$77.4K -1,555 -8%
MPIA
152
Milestones Private Investment Advisors
New York
$868K +$867K +17,431 New
HPC
153
Hobart Private Capital
North Carolina
$831K -$445K -8,948 -35%
MMHP
154
Murphy Middleton Hinkle & Parker
Georgia
$827K
RA
155
RFG Advisory
Alabama
$823K -$212K -4,264 -21%
FF
156
Friday Financial
Iowa
$814K -$13.9K -280 -2%
MSFS
157
Main Street Financial Solutions
Pennsylvania
$805K +$804K +16,161 New
EWM
158
EPG Wealth Management
Georgia
$797K +$5.52K +111 +0.7%
IA
159
IFP Advisors
Florida
$789K +$5.92K +119 +0.8%
HF
160
HRT Financial
New York
$782K +$781K +15,704 New
WSWA
161
Warren Street Wealth Advisors
California
$771K -$31.3K -629 -4%
AWS
162
Atria Wealth Solutions
New York
$717K +$56.1K +1,128 +9%
TPW
163
TL Private Wealth
Texas
$684K +$4.18K +84 +0.6%
SWMG
164
Signature Wealth Management Group
Georgia
$679K -$65.1K -1,309 -9%
MCM
165
MAI Capital Management
Ohio
$669K -$25.5K -512 -4%
CCA
166
Cottonwood Capital Advisors
Utah
$657K -$11.3K -228 -2%
NC
167
NewSquare Capital
Pennsylvania
$655K +$17K +342 +3%
DWA
168
Delos Wealth Advisors
Texas
$649K
First Trust Advisors
169
First Trust Advisors
Illinois
$642K -$898K -18,050 -58%
GWM
170
Geneos Wealth Management
Colorado
$640K +$426K +8,558 +200%
VA
171
VestGen Advisors
Illinois
$634K +$2.24K +45 +0.4%
SFS
172
Security Financial Services
Indiana
$630K +$75.3K +1,513 +14%
IWM
173
IHT Wealth Management
Illinois
$630K +$57.8K +1,162 +10%
IA
174
Intellus Advisors
Florida
$628K
OAM
175
Occidental Asset Management
California
$615K -$4.97K -100 -0.8%