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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
151
Hobart Private Capital
North Carolina
$876K
EC
152
Elequin Capital
New York
$871K +$870K +17,027 New
SEP
153
Southland Equity Partners
Missouri
$842K -$188K -3,678 -18%
GVAG
154
Great Valley Advisor Group
Delaware
$828K +$39.8K +778 +5%
GC
155
Gilbert & Cook
Iowa
$820K +$820K +16,036 New
EWS
156
Evergreen Wealth Solutions
Pennsylvania
$819K +$819K +16,025 New
WWA
157
WCG Wealth Advisors
Nevada
$806K +$242K +4,741 +43%
IWC
158
Integrated Wealth Concepts
Massachusetts
$791K -$172K -3,366 -18%
WSWA
159
Warren Street Wealth Advisors
California
$784K
PTC
160
Private Trust Company
Ohio
$776K +$57K +1,116 +8%
WFAG
161
Worth Financial Advisory Group
North Carolina
$761K +$760K +14,878 New
SI
162
Saxon Interests
Texas
$757K -$8.08K -158 -1%
OAM
163
Occidental Asset Management
California
$744K +$66.5K +1,300 +10%
UBS AM
164
UBS AM
Illinois
$741K +$741K +14,498 New
QWM
165
QP Wealth Management
New Jersey
$728K +$728K +14,235 New
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$717K +$717K +14,027 New
First Trust Advisors
167
First Trust Advisors
Illinois
$713K +$43K +841 +6%
TPW
168
TL Private Wealth
Texas
$712K +$5.37K +105 +0.8%
MLRA
169
Main Line Retirement Advisors
Montana
$710K -$1.94M -37,987 -73%
OC
170
Opinicus Capital
Florida
$688K -$283K -5,542 -29%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$687K -$49.8K -975 -7%
SFS
172
Security Financial Services
Indiana
$685K -$11.7K -228 -2%
PAS
173
PKS Advisory Services
New York
$679K -$31.2K -611 -4%
IWM
174
IHT Wealth Management
Illinois
$677K +$25.1K +492 +4%
HHCP
175
Hilton Head Capital Partners
South Carolina
$675K +$675K +13,203 New