We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
176
Beacon Pointe Advisors
California
$222K +$1.24K +23 +0.6%
EWM
177
EPG Wealth Management
Georgia
$222K +$133K +2,462 +156%
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$220K +$808 +15 +0.4%
BWM
179
BT Wealth Management
Georgia
$214K -$88.8K -1,650 -30%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$211K – – –
DAS
181
Dynamic Advisor Solutions
Arizona
$205K +$201K +3,728 New
BEI
182
Benjamin Edwards Inc
Missouri
$181K +$485 +9 +0.3%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$142K +$538 +10 +0.4%
EP
184
Eudaimonia Partners
Tennessee
$128K – – –
RG
185
Retirement Group
California
$105K +$103K +1,915 New
WT
186
Washington Trust
Rhode Island
$92K -$17.6K -327 -16%
AA
187
AlphaMark Advisors
Kentucky
$77K – – –
OPS
188
Orion Portfolio Solutions
Nebraska
$73K +$269 +5 +0.4%
EIP
189
Ellis Investment Partners
Pennsylvania
$63K +$61.7K +1,146 New
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$56K +$323 +6 +0.6%
FHA
191
First Horizon Advisors
Tennessee
$34K +$215 +4 +0.6%
AIP
192
Ameritas Investment Partners
Nebraska
$30K – – –
AAP
193
Arax Advisory Partners
Colorado
$29K – – –
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$17K – – –
LFG
195
LifePlan Financial Group
Ohio
$15K – – –
WCG
196
Weaver Consulting Group
California
$7K +$6.73K +125 New
HFA
197
Hoover Financial Advisors
Pennsylvania
$3K +$3.12K +58 New
AWA
198
ARQ Wealth Advisors
Arizona
– -$3.71M -68,677 Closed
TFS
199
Thoroughbred Financial Services
Tennessee
– -$2.03M -37,536 Closed
MHR
200
Matthew Hamilton Rosenberg
– -$1.07M -19,730 Closed