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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
176
Valmark Advisers
Ohio
$606K -$24.2K -478 -4%
PCIA
177
Prime Capital Investment Advisors
Kansas
$606K +$607K +11,963 New
SCM
178
Seascape Capital Management
New Hampshire
$598K -$2.54K -50 -0.4%
OAM
179
Occidental Asset Management
California
$596K +$207K +4,085 +53%
LNC
180
Lincoln National Corp
Pennsylvania
$595K -$47.9K -945 -7%
Creative Planning
181
Creative Planning
Kansas
$592K -$106K -2,100 -15%
TWP
182
Tempus Wealth Planning
California
$585K +$27.4K +541 +5%
CAG
183
Csenge Advisory Group
Florida
$562K +$4.21K +83 +0.8%
BW
184
Bison Wealth
Georgia
$562K +$562K +11,082 New
IGWM
185
ICA Group Wealth Management
Colorado
$549K -$80.1K -1,579 -13%
RPCA
186
Running Point Capital Advisors
California
$542K
MAP
187
Milestone Advisory Partners
North Carolina
$539K -$99.8K -1,967 -16%
RIA
188
Regal Investment Advisors
Michigan
$522K -$8.62K -170 -2%
MP
189
McDonald Partners
Ohio
$507K
LCM
190
Lunt Capital Management
Utah
$504K +$504K +9,947 New
CWM
191
Collaborative Wealth Management
Florida
$497K +$60.2K +1,188 +14%
AWM
192
Apollon Wealth Management
South Carolina
$487K -$44K -868 -8%
OPOWM
193
One Plus One Wealth Management
Florida
$482K +$234K +4,621 +95%
GVAG
194
Great Valley Advisor Group
Delaware
$477K -$502K -9,900 -51%
IF
195
Intrua Financial
Texas
$469K +$37.7K +744 +9%
KA
196
Kovack Advisors
Florida
$453K -$9.94K -196 -2%
IWP
197
Icon Wealth Partners
Texas
$439K +$49.4K +975 +13%
GWSG
198
GPS Wealth Strategies Group
Colorado
$438K +$321K +6,335 +274%
PWM
199
Purus Wealth Management
California
$435K -$1.77K -35 -0.4%
FSG
200
Financial Strategies Group
Michigan
$427K +$75.2K +1,483 +21%