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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
176
Lincoln National Corp
Pennsylvania
$763K -$115K -2,241 -13%
WCFA
177
Walkner Condon Financial Advisors
Wisconsin
$746K +$22K +427 +3%
DWA
178
Delos Wealth Advisors
Texas
$745K +$746K +14,505 New
WSWA
179
Warren Street Wealth Advisors
California
$700K -$86.2K -1,676 -11%
FSG
180
Financial Strategies Group
Michigan
$679K +$294K +5,714 +75%
SWM
181
SeaCrest Wealth Management
New York
$623K -$24.3K -472 -4%
PCIA
182
Prime Capital Investment Advisors
Kansas
$615K +$103 +2 +0%
HPC
183
Hobart Private Capital
North Carolina
$604K +$113K +2,196 +23%
IWM
184
IHT Wealth Management
Illinois
$599K +$78K +1,515 +15%
GVAG
185
Great Valley Advisor Group
Delaware
$571K +$64K +1,244 +13%
Creative Planning
186
Creative Planning
Kansas
$570K -$761K -14,790 -57%
CAG
187
Csenge Advisory Group
Florida
$568K -$55.6K -1,080 -9%
OAM
188
Occidental Asset Management
California
$565K +$127K +2,470 +29%
BAM
189
Belpointe Asset Management
Nevada
$555K +$168K +3,260 +43%
PG
190
Patten Group
Tennessee
$545K +$49.9K +970 +10%
TWP
191
Tempus Wealth Planning
California
$545K -$30.5K -593 -5%
SI
192
Saxon Interests
Texas
$532K +$30.9K +600 +6%
GLA
193
Good Life Advisors
Pennsylvania
$524K -$80.4K -1,563 -13%
PP
194
PFS Partners
New Jersey
$518K +$506K +9,828 +3,947%
WAG
195
Wheelhouse Advisory Group
Missouri
$514K -$66K -1,282 -11%
MP
196
McDonald Partners
Ohio
$514K – – –
LCM
197
Lunt Capital Management
Utah
$511K – – –
ATPW
198
Ashton Thomas Private Wealth
Arizona
$508K – – –
OPOWM
199
One Plus One Wealth Management
Florida
$491K – – –
KWM
200
Kaydan Wealth Management
Michigan
$472K -$3.09K -60 -0.6%