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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$752K +$7.1K +138 +0.9%
KPWS
177
Kestra Private Wealth Services
Texas
$737K -$30.1K -586 -4%
Citadel Advisors
178
Citadel Advisors
Florida
$725K -$45.2K -879 -6%
AWS
179
Atria Wealth Solutions
New York
$720K -$419K -8,146 -37%
EWM
180
EPG Wealth Management
Georgia
$709K -$152K -2,963 -18%
CCA
181
Cottonwood Capital Advisors
Utah
$701K -$27.3K -530 -4%
DWA
182
Delos Wealth Advisors
Texas
$665K
OPOWM
183
One Plus One Wealth Management
Florida
$659K
HI
184
Harbour Investments
Wisconsin
$644K -$205K -3,977 -24%
IA
185
Intellus Advisors
Florida
$643K +$648K +12,597 New
Renaissance Technologies
186
Renaissance Technologies
New York
$627K -$5.52M -107,364 -90%
NC
187
NewSquare Capital
Pennsylvania
$627K -$29.1K -566 -4%
USCWA
188
U.S. Capital Wealth Advisors
Texas
$622K -$11.2K -218 -2%
FFN
189
Focus Financial Network
Minnesota
$607K -$7.15K -139 -1%
FFA
190
Fi3 Financial Advisors
Indiana
$581K
IWM
191
IHT Wealth Management
Illinois
$578K -$90.6K -1,761 -13%
SWM
192
SeaCrest Wealth Management
New York
$569K -$50.9K -990 -8%
SFS
193
Security Financial Services
Indiana
$557K +$81.7K +1,588 +17%
KeyBank National Association
194
KeyBank National Association
Ohio
$554K +$559K +10,868 New
US Bancorp
195
US Bancorp
Minnesota
$554K +$174K +3,376 +45%
PJWM
196
Philip James Wealth Mangement
Georgia
$554K +$559K +10,861 New
OAM
197
Occidental Asset Management
California
$538K
PCIA
198
Prime Capital Investment Advisors
Kansas
$530K -$9.51K -185 -2%
PP
199
PFS Partners
New Jersey
$523K +$2.26K +44 +0.4%
WCFA
200
Walkner Condon Financial Advisors
Wisconsin
$513K +$17.6K +343 +4%