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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Kingsview Wealth Management
Oregon
$243K +$240K +4,281 New
BRWA
202
B. Riley Wealth Advisors
Florida
$242K +$239K +4,265 New
ACA
203
Aptus Capital Advisors
Alabama
$241K -$126K -2,250 -35%
SAM
204
SignalPoint Asset Management
Missouri
$239K
HNW
205
High Note Wealth
Minnesota
$232K +$229K +4,094 New
BPA
206
Beacon Pointe Advisors
California
$231K +$1.29K +23 +0.6%
DAS
207
Dynamic Advisor Solutions
Arizona
$215K -$5.04K -90 -2%
FNWM
208
Financial Network Wealth Management
Utah
$211K +$209K +3,725 New
BEI
209
Benjamin Edwards Inc
Missouri
$209K +$22.6K +404 +12%
TF
210
TRH Financial
Iowa
$208K -$124K -2,209 -38%
Fisher Asset Management
211
Fisher Asset Management
Washington
$204K +$202K +3,604 New
OIM
212
Oder Investment Management
California
$203K +$201K +3,593 New
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$146K -$111K -1,977 -44%
AWM
214
Accel Wealth Management
Iowa
$142K +$140K +2,501 New
EP
215
Eudaimonia Partners
Tennessee
$141K
TFS
216
TrustCore Financial Services
Tennessee
$125K +$123K +2,200 New
RG
217
Retirement Group
California
$109K +$560 +10 +0.5%
WT
218
Washington Trust
Rhode Island
$95K
CAL
219
Capital Analysts LLC
Pennsylvania
$89K +$87.4K +1,561 New
EIP
220
Ellis Investment Partners
Pennsylvania
$66K +$392 +7 +0.6%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$57K +$56K +1,000 New
CFD
222
Creative Financial Designs
Indiana
$52K +$50.9K +909 New
FFA
223
Freedman Financial Associates
Massachusetts
$43K +$42K +750 New
IAIM
224
International Assets Investment Management
Florida
$40K +$39.2K +700 New
AIP
225
Ameritas Investment Partners
Nebraska
$31K