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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
201
Ausdal Financial Partners
Iowa
$511K -$1.53M -29,868 -75%
MP
202
McDonald Partners
Ohio
$506K +$512K +10,000 New
CWM
203
Cornerstone Wealth Management
Missouri
$493K +$2.05K +40 +0.4%
Ameriprise
204
Ameriprise
Minnesota
$488K -$92.6K -1,807 -16%
HCM
205
Hollencrest Capital Management
California
$484K -$179K -3,500 -27%
CA
206
Cetera Advisors
Colorado
$483K +$62.9K +1,227 +15%
SWRP
207
Summit Wealth & Retirement Planning
California
$476K +$13.8K +270 +3%
SCM
208
Seascape Capital Management
New Hampshire
$468K – – –
AWM
209
Accel Wealth Management
Iowa
$460K +$13.9K +271 +3%
WCM
210
WealthBridge Capital Management
Ohio
$454K -$58K -1,131 -11%
CW
211
Connectus Wealth
Ohio
$451K +$456K +8,900 New
CWM
212
Collaborative Wealth Management
Florida
$448K +$453K +8,843 New
BFEC
213
Benjamin F. Edwards & Company
Missouri
$445K +$185K +3,608 +70%
CAL
214
Capital Analysts LLC
Pennsylvania
$433K -$24.9K -485 -5%
SFG
215
Sovereign Financial Group
Connecticut
$424K -$5.94K -116 -1%
GWM
216
Geneos Wealth Management
Colorado
$410K -$132K -2,573 -24%
TA
217
TrueWealth Advisors
Alabama
$410K +$83.9K +1,637 +25%
LSPW
218
Lake Street Private Wealth
Illinois
$404K -$916K -17,883 -69%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$397K -$231K -4,507 -37%
FSG
220
Financial Strategies Group
Michigan
$394K -$263K -5,128 -40%
EWM
221
EPG Wealth Management
Georgia
$384K +$57.5K +1,123 +17%
CWM
222
Comprehensive Wealth Management
Washington
$374K +$181K +3,540 +92%
MFS
223
McNamara Financial Services
Massachusetts
$371K +$375K +7,326 New
CAM
224
Cozad Asset Management
Illinois
$368K -$28.7K -560 -7%
QPW
225
Quantum Private Wealth
Florida
$364K – – –