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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
201
Benjamin F. Edwards & Company
Missouri
$427K -$2.03K -40 -0.5%
SAG
202
Spotlight Asset Group
Illinois
$427K +$447K +8,800 New
WCFA
203
Walkner Condon Financial Advisors
Wisconsin
$426K -$1.09M -21,359 -71%
TA
204
TrueWealth Advisors
Alabama
$420K +$26.5K +522 +6%
SWRP
205
Summit Wealth & Retirement Planning
California
$404K -$56.4K -1,110 -12%
SFG
206
Sovereign Financial Group
Connecticut
$403K -$5.84K -115 -1%
CWM
207
Comprehensive Wealth Management
Washington
$398K +$40K +788 +11%
MSFS
208
Main Street Financial Solutions
Pennsylvania
$398K -$541K -10,639 -57%
PWM
209
Purus Wealth Management
California
$384K +$401K +7,887 New
TSS
210
Two Sigma Securities
New York
$377K +$393K +7,735 New
US Bancorp
211
US Bancorp
Minnesota
$376K -$140K -2,752 -26%
SB
212
Strategic Blueprint
Georgia
$376K -$132K -2,597 -25%
IWA
213
Icon Wealth Advisors
Texas
$374K +$390K +7,685 New
OC
214
Oppenheimer & Co
New York
$367K -$401K -7,897 -51%
TLP
215
Trinity Legacy Partners
Texas
$365K -$1.41M -27,767 -79%
SWP
216
ShoreHaven Wealth Partners
New Jersey
$365K +$46.7K +920 +14%
TWP
217
Tempus Wealth Planning
California
$365K +$381K +7,502 New
MFS
218
McNamara Financial Services
Massachusetts
$359K +$2.49K +49 +0.7%
CAM
219
Cozad Asset Management
Illinois
$355K – – –
QPW
220
Quantum Private Wealth
Florida
$350K – – –
WSWA
221
Warren Street Wealth Advisors
California
$343K -$1.83K -36 -0.5%
WI
222
Wintrust Investments
Illinois
$333K -$177K -3,476 -34%
BAM
223
Belpointe Asset Management
Nevada
$323K +$337K +6,635 New
Jane Street
224
Jane Street
New York
$319K -$18.7M -368,922 -98%
FFN
225
Focus Financial Network
Minnesota
$313K -$6.25K -123 -2%