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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
201
Spotlight Asset Group
Illinois
$427K +$447K +8,800 New
WCFA
202
Walkner Condon Financial Advisors
Wisconsin
$426K -$1.09M -21,359 -71%
TA
203
TrueWealth Advisors
Alabama
$420K +$26.5K +522 +6%
SWRP
204
Summit Wealth & Retirement Planning
California
$404K -$56.4K -1,110 -12%
SFG
205
Sovereign Financial Group
Connecticut
$403K -$5.84K -115 -1%
CWM
206
Comprehensive Wealth Management
Washington
$398K +$40K +788 +11%
MSFS
207
Main Street Financial Solutions
Pennsylvania
$398K -$541K -10,639 -57%
PWM
208
Purus Wealth Management
California
$384K +$401K +7,887 New
TSS
209
Two Sigma Securities
New York
$377K +$393K +7,735 New
US Bancorp
210
US Bancorp
Minnesota
$376K -$140K -2,752 -26%
SB
211
Strategic Blueprint
Georgia
$376K -$132K -2,597 -25%
IWA
212
Icon Wealth Advisors
Texas
$374K +$390K +7,685 New
OC
213
Oppenheimer & Co
New York
$367K -$401K -7,897 -51%
TLP
214
Trinity Legacy Partners
Texas
$365K -$1.41M -27,767 -79%
SWP
215
ShoreHaven Wealth Partners
New Jersey
$365K +$46.7K +920 +14%
TWP
216
Tempus Wealth Planning
California
$365K +$381K +7,502 New
MFS
217
McNamara Financial Services
Massachusetts
$359K +$2.49K +49 +0.7%
CAM
218
Cozad Asset Management
Illinois
$355K
QPW
219
Quantum Private Wealth
Florida
$350K
WSWA
220
Warren Street Wealth Advisors
California
$343K -$1.83K -36 -0.5%
WI
221
Wintrust Investments
Illinois
$333K -$177K -3,476 -34%
BAM
222
Belpointe Asset Management
Nevada
$323K +$337K +6,635 New
Jane Street
223
Jane Street
New York
$319K -$18.7M -368,922 -98%
FFN
224
Focus Financial Network
Minnesota
$313K -$6.25K -123 -2%
CMS
225
Capital Market Strategies
Florida
$304K -$45.4K -893 -13%