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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Purus Wealth Management
California
$395K -$198 -4 -0.1%
SB
202
Strategic Blueprint
Georgia
$388K +$892 +18 +0.2%
IWA
203
Icon Wealth Advisors
Texas
$385K – – –
BAM
204
Belpointe Asset Management
Nevada
$382K +$48.9K +987 +15%
OC
205
Oppenheimer & Co
New York
$377K – – –
MFS
206
McNamara Financial Services
Massachusetts
$377K +$7.59K +153 +2%
WCM
207
WealthBridge Capital Management
Ohio
$377K -$72K -1,453 -16%
ATPW
208
Ashton Thomas Private Wealth
Arizona
$374K +$72.4K +1,460 +24%
CAM
209
Cozad Asset Management
Illinois
$365K – – –
CA
210
Cetera Advisors
Colorado
$363K -$94.2K -1,899 -21%
QPW
211
Quantum Private Wealth
Florida
$361K – – –
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$352K +$58.8K +1,186 +20%
FSG
213
Financial Strategies Group
Michigan
$342K +$37K +746 +12%
OFS
214
OneAscent Financial Services
Alabama
$336K +$332K +6,699 New
AIP
215
Ameritas Investment Partners
Nebraska
$336K +$243K +4,904 +273%
CBFP
216
Cedar Brook Financial Partners
Ohio
$328K -$346K -6,986 -52%
EWS
217
Evergreen Wealth Solutions
Pennsylvania
$322K +$52.6K +1,061 +20%
WI
218
Wintrust Investments
Illinois
$317K -$25.6K -516 -8%
Ameriprise
219
Ameriprise
Minnesota
$315K -$132K -2,662 -30%
CMS
220
Capital Market Strategies
Florida
$313K – – –
SFG
221
Sovereign Financial Group
Connecticut
$304K -$109K -2,197 -27%
VFA
222
Valeo Financial Advisors
Indiana
$296K – – –
QCIG
223
Quad-Cities Investment Group
Iowa
$294K -$261K -5,273 -47%
XF
224
XML Financial
Maryland
$287K -$172K -3,460 -38%
FPCG
225
Forum Private Client Group
Indiana
$285K +$14.7K +296 +5%