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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
201
Strategic Blueprint
Georgia
$388K +$892 +18 +0.2%
IWA
202
Icon Wealth Advisors
Texas
$385K
BAM
203
Belpointe Asset Management
Nevada
$382K +$48.9K +987 +15%
OC
204
Oppenheimer & Co
New York
$377K
MFS
205
McNamara Financial Services
Massachusetts
$377K +$7.59K +153 +2%
WCM
206
WealthBridge Capital Management
Ohio
$377K -$72K -1,453 -16%
ATPW
207
Ashton Thomas Private Wealth
Arizona
$374K +$72.4K +1,460 +24%
CAM
208
Cozad Asset Management
Illinois
$365K
CA
209
Cetera Advisors
Colorado
$363K -$94.2K -1,899 -21%
QPW
210
Quantum Private Wealth
Florida
$361K
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$352K +$58.8K +1,186 +20%
FSG
212
Financial Strategies Group
Michigan
$342K +$37K +746 +12%
OFS
213
OneAscent Financial Services
Alabama
$336K +$332K +6,699 New
AIP
214
Ameritas Investment Partners
Nebraska
$336K +$243K +4,904 +273%
CBFP
215
Cedar Brook Financial Partners
Ohio
$328K -$346K -6,986 -52%
EWS
216
Evergreen Wealth Solutions
Pennsylvania
$322K +$52.6K +1,061 +20%
WI
217
Wintrust Investments
Illinois
$317K -$25.6K -516 -8%
Ameriprise
218
Ameriprise
Minnesota
$315K -$132K -2,662 -30%
CMS
219
Capital Market Strategies
Florida
$313K
SFG
220
Sovereign Financial Group
Connecticut
$304K -$109K -2,197 -27%
VFA
221
Valeo Financial Advisors
Indiana
$296K
QCIG
222
Quad-Cities Investment Group
Iowa
$294K -$261K -5,273 -47%
XF
223
XML Financial
Maryland
$287K -$172K -3,460 -38%
FPCG
224
Forum Private Client Group
Indiana
$285K +$14.7K +296 +5%
TIM
225
Total Investment Management
Arizona
$284K +$281K +5,677 New