We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSG
201
Financial Strategies Group
Michigan
$427K +$75.2K +1,483 +21%
ATPW
202
Ashton Thomas Private Wealth
Arizona
$425K – – –
GLA
203
Good Life Advisors
Pennsylvania
$420K +$421K +8,293 New
NWMG
204
National Wealth Management Group
Ohio
$401K -$9.13K -180 -2%
CWM
205
Cornerstone Wealth Management
Missouri
$395K +$1.47K +29 +0.4%
MFS
206
McNamara Financial Services
Massachusetts
$387K +$5.38K +106 +1%
AIP
207
Ameritas Investment Partners
Nebraska
$386K +$22.6K +445 +6%
CAM
208
Cozad Asset Management
Illinois
$383K – – –
SFS
209
Security Financial Services
Indiana
$382K +$71.3K +1,405 +23%
OC
210
Oppenheimer & Co
New York
$375K – – –
FHA
211
Flagship Harbor Advisors
Massachusetts
$372K -$127K -2,500 -25%
QPW
212
Quantum Private Wealth
Florida
$365K – – –
AI
213
Auour Investments
Massachusetts
$352K +$352K +6,949 New
WI
214
Wintrust Investments
Illinois
$342K -$14.7K -289 -4%
WCM
215
WealthBridge Capital Management
Ohio
$334K -$33.5K -660 -9%
SAG
216
Spotlight Asset Group
Illinois
$333K -$113K -2,221 -25%
CBFP
217
Cedar Brook Financial Partners
Ohio
$331K +$913 +18 +0.3%
SB
218
Strategic Blueprint
Georgia
$330K -$47.2K -931 -13%
AFG
219
ABLE Financial Group
Arizona
$325K +$325K +6,411 New
CMS
220
Capital Market Strategies
Florida
$316K +$316K +6,240 New
Citadel Advisors
221
Citadel Advisors
Florida
$316K +$316K +6,240 New
MAM
222
Meeder Asset Management
Ohio
$315K +$22K +433 +7%
SFG
223
Sovereign Financial Group
Connecticut
$305K -$2.59K -51 -0.8%
TIM
224
Total Investment Management
Arizona
$292K +$2.03K +40 +0.7%
FPCG
225
Forum Private Client Group
Indiana
$288K – – –