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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARG
201
Advisory Resource Group
Oklahoma
$480K +$147K +2,951 +47%
KWM
202
Kaydan Wealth Management
Michigan
$478K -$127K -2,561 -22%
FIA
203
Foundations Investment Advisors
Arizona
$475K +$457K +9,186 New
PWM
204
Peterson Wealth Management
Nevada
$465K -$636K -12,793 -59%
KA
205
Kovack Advisors
Florida
$465K
HR
206
Hardy Reed
Mississippi
$465K +$448K +9,000 New
CWM
207
Collaborative Wealth Management
Florida
$459K
AWM
208
Apollon Wealth Management
South Carolina
$448K -$36K -724 -8%
AIP
209
Ameritas Investment Partners
Nebraska
$443K +$24.1K +485 +6%
OAM
210
Occidental Asset Management
California
$441K -$142K -2,852 -25%
RIA
211
Regal Investment Advisors
Michigan
$437K -$86.5K -1,739 -17%
HWA
212
HCR Wealth Advisors
California
$431K +$191K +3,844 +85%
C
213
CEDRUS
Colorado
$430K -$64.7K -1,300 -14%
KWM
214
Kingsview Wealth Management
Oregon
$420K -$15.2K -306 -4%
RJT
215
Raymond James Trust
Florida
$418K -$421K -8,458 -51%
SFS
216
Security Financial Services
Indiana
$416K +$4.78K +96 +1%
CCG
217
Catalina Capital Group
California
$407K +$392K +7,875 New
MWM
218
Meridian Wealth Management
Kentucky
$405K -$342K -6,877 -47%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$404K -$1.06M -21,328 -73%
CWM
220
Cornerstone Wealth Management
Missouri
$403K -$1.49K -30 -0.4%
NWMG
221
National Wealth Management Group
Ohio
$401K -$7.81K -157 -2%
MFS
222
McNamara Financial Services
Massachusetts
$398K +$4.97K +100 +1%
SCM
223
Steele Capital Management
Iowa
$398K +$383K +7,696 New
BC
224
Bowman & Company
Wisconsin
$394K +$380K +7,631 New
USCWA
225
U.S. Capital Wealth Advisors
Texas
$391K -$238K -4,775 -39%