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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
201
Security Financial Services
Indiana
$462K +$969 +19 +0.2%
ARG
202
Advisory Resource Group
Oklahoma
$455K -$1.02K -20 -0.2%
FFA
203
Fragasso Financial Advisors
Pennsylvania
$454K – – –
SCM
204
Steele Capital Management
Iowa
$445K +$51.9K +1,017 +13%
HAS
205
HBW Advisory Services
California
$429K +$178K +3,491 +71%
HWA
206
HCR Wealth Advisors
California
$426K – – –
C
207
CEDRUS
Colorado
$421K -$3.62K -71 -0.9%
IFG
208
Independent Financial Group
California
$415K -$7.24K -142 -2%
VA
209
Valmark Advisers
Ohio
$415K -$20.4K -399 -5%
SWP
210
ShoreHaven Wealth Partners
New Jersey
$414K +$66.4K +1,302 +19%
PA
211
Pineridge Advisors
Missouri
$412K -$54.5K -1,069 -12%
FFS
212
Founders Financial Securities
Maryland
$411K +$411K +8,050 New
CWP
213
Core Wealth Partners
California
$411K +$41.6K +815 +11%
CCG
214
Catalina Capital Group
California
$406K -$29.4K -576 -7%
FIA
215
Foundations Investment Advisors
Arizona
$406K -$63.4K -1,243 -14%
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$397K – – –
KA
217
Kovack Advisors
Florida
$396K -$63.8K -1,250 -14%
RIA
218
Regal Investment Advisors
Michigan
$394K -$24.5K -481 -6%
NWMG
219
National Wealth Management Group
Ohio
$388K – – –
CWM
220
Cornerstone Wealth Management
Missouri
$387K -$12.4K -243 -3%
USCWA
221
U.S. Capital Wealth Advisors
Texas
$387K – – –
RJT
222
Raymond James Trust
Florida
$383K – – –
US Bancorp
223
US Bancorp
Minnesota
$382K – – –
BC
224
Bowman & Company
Wisconsin
$382K -$55.2K -1,082 -13%
MWM
225
Meridian Wealth Management
Kentucky
$381K +$381K +7,471 New