We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MP
201
McDonald Partners
Ohio
$520K – – –
EIA
202
Eldridge Investment Advisors
New Hampshire
$516K -$219K -4,248 -30%
WCFA
203
Walkner Condon Financial Advisors
Wisconsin
$505K +$147K +2,847 +41%
SWP
204
ShoreHaven Wealth Partners
New Jersey
$503K +$80.5K +1,560 +19%
SFS
205
Security Financial Services
Indiana
$485K +$14.7K +284 +3%
AIP
206
Ameritas Investment Partners
Nebraska
$483K +$4.96K +96 +1%
ATPW
207
Ashton Thomas Private Wealth
Arizona
$483K -$50K -969 -9%
GLA
208
Good Life Advisors
Pennsylvania
$478K -$29.9K -580 -6%
WAG
209
Wheelhouse Advisory Group
Missouri
$458K -$12K -233 -3%
KWM
210
Kaydan Wealth Management
Michigan
$436K -$36.3K -704 -8%
HWA
211
HCR Wealth Advisors
California
$434K – – –
FFA
212
Farther Finance Advisors
California
$432K +$326K +6,316 +316%
IFG
213
Independent Financial Group
California
$423K – – –
VA
214
Valmark Advisers
Ohio
$422K +$52 +1 +0%
ARG
215
Advisory Resource Group
Oklahoma
$422K -$40.8K -791 -9%
HAS
216
HBW Advisory Services
California
$412K -$24.6K -477 -6%
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$404K – – –
CC
218
Capstone Capital
Nevada
$401K +$398K +7,709 New
CWM
219
Cornerstone Wealth Management
Missouri
$396K +$1.65K +32 +0.4%
NWMG
220
National Wealth Management Group
Ohio
$392K -$2.79K -54 -0.7%
BC
221
Bowman & Company
Wisconsin
$390K +$981 +19 +0.3%
US Bancorp
222
US Bancorp
Minnesota
$389K – – –
MWM
223
Meridian Wealth Management
Kentucky
$388K – – –
FIA
224
Foundations Investment Advisors
Arizona
$387K -$25.4K -491 -6%
TWP
225
Tempus Wealth Planning
California
$384K -$99.5K -1,927 -21%