We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
201
Walkner Condon Financial Advisors
Wisconsin
$513K +$17.6K +343 +4%
DAS
202
Dynamic Advisor Solutions
Arizona
$511K +$288K +5,609 +127%
MP
203
McDonald Partners
Ohio
$510K – – –
CAM
204
Cozad Asset Management
Illinois
$508K +$191K +3,707 +59%
SA
205
Sovran Advisors
California
$506K +$514K +9,993 New
SI
206
Saxon Interests
Texas
$502K -$18.5K -359 -4%
GIA
207
Gladstone Institutional Advisory
Florida
$493K -$21.4K -416 -4%
AIP
208
Ameritas Investment Partners
Nebraska
$492K +$17.5K +341 +4%
EIA
209
Eldridge Investment Advisors
New Hampshire
$490K -$16.5K -321 -3%
AA
210
Armis Advisers
Georgia
$484K +$488K +9,491 New
ATPW
211
Ashton Thomas Private Wealth
Arizona
$474K – – –
PPWM
212
Paragon Private Wealth Management
Kentucky
$472K -$101K -1,972 -18%
WIA
213
World Investment Advisors
California
$455K +$458K +8,914 New
FFA
214
Fragasso Financial Advisors
Pennsylvania
$454K -$119K -2,323 -21%
SPI
215
Sutton Place Investors
New York
$452K -$643K -12,498 -58%
SWP
216
ShoreHaven Wealth Partners
New Jersey
$445K -$48.9K -950 -10%
TSS
217
Two Sigma Securities
New York
$438K +$441K +8,584 New
HF
218
HRT Financial
New York
$437K +$441K +8,578 New
PAS
219
PKS Advisory Services
New York
$430K +$972K +18,891 New
VA
220
Valmark Advisers
Ohio
$428K +$13.2K +257 +3%
HWA
221
HCR Wealth Advisors
California
$426K – – –
ARG
222
Advisory Resource Group
Oklahoma
$416K +$1.13K +22 +0.3%
KWM
223
Kaydan Wealth Management
Michigan
$408K -$19.9K -386 -5%
AI
224
Auour Investments
Massachusetts
$403K +$90.6K +1,762 +29%
FIA
225
Foundations Investment Advisors
Arizona
$400K +$19.9K +386 +5%
7 8
9
10 11