We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
201
HCR Wealth Advisors
California
$423K – – –
PCIA
202
Prime Capital Investment Advisors
Kansas
$419K -$22.1K -443 -5%
PFA
203
Pure Financial Advisors
California
$417K – – –
MW
204
Maia Wealth
Colorado
$399K +$142K +2,841 +57%
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$395K – – –
HF
206
HRT Financial
New York
$394K -$396K -7,931 -51%
SPI
207
Sutton Place Investors
New York
$386K -$46K -921 -11%
OC
208
Oppenheimer & Co
New York
$380K +$5K +100 +1%
US Bancorp
209
US Bancorp
Minnesota
$380K – – –
IAS
210
Integrity Advisory Solutions
Texas
$374K +$369K +7,378 New
M1FG
211
Mach-1 Financial Group
Arkansas
$374K +$369K +7,378 New
CWM
212
Cornerstone Wealth Management
Missouri
$370K -$2.85K -57 -0.8%
SWP
213
ShoreHaven Wealth Partners
New Jersey
$367K +$41.1K +822 +13%
AWA
214
Alta Wealth Advisors
Massachusetts
$359K -$4.7K -94 -1%
SWM
215
SeaCrest Wealth Management
New York
$351K -$40K -800 -10%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$346K -$56.6K -1,133 -14%
HAS
217
HBW Advisory Services
California
$330K +$97.8K +1,956 +43%
RIA
218
Regal Investment Advisors
Michigan
$329K +$32.9K +658 +11%
BFG
219
Beacon Financial Group
Texas
$327K +$322K +6,451 New
BC
220
Bowman & Company
Wisconsin
$323K -$19.7K -395 -6%
TA
221
TrueWealth Advisors
Alabama
$322K +$80.5K +1,610 +34%
RCAG
222
Rehmann Capital Advisory Group
Michigan
$320K -$178K -3,553 -36%
AI
223
Auour Investments
Massachusetts
$317K +$44K +880 +16%
WAG
224
Wheelhouse Advisory Group
Missouri
$316K -$21.1K -422 -6%
KA
225
Kovack Advisors
Florida
$312K -$35K -700 -10%