We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
201
Maia Wealth
Colorado
$451K +$49.9K +970 +12%
RCAG
202
Rehmann Capital Advisory Group
Michigan
$451K +$102K +1,994 +29%
IPW
203
Impact Partnership Wealth
Georgia
$441K -$8.74K -170 -2%
BAM
204
Belpointe Asset Management
Nevada
$440K -$16.4K -320 -4%
WIA
205
World Investment Advisors
California
$426K +$15.5K +302 +4%
HWA
206
HCR Wealth Advisors
California
$423K – – –
ARG
207
Advisory Resource Group
Oklahoma
$421K +$3.91K +76 +0.9%
PFA
208
Pure Financial Advisors
California
$416K – – –
IAS
209
Integrity Advisory Solutions
Texas
$415K +$16K +311 +4%
CPC
210
Cadia Private Client
New Jersey
$407K +$1.65K +32 +0.4%
OAJ
211
Ogorek Anthony Joseph
New York
$399K +$11.7K +227 +3%
USCWA
212
U.S. Capital Wealth Advisors
Texas
$389K -$114K -2,227 -22%
RI
213
Ruggiero Investments
Florida
$385K +$3.5K +68 +0.9%
CW
214
Cornerstone Wealth
Tennessee
$385K +$386K +7,515 New
SWP
215
ShoreHaven Wealth Partners
New Jersey
$374K -$10.4K -203 -3%
CW
216
Cooksen Wealth
Texas
$371K -$261K -5,074 -41%
SPI
217
Sutton Place Investors
New York
$349K +$2.37K +46 +0.7%
TCWM
218
Total Clarity Wealth Management
Illinois
$348K +$353K +6,867 New
AI
219
Auour Investments
Massachusetts
$343K -$24.9K -485 -7%
BFG
220
Beacon Financial Group
Texas
$327K – – –
VA
221
VestGen Advisors
Illinois
$323K +$20K +390 +7%
KA
222
Kovack Advisors
Florida
$315K – – –
CFC
223
Coyle Financial Counsel
Illinois
$314K – – –
TA
224
TrueWealth Advisors
Alabama
$309K -$109K -2,114 -26%
CAM
225
Cozad Asset Management
Illinois
$307K – – –
7 8
9
10 11