We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$66.6M +$10.3M +193,397 +19%
Bank of America
2
Bank of America
North Carolina
$48.1M +$9.69M +182,597 +26%
UBS Group
3
UBS Group
Switzerland
$48M -$2.61M -49,182 -5%
LPL Financial
4
LPL Financial
California
$21.3M +$1.96M +36,899 +10%
FFG
5
Frisch Financial Group
New York
$13.7M +$2.92M +54,970 +28%
RJA
6
Raymond James & Associates
Florida
$12.7M +$335K +6,306 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.7M +$852K +16,052 +7%
OAM
8
Oppenheimer Asset Management
New York
$11.3M +$11.1M +209,351 New
OAJ
9
Ogorek Anthony Joseph
New York
$10.9M +$10.8M +203,225 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$7.44M +$6.89M +129,846 New
EIA
11
Eldridge Investment Advisors
New Hampshire
$7.22M +$109K +2,060 +2%
LPT
12
Legacy Private Trust
Wisconsin
$6.25M +$5.79M +109,150 +1,562%
AAS
13
Avantax Advisory Services
Texas
$6.17M +$6.08M +114,510 New
BCP
14
Blackhawk Capital Partners
Wisconsin
$6.15M +$1.44M +27,194 +31%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.58M +$2.46M +46,319 +119%
EFL
16
ERn Financial LLC
Wisconsin
$4.38M +$2.26M +42,525 +109%
GAG
17
GM Advisory Group
New York
$4.36M +$1.22M +23,074 +40%
AG
18
Advisor Group
Arizona
$4.34M +$837K +15,778 +24%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.33M -$109K -2,063 -3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.15M +$131K +2,472 +3%
Jane Street
21
Jane Street
New York
$4.15M +$123K +2,315 +3%
CCG
22
Cypress Capital Group
Florida
$3.69M +$1.22M +22,950 +50%
SCA
23
Snowden Capital Advisors
New York
$2.41M -$452K -8,525 -16%
CCA
24
Clearwater Capital Advisors
Illinois
$2.26M +$258K +4,862 +13%
BFG
25
Barber Financial Group
Kansas
$2.16M +$530K +9,987 +33%