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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$871K -$671K -32,207 -43%
ASN
27
Advisory Services Network
Georgia
$793K +$372K +17,845 +88%
OCM
28
Objective Capital Management
Ohio
$779K +$781K +37,450 New
RWB
29
RMR Wealth Builders
New Jersey
$757K +$759K +36,392 New
TC
30
TownSquare Capital
Utah
$749K +$750K +36,000 New
AWA
31
Alta Wealth Advisors
Massachusetts
$726K +$252K +12,103 +53%
ACMA
32
Arbor Capital Management (Alaska)
Alaska
$711K +$712K +34,144 New
IA
33
IFP Advisors
Florida
$698K +$144K +6,892 +26%
IFG
34
Independent Financial Group
California
$680K +$163K +7,827 +32%
Truist Financial
35
Truist Financial
North Carolina
$669K -$90.9K -4,361 -12%
SPC
36
Sigma Planning Corp
Michigan
$612K +$68.7K +3,296 +13%
William Blair & Company
37
William Blair & Company
Illinois
$557K +$558K +26,750 New
AWG
38
Altus Wealth Group
Colorado
$545K +$546K +26,191 New
CAN
39
Cetera Advisor Networks
California
$538K -$1.84M -88,281 -77%
SB
40
Strategic Blueprint
Georgia
$506K +$119K +5,725 +31%
AAS
41
Ameritas Advisory Services
Nebraska
$493K +$494K +23,691 New
SWA
42
Stratos Wealth Advisors
Ohio
$488K
GSC
43
G&S Capital
Colorado
$485K -$375 -18 -0.1%
WWMSC
44
Wagner Wealth Management (South Carolina)
South Carolina
$474K +$396K +18,980 +498%
MSFS
45
Main Street Financial Solutions
Pennsylvania
$445K -$62.5K -3,000 -12%
FAIM
46
Financial Advocates Investment Management
Washington
$428K +$42K +2,017 +11%
LI
47
LVZ Inc
Michigan
$377K -$134K -6,435 -26%
GWA
48
GGM Wealth Advisors
Maryland
$364K +$120K +5,750 +49%
CBFP
49
Cedar Brook Financial Partners
Ohio
$349K +$349K +16,749 New
NA
50
NewEdge Advisors
Louisiana
$318K +$319K +15,282 New