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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$2.81M -$300K -15,321 -10%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2.36M -$36.6K -1,866 -2%
HCA
28
Heck Capital Advisors
Wisconsin
$2.16M -$151K -7,712 -7%
EIA
29
Eldridge Investment Advisors
New Hampshire
$2.02M +$731K +37,315 +58%
SI
30
Stephens Inc
Arkansas
$1.97M
ARG
31
Advisory Resource Group
Oklahoma
$1.96M +$12K +610 +0.6%
Wells Fargo
32
Wells Fargo
California
$1.92M +$923K +47,071 +96%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.91M -$197K -10,067 -10%
IA
34
IFP Advisors
Florida
$1.91M -$417K -21,288 -18%
VBFG
35
Vishria Bird Financial Group
Tennessee
$1.82M -$5.9K -301 -0.3%
IIL
36
Insight Inv LLC
California
$1.77M +$9.8K +500 +0.6%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$1.74M -$39.3K -2,007 -2%
SG
38
StoneX Group
New York
$1.56M +$10K +510 +0.7%
MA
39
Mutual Advisors
Nebraska
$1.49M -$5.06K -258 -0.3%
RJA
40
Raymond James & Associates
Florida
$1.42M +$106K +5,401 +8%
MWM
41
Modern Wealth Management
Kansas
$1.38M +$1.36M +69,348 New
IWC
42
Integrated Wealth Concepts
Massachusetts
$1.32M +$242K +12,367 +23%
FPWM
43
FSB Premier Wealth Management
Iowa
$1.28M -$96.5K -4,921 -7%
PAG
44
Private Advisor Group
New Jersey
$1.27M -$54.7K -2,791 -4%
LWA
45
LWS Wealth Advisors
New Jersey
$1.25M -$120K -6,134 -9%
PSCM
46
Per Stirling Capital Management
Texas
$1.25M -$463K -23,628 -27%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.22M -$194K -9,873 -14%
DADC
48
D.A. Davidson & Co
Montana
$1.2M -$98K -5,000 -8%
FAIM
49
Financial Advocates Investment Management
Washington
$1.18M +$490K +25,005 +73%
AI
50
Atria Investments
North Carolina
$1.11M -$387K -19,757 -26%