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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$314K +$315K +15,100 New
MWM
52
Mattern Wealth Management
Kansas
$292K -$342K -16,423 -54%
KWS
53
Keystone Wealth Services
California
$291K +$292K +14,000 New
OMC
54
Old Mission Capital
Illinois
$273K +$274K +13,142 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$270K -$3.54K -170 -1%
CMS
56
Capital Market Strategies
Florida
$260K +$260K +12,478 New
OIA
57
OneDigital Investment Advisors
Kansas
$251K -$3.73K -179 -1%
NFG
58
Norris Financial Group
South Carolina
$223K -$89.3K -4,285 -29%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$218K +$218K +10,465 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$195K
FEG
61
Financial Enhancement Group
Indiana
$193K
APA
62
American Portfolios Advisors
New York
$175K -$38.3K -1,837 -18%
MTWM
63
Masso Torrence Wealth Management
New Jersey
$167K +$167K +8,033 New
TCWM
64
Total Clarity Wealth Management
Illinois
$156K
LFG
65
Larson Financial Group
Missouri
$148K +$1.4K +67 +0.9%
CWS
66
Confluence Wealth Services
Pennsylvania
$119K +$120K +5,760 New
HI
67
Harbour Investments
Wisconsin
$115K -$354K -16,959 -75%
VRM
68
Vectors Research Management
New York
$79K +$771 +37 +1%
FCMA
69
Foresight Capital Management Advisors
Michigan
$65K +$64.9K +3,112 New
CIAS
70
Capital Investment Advisory Services
North Carolina
$42K -$41.7K -2,000 -50%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$20K +$20K +959 New
GWM
72
Geneos Wealth Management
Colorado
$20K +$20.8K +1,000 New
CFGS
73
Concourse Financial Group Securities
Alabama
$4K
MIAN
74
Mariner Independent Advisor Network
Kansas
-$884K -42,303 Closed
FTUS
75
Flow Traders U.S.
New York
-$773K -37,024 Closed