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First Trust Short Duration Managed Municipal ETF
FSMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
51
Strategic Blueprint
Georgia
$434K -$14.3K -719 -3%
EFL
52
ERn Financial LLC
Wisconsin
$424K +$425K +21,367 New
CCMG
53
Clark Capital Management Group
Pennsylvania
$384K +$385K +19,367 New
OIA
54
OneDigital Investment Advisors
Kansas
$363K +$78.9K +3,970 +28%
GWA
55
GGM Wealth Advisors
Maryland
$350K – – –
LI
56
LVZ Inc
Michigan
$302K – – –
RJT
57
Raymond James Trust
Florida
$300K – – –
ATPW
58
Ashton Thomas Private Wealth
Arizona
$291K +$291K +14,646 New
SFS
59
Security Financial Services
Indiana
$287K +$287K +14,441 New
KWS
60
Keystone Wealth Services
California
$278K – – –
AAS
61
Ameritas Advisory Services
Nebraska
$268K -$209K -10,523 -44%
SPI
62
Sutton Place Investors
New York
$263K -$1.99M -100,000 -88%
CBFP
63
Cedar Brook Financial Partners
Ohio
$262K -$44.1K -2,217 -14%
GSC
64
G&S Capital
Colorado
$255K -$104K -5,232 -29%
MTWM
65
Masso Torrence Wealth Management
New Jersey
$254K +$255K +12,805 New
WCFA
66
Walkner Condon Financial Advisors
Wisconsin
$252K -$215K -10,788 -46%
CMS
67
Capital Market Strategies
Florida
$251K -$1.83K -92 -0.7%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$246K – – –
RA
69
RFG Advisory
Alabama
$232K +$231K +11,592 New
EWP
70
Engrave Wealth Partners
Texas
$225K +$226K +11,347 New
DAS
71
Dynamic Advisor Solutions
Arizona
$216K +$217K +10,905 New
CCM
72
Condor Capital Management
New Jersey
$214K -$4.32M -217,098 -95%
EP
73
Eudaimonia Partners
Tennessee
$214K +$676 +34 +0.3%
MWM
74
Mattern Wealth Management
Kansas
$209K -$59.8K -3,005 -22%
AWS
75
Atria Wealth Solutions
New York
$203K +$203K +10,233 New
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