We are live on ! Find out more
FSMB icon

First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Alta Wealth Advisors
Massachusetts
$813K -$129K -6,556 -14%
PIA
52
Panoramic Investment Advisors
Colorado
$789K +$784K +39,964 New
SCA
53
Snowden Capital Advisors
New York
$677K -$672K -34,216 -50%
ACMA
54
Arbor Capital Management (Alaska)
Alaska
$669K -$22.5K -1,148 -3%
DFA
55
DHJJ Financial Advisors
Illinois
$661K -$199K -10,116 -23%
FAIM
56
Financial Advocates Investment Management
Washington
$661K -$5.14K -262 -0.8%
ATPW
57
Ashton Thomas Private Wealth
Arizona
$621K +$140K +7,142 +29%
IFG
58
Independent Financial Group
California
$618K -$24.5K -1,250 -4%
SPI
59
Sutton Place Investors
New York
$614K +$610K +31,100 New
SFS
60
Security Financial Services
Indiana
$611K +$323K +16,468 +114%
SPIA
61
Steward Partners Investment Advisory
New York
$586K +$23.9K +1,217 +4%
KPWS
62
Kestra Private Wealth Services
Texas
$561K +$558K +28,416 New
RA
63
RFG Advisory
Alabama
$463K +$69.1K +3,519 +18%
DAS
64
Dynamic Advisor Solutions
Arizona
$452K +$201K +10,228 +81%
AFP
65
Ausdal Financial Partners
Iowa
$421K -$1.47M -74,671 -78%
IWM
66
Iams Wealth Management
Nebraska
$403K +$400K +20,400 New
CWA
67
Continuum Wealth Advisors
New York
$361K +$359K +18,281 New
NA
68
NewEdge Advisors
Louisiana
$343K +$56.8K +2,895 +2%
OIA
69
OneDigital Investment Advisors
Kansas
$328K -$14K -715 -4%
CCA
70
Clearwater Capital Advisors
Illinois
$320K +$318K +16,200 New
OPOWM
71
One Plus One Wealth Management
Florida
$320K +$318K +16,194 New
LI
72
LVZ Inc
Michigan
$301K
RJT
73
Raymond James Trust
Florida
$298K
Citadel Advisors
74
Citadel Advisors
Florida
$285K +$38K +1,934 +15%
MWP
75
Meridian Wealth Partners
Pennsylvania
$282K