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First Trust Short Duration Managed Municipal ETF
FSMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$933K +$251K +12,631 +37%
AWA
52
Alta Wealth Advisors
Massachusetts
$827K +$8.33K +420 +1%
KPWS
53
Kestra Private Wealth Services
Texas
$722K +$157K +7,903 +28%
ACMA
54
Arbor Capital Management (Alaska)
Alaska
$689K +$13.1K +658 +2%
ATPW
55
Ashton Thomas Private Wealth
Arizona
$674K +$48.4K +2,440 +8%
DFA
56
DHJJ Financial Advisors
Illinois
$670K +$3.47K +175 +0.5%
SPC
57
Sigma Planning Corp
Michigan
$631K -$260K -13,086 -29%
TCOO
58
Trust Company of Oklahoma
Oklahoma
$628K -$250K -12,624 -29%
SPI
59
Sutton Place Investors
New York
$618K – – –
SFS
60
Security Financial Services
Indiana
$615K +$397 +20 +0.1%
IFG
61
Independent Financial Group
California
$598K -$24.1K -1,217 -4%
FAIM
62
Financial Advocates Investment Management
Washington
$592K -$73.2K -3,690 -11%
RA
63
RFG Advisory
Alabama
$383K -$77.4K -3,900 -17%
OPOWM
64
One Plus One Wealth Management
Florida
$380K +$57.6K +2,901 +18%
OAM
65
Occidental Asset Management
California
$380K +$379K +19,092 New
OIA
66
OneDigital Investment Advisors
Kansas
$347K +$16.7K +840 +5%
CWA
67
Continuum Wealth Advisors
New York
$337K -$26.6K -1,340 -7%
CCA
68
Clearwater Capital Advisors
Illinois
$322K – – –
HI
69
Harbour Investments
Wisconsin
$314K +$126K +6,336 +67%
RJT
70
Raymond James Trust
Florida
$300K – – –
MWP
71
Meridian Wealth Partners
Pennsylvania
$284K – – –
AWM
72
AE Wealth Management
Kansas
$282K +$26.2K +1,319 +10%
WCFA
73
Walkner Condon Financial Advisors
Wisconsin
$280K -$550K -27,711 -66%
PVI
74
Pine Valley Investments
New Jersey
$277K +$277K +13,983 New
AAS
75
Ameritas Advisory Services
Nebraska
$268K – – –
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