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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$876K -$7.78K -391 -0.9%
FF
52
Francis Financial
$859K +$64K +3,219 +8%
SCA
53
Snowden Capital Advisors
New York
$807K +$115K +5,778 +17%
OAM
54
Occidental Asset Management
California
$798K -$32.4K -1,629 -4%
TCOO
55
Trust Company of Oklahoma
Oklahoma
$751K
OPOWM
56
One Plus One Wealth Management
Florida
$726K
PCIA
57
Prime Capital Investment Advisors
Kansas
$717K
HPC
58
Hobart Private Capital
North Carolina
$703K +$114K +5,737 +19%
RA
59
RFG Advisory
Alabama
$697K +$4.28K +215 +0.6%
PSCM
60
Per Stirling Capital Management
Texas
$681K -$563K -28,278 -45%
ACMA
61
Arbor Capital Management (Alaska)
Alaska
$678K +$1.37K +69 +0.2%
SL
62
SWMG LLC
Texas
$663K -$399K -20,070 -38%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$652K +$13.4K +675 +2%
EH
64
Equitable Holdings
New York
$618K +$284K +14,258 +84%
SPI
65
Sutton Place Investors
New York
$617K
SFS
66
Security Financial Services
Indiana
$617K +$20.6K +1,036 +3%
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
$594K +$151K +7,566 +34%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$591K -$171K -8,607 -22%
PWP
69
Principle Wealth Partners
Connecticut
$580K -$176K -8,844 -23%
HW
70
Hedeker Wealth
Illinois
$558K -$25.4K -1,276 -4%
FVWA
71
Foster Victor Wealth Advisors
South Carolina
$515K +$518K +26,043 New
PVI
72
Pine Valley Investments
New Jersey
$456K +$458K +23,008 New
Comerica Bank
73
Comerica Bank
Texas
$449K -$3.8K -191 -0.8%
CWP
74
Core Wealth Partners
California
$443K +$444K +22,335 New
ATPW
75
Ashton Thomas Private Wealth
Arizona
$418K