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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$815K +$295K +14,783 +57%
IWA
52
Inspirion Wealth Advisors
Illinois
$793K -$142K -7,125 -15%
OAM
53
Occidental Asset Management
California
$776K +$15K +750 +2%
TCOO
54
Trust Company of Oklahoma
Oklahoma
$758K
PCIA
55
Prime Capital Investment Advisors
Kansas
$724K
OPOWM
56
One Plus One Wealth Management
Florida
$692K -$30.7K -1,537 -4%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$691K -$6.48K -325 -0.9%
ACMA
58
Arbor Capital Management (Alaska)
Alaska
$691K +$758 +38 +0.1%
SG
59
StoneX Group
New York
$676K +$237K +11,864 +54%
RA
60
RFG Advisory
Alabama
$664K -$25.9K -1,298 -4%
PFS
61
Prospera Financial Services
Texas
$644K +$642K +32,184 New
SFS
62
Security Financial Services
Indiana
$639K +$15.6K +783 +3%
SCA
63
Snowden Capital Advisors
New York
$564K -$31.5K -1,581 -5%
PAG
64
Private Advisor Group
New Jersey
$552K -$625K -31,351 -53%
EH
65
Equitable Holdings
New York
$549K -$140K -7,024 -20%
FVWA
66
Foster Victor Wealth Advisors
South Carolina
$522K +$1.06K +53 +0.2%
Truist Financial
67
Truist Financial
North Carolina
$467K +$249K +12,464 +115%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$425K -$77.9K -3,907 -16%
GA
69
GSG Advisors
New Jersey
$412K +$2.99K +150 +0.7%
AWM
70
Avaii Wealth Management
Wisconsin
$403K +$155K +7,780 +63%
SOS
71
Silver Oak Securities
Tennessee
$390K +$388K +19,455 New
LCM
72
Lunt Capital Management
Utah
$389K
Mariner
73
Mariner
Kansas
$385K -$623K -31,215 -62%
PWP
74
Principle Wealth Partners
Connecticut
$364K +$559 +28 +0.2%
SWP
75
Summit Wealth Partners
Florida
$347K