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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$959K -$110K -5,517 -10%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$911K -$52.6K -2,638 -5%
CIA
53
Concurrent Investment Advisors
Florida
$862K +$54.9K +2,752 +7%
DADC
54
D.A. Davidson & Co
Montana
$860K -$329K -16,494 -28%
KPWS
55
Kestra Private Wealth Services
Texas
$829K -$50K -2,510 -6%
SG
56
StoneX Group
New York
$828K +$158K +7,913 +23%
OAM
57
Occidental Asset Management
California
$796K +$26.9K +1,350 +3%
TCOO
58
Trust Company of Oklahoma
Oklahoma
$752K
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$747K +$62.7K +3,143 +9%
AWM
60
Avaii Wealth Management
Wisconsin
$716K +$318K +15,965 +79%
IWA
61
Inspirion Wealth Advisors
Illinois
$712K -$75.8K -3,802 -10%
ACMA
62
Arbor Capital Management (Alaska)
Alaska
$705K +$20K +1,001 +3%
PFS
63
Prospera Financial Services
Texas
$699K +$60.5K +3,032 +9%
MWM
64
Modern Wealth Management
Kansas
$680K -$281K -14,077 -29%
OPOWM
65
One Plus One Wealth Management
Florida
$674K -$12K -600 -2%
RA
66
RFG Advisory
Alabama
$656K -$2.23K -112 -0.3%
PAG
67
Private Advisor Group
New Jersey
$648K +$101K +5,068 +18%
EH
68
Equitable Holdings
New York
$622K +$78.9K +3,955 +14%
MCM
69
MAI Capital Management
Ohio
$573K +$576K +28,905 New
SFS
70
Security Financial Services
Indiana
$562K -$72K -3,610 -11%
FVWA
71
Foster Victor Wealth Advisors
South Carolina
$554K +$35.8K +1,793 +7%
AA
72
Armis Advisers
Georgia
$531K +$533K +26,743 New
SCA
73
Snowden Capital Advisors
New York
$524K -$36K -1,804 -6%
PCIA
74
Prime Capital Investment Advisors
Kansas
$496K -$223K -11,160 -31%
WIA
75
World Investment Advisors
California
$476K +$479K +24,006 New