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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
51
Occidental Asset Management
California
$925K +$127K +6,400 +16%
JIR
52
James Investment Research
Ohio
$866K +$868K +43,586 New
CIA
53
Concurrent Investment Advisors
Florida
$856K -$7.53K -378 -0.9%
CGH
54
Crossmark Global Holdings
Texas
$848K +$850K +42,684 New
EH
55
Equitable Holdings
New York
$846K +$223K +11,201 +36%
RA
56
RFG Advisory
Alabama
$832K +$175K +8,788 +27%
AWM
57
Avaii Wealth Management
Wisconsin
$829K +$112K +5,635 +16%
PFS
58
Prospera Financial Services
Texas
$788K +$88.5K +4,446 +13%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$752K +$3.07K +154 +0.4%
CWP
60
Core Wealth Partners
California
$736K -$521K -26,182 -41%
ACMA
61
Arbor Capital Management (Alaska)
Alaska
$732K +$27.1K +1,362 +4%
DADC
62
D.A. Davidson & Co
Montana
$728K -$133K -6,695 -15%
IWA
63
Inspirion Wealth Advisors
Illinois
$705K -$6.63K -333 -0.9%
OPOWM
64
One Plus One Wealth Management
Florida
$677K +$2.17K +109 +0.3%
TCOO
65
Trust Company of Oklahoma
Oklahoma
$657K -$96.4K -4,841 -13%
SFS
66
Security Financial Services
Indiana
$645K +$82.4K +4,141 +15%
EIA
67
Eldridge Investment Advisors
New Hampshire
$626K -$391K -19,616 -38%
MWM
68
Modern Wealth Management
Kansas
$625K -$56.1K -2,816 -8%
PAG
69
Private Advisor Group
New Jersey
$596K -$52.5K -2,638 -8%
FVWA
70
Foster Victor Wealth Advisors
South Carolina
$554K +$4.42K +222 +0.8%
PCIA
71
Prime Capital Investment Advisors
Kansas
$550K +$53K +2,660 +11%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$545K -$368K -18,496 -40%
AA
73
Armis Advisers
Georgia
$488K -$43.7K -2,193 -8%
NFG
74
Norris Financial Group
South Carolina
$486K +$135K +6,778 +38%
WIA
75
World Investment Advisors
California
$470K -$6.81K -342 -1%