We are live on ! Find out more
FSMB icon

First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$1.24M +$1.22M +60,424 +4,028%
PVI
52
Pine Valley Investments
New Jersey
$1.2M +$101K +5,000 +9%
AWM
53
Avaii Wealth Management
Wisconsin
$1.1M -$3.26K -162 -0.3%
SFS
54
Security Financial Services
Indiana
$1.09M +$3.84K +191 +0.3%
CWM
55
Castle Wealth Management
Florida
$1.04M +$518K +25,739 +98%
SF
56
Summit Financial
New Jersey
$1.01M -$16.8K -837 -2%
SWP
57
Stratos Wealth Partners
Ohio
$1M +$168K +8,328 +20%
FPWM
58
FSB Premier Wealth Management
Iowa
$998K +$22.8K +1,132 +2%
PFS
59
Prospera Financial Services
Texas
$959K +$110K +5,468 +13%
Truist Financial
60
Truist Financial
North Carolina
$923K -$91.1K -4,528 -9%
PAG
61
Private Advisor Group
New Jersey
$902K +$27.4K +1,360 +3%
OAM
62
Occidental Asset Management
California
$880K -$38.7K -1,925 -4%
JIR
63
James Investment Research
Ohio
$856K -$14.2K -706 -2%
WA
64
Waddell & Associates
Tennessee
$792K +$294K +14,623 +58%
CIA
65
Concurrent Investment Advisors
Florida
$789K
DADC
66
D.A. Davidson & Co
Montana
$783K -$32.2K -1,600 -4%
SWTS
67
Stonehaven Wealth & Tax Solutions
Wisconsin
$704K +$223K +11,099 +46%
KPWS
68
Kestra Private Wealth Services
Texas
$674K +$413K +20,514 +155%
TCOO
69
Trust Company of Oklahoma
Oklahoma
$666K +$6.04K +300 +0.9%
NFG
70
Norris Financial Group
South Carolina
$646K +$129K +6,396 +25%
KFAS
71
Keating Financial Advisory Services
Kansas
$638K +$77K +3,826 +14%
DWP
72
Daymark Wealth Partners
Ohio
$629K +$634K +31,498 New
PWP
73
Principle Wealth Partners
Connecticut
$629K +$150K +7,453 +31%
EIA
74
Eldridge Investment Advisors
New Hampshire
$629K
CFG
75
Capital Financial Group
Colorado
$617K +$10.1K +500 +2%