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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Continuum Wealth Advisors
New York
$407K -$26.2K -1,317 -6%
GA
77
GSG Advisors
New Jersey
$401K +$2.69K +135 +0.7%
IFG
78
Independent Financial Group
California
$399K -$239K -12,011 -37%
LCM
79
Lunt Capital Management
Utah
$386K
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$364K -$1.54M -77,406 -81%
SW
81
Simplicity Wealth
New Jersey
$362K +$363K +18,232 New
HI
82
Harbour Investments
Wisconsin
$348K -$6.9K -347 -2%
AWA
83
Alta Wealth Advisors
Massachusetts
$342K -$4.67K -235 -1%
CAN
84
Cetera Advisor Networks
California
$331K -$145K -7,301 -30%
CIA
85
Concurrent Investment Advisors
Florida
$318K
SWP
86
Summit Wealth Partners
Florida
$315K
CCA
87
Clearwater Capital Advisors
Illinois
$298K
IWM
88
Iams Wealth Management
Nebraska
$285K +$24.1K +1,210 +9%
Pathstone Holdings
89
Pathstone Holdings
New Jersey
$283K
CWM
90
Castle Wealth Management
Florida
$282K -$11.2K -564 -4%
NGA
91
Naples Global Advisors
Florida
$268K
SF
92
Synovus Financial
Georgia
$254K +$254K +12,787 New
CCM
93
Chilton Capital Management
Texas
$247K
KWS
94
Keystone Wealth Services
California
$228K
OIA
95
OneDigital Investment Advisors
Kansas
$222K -$9.71K -488 -4%
SPC
96
Sigma Planning Corp
Michigan
$217K -$54.8K -2,754 -20%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$215K +$215K +10,829 New
AFP
98
Ausdal Financial Partners
Iowa
$215K +$215K +10,818 New
Truist Financial
99
Truist Financial
North Carolina
$213K +$214K +10,761 New
MLRA
100
Main Line Retirement Advisors
Montana
$208K +$1.81K +91 +0.9%