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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
76
Principle Wealth Partners
Connecticut
$359K -$220K -11,106 -38%
SWP
77
Summit Wealth Partners
Florida
$343K +$28.9K +1,464 +9%
AWA
78
Alta Wealth Advisors
Massachusetts
$338K -$2.41K -122 -0.7%
HI
79
Harbour Investments
Wisconsin
$328K -$19.3K -976 -6%
JSW
80
Journey Strategic Wealth
New Jersey
$322K +$322K +16,290 New
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$306K -$284K -14,350 -48%
CCA
82
Clearwater Capital Advisors
Illinois
$297K
Pathstone Holdings
83
Pathstone Holdings
New Jersey
$282K
NFG
84
Norris Financial Group
South Carolina
$275K +$275K +13,925 New
NGA
85
Naples Global Advisors
Florida
$267K
SF
86
Synovus Financial
Georgia
$253K
IWM
87
Iams Wealth Management
Nebraska
$248K -$35.6K -1,800 -13%
CCM
88
Chilton Capital Management
Texas
$246K
AWM
89
Avaii Wealth Management
Wisconsin
$244K +$244K +12,355 New
CIAS
90
Capital Investment Advisory Services
North Carolina
$238K +$34.8K +1,758 +17%
RWA
91
Rooted Wealth Advisors
Illinois
$233K +$32.4K +1,637 +16%
KWS
92
Keystone Wealth Services
California
$227K
BWM
93
BlackDiamond Wealth Management
New York
$227K +$225K +11,383 New
KWM
94
Kingsview Wealth Management
Oregon
$223K +$223K +11,262 New
Truist Financial
95
Truist Financial
North Carolina
$215K +$2.04K +103 +1%
SPC
96
Sigma Planning Corp
Michigan
$211K -$4.9K -248 -2%
MLRA
97
Main Line Retirement Advisors
Montana
$209K +$1.5K +76 +0.7%
IFG
98
Independent Financial Group
California
$208K -$190K -9,619 -48%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$203K
VCM
100
Virtue Capital Management
Tennessee
$201K