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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$453K +$110K +5,496 +32%
GA
77
GSG Advisors
New Jersey
$411K +$3.11K +156 +0.8%
Jane Street
78
Jane Street
New York
$410K +$412K +20,648 New
WWM
79
Western Wealth Management
Colorado
$400K +$402K +20,181 New
GSWM
80
Golden State Wealth Management
California
$389K +$391K +19,613 New
LCM
81
Lunt Capital Management
Utah
$386K
SOS
82
Silver Oak Securities
Tennessee
$386K
TWM
83
TCFG Wealth Management
California
$366K +$42.6K +2,138 +13%
PWP
84
Principle Wealth Partners
Connecticut
$357K -$3.75K -188 -1%
NFG
85
Norris Financial Group
South Carolina
$351K +$72.1K +3,614 +26%
CIAS
86
Capital Investment Advisory Services
North Carolina
$330K +$31.1K +1,561 +10%
JSW
87
Journey Strategic Wealth
New Jersey
$328K -$2.27K -114 -0.7%
DAS
88
Dynamic Advisor Solutions
Arizona
$315K +$317K +15,893 New
ATPW
89
Ashton Thomas Private Wealth
Arizona
$304K
CCA
90
Clearwater Capital Advisors
Illinois
$298K
WCFA
91
Walkner Condon Financial Advisors
Wisconsin
$295K -$127K -6,379 -30%
RWA
92
Rooted Wealth Advisors
Illinois
$292K -$419 -21 -0.1%
IWA
93
Integrity Wealth Advisors
California
$284K +$286K +14,325 New
NW
94
Naviter Wealth
Arkansas
$275K -$27.4K -1,375 -9%
NGA
95
Naples Global Advisors
Florida
$268K
NG
96
Novem Group
New York
$258K +$259K +13,000 New
CCM
97
Chilton Capital Management
Texas
$247K
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$244K -$47.9K -2,400 -16%
CAS
99
Coppell Advisory Solutions
Texas
$238K +$189K +9,500 +376%
AI
100
Atria Investments
North Carolina
$234K -$38.3K -1,921 -14%