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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
$455K +$1.14K +57 +0.2%
GA
77
GSG Advisors
New Jersey
$393K -$12.9K -646 -3%
TWM
78
TCFG Wealth Management
California
$357K -$9.91K -498 -3%
NW
79
Naviter Wealth
Arkansas
$351K +$74.9K +3,761 +27%
CIAS
80
Capital Investment Advisory Services
North Carolina
$343K +$12.2K +612 +4%
GSWM
81
Golden State Wealth Management
California
$343K -$47.2K -2,371 -12%
AAS
82
Avantax Advisory Services
Texas
$342K +$343K +17,235 New
SCA
83
Snowden Capital Advisors
New York
$336K -$189K -9,495 -36%
PWP
84
Principle Wealth Partners
Connecticut
$325K -$32.3K -1,624 -9%
JSW
85
Journey Strategic Wealth
New Jersey
$309K -$19.9K -1,000 -6%
ATPW
86
Ashton Thomas Private Wealth
Arizona
$304K
KPWS
87
Kestra Private Wealth Services
Texas
$298K -$533K -26,787 -64%
CCA
88
Clearwater Capital Advisors
Illinois
$298K
RWA
89
Rooted Wealth Advisors
Illinois
$292K -$657 -33 -0.2%
HCM
90
Howard Capital Management
Georgia
$288K +$288K +14,492 New
SW
91
Simplicity Wealth
New Jersey
$282K +$283K +14,201 New
BIG
92
Brookwood Investment Group
Arizona
$275K +$276K +13,862 New
ACI
93
Alpha Cubed Investments
California
$270K +$270K +13,580 New
AI
94
Atria Investments
North Carolina
$265K +$31.5K +1,584 +13%
NG
95
Novem Group
New York
$258K
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$251K +$6.59K +331 +3%
CCM
97
Chilton Capital Management
Texas
$247K
NGA
98
Naples Global Advisors
Florida
$238K -$29.9K -1,500 -11%
IWA
99
Integrity Wealth Advisors
California
$237K -$47.7K -2,394 -17%
AWM
100
AE Wealth Management
Kansas
$237K +$173K +8,705 +272%