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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
76
World Investment Advisors
California
$469K -$2.46K -124 -0.5%
SWP
77
Summit Wealth Partners
Florida
$456K
FF
78
Foronjy Financial
California
$404K +$402K +20,308 New
CIAS
79
Capital Investment Advisory Services
North Carolina
$383K +$39.8K +2,011 +12%
CWM
80
Castle Wealth Management
Florida
$363K +$129K +6,500 +55%
TWM
81
TCFG Wealth Management
California
$356K -$1.43K -72 -0.4%
AWM
82
AE Wealth Management
Kansas
$329K +$91.9K +4,640 +39%
KWS
83
Keystone Wealth Services
California
$328K +$99K +5,000 +43%
PWP
84
Principle Wealth Partners
Connecticut
$326K +$376 +19 +0.1%
ATPW
85
Ashton Thomas Private Wealth
Arizona
$305K
CCA
86
Clearwater Capital Advisors
Illinois
$299K
RWA
87
Rooted Wealth Advisors
Illinois
$293K +$891 +45 +0.3%
AAS
88
Avantax Advisory Services
Texas
$272K -$71.2K -3,594 -21%
ACI
89
Alpha Cubed Investments
California
$270K
NG
90
Novem Group
New York
$259K
GSWM
91
Golden State Wealth Management
California
$250K -$92.8K -4,685 -27%
CCM
92
Chilton Capital Management
Texas
$248K
JSW
93
Journey Strategic Wealth
New Jersey
$248K -$61.4K -3,101 -20%
Mariner
94
Mariner
Kansas
$247K +$46.3K +2,337 +23%
SCA
95
Snowden Capital Advisors
New York
$246K -$90.3K -4,560 -27%
NGA
96
Naples Global Advisors
Florida
$239K
KPWS
97
Kestra Private Wealth Services
Texas
$233K -$65.8K -3,326 -22%
HH
98
Hilltop Holdings
Texas
$226K +$225K +11,342 New
HW
99
Hedeker Wealth
Illinois
$222K -$864K -43,648 -80%
CAL
100
Capital Analysts LLC
Pennsylvania
$218K