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First Trust Short Duration Managed Municipal ETF
FSMB

Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
76
Foster Victor Wealth Advisors
South Carolina
$547K -$11.1K -554 -2%
CWM
77
Castle Wealth Management
Florida
$525K +$160K +7,955 +44%
NFG
78
Norris Financial Group
South Carolina
$520K – – –
WA
79
Waddell & Associates
Tennessee
$502K +$503K +25,059 New
SWTS
80
Stonehaven Wealth & Tax Solutions
Wisconsin
$484K +$485K +24,165 New
PWP
81
Principle Wealth Partners
Connecticut
$482K +$73.1K +3,644 +18%
SWP
82
Summit Wealth Partners
Florida
$469K – – –
WIA
83
World Investment Advisors
California
$449K -$40.3K -2,012 -8%
FTS
84
Fifth Third Securities
Ohio
$439K +$439K +21,880 New
OPOWM
85
One Plus One Wealth Management
Florida
$423K -$24.7K -1,234 -6%
SCA
86
Snowden Capital Advisors
New York
$417K +$110K +5,490 +36%
CWP
87
Core Wealth Partners
California
$398K -$116K -5,799 -23%
CIAS
88
Capital Investment Advisory Services
North Carolina
$395K +$12.3K +612 +3%
AWM
89
AE Wealth Management
Kansas
$369K +$29.5K +1,470 +9%
WIP
90
WealthCare Investment Partners
Rhode Island
$337K +$337K +16,788 New
KWS
91
Keystone Wealth Services
California
$331K – – –
NG
92
Novem Group
New York
$327K +$66.5K +3,315 +26%
FF
93
Foronjy Financial
California
$322K -$53.9K -2,688 -14%
IAIM
94
International Assets Investment Management
Florida
$301K +$301K +14,993 New
RWA
95
Rooted Wealth Advisors
Illinois
$290K -$6.82K -340 -2%
SAM
96
Strategy Asset Managers
California
$287K +$287K +14,330 New
P
97
&Partners
Tennessee
$287K +$287K +14,300 New
HW
98
Hedeker Wealth
Illinois
$272K +$6.18K +308 +2%
FFA
99
Farther Finance Advisors
California
$270K +$157K +7,842 +139%
KPWS
100
Kestra Private Wealth Services
Texas
$265K -$24.1K -1,201 -8%
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4
5 6