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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Castle Wealth Management
Florida
$233K – – –
KWS
102
Keystone Wealth Services
California
$229K – – –
BWM
103
BlackDiamond Wealth Management
New York
$221K – – –
IWM
104
Iams Wealth Management
Nebraska
$219K -$2.37K -119 -1%
IFG
105
Independent Financial Group
California
$219K +$11.3K +568 +5%
CAL
106
Capital Analysts LLC
Pennsylvania
$217K +$29.8K +1,496 +16%
AWA
107
Alta Wealth Advisors
Massachusetts
$216K +$637 +32 +0.3%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$204K – – –
VCM
109
Virtue Capital Management
Tennessee
$202K +$202K +10,153 New
LI
110
LVZ Inc
Michigan
$200K – – –
Mariner
111
Mariner
Kansas
$200K -$21.7K -1,089 -10%
KWM
112
Kingsview Wealth Management
Oregon
$199K – – –
PTC
113
Private Trust Company
Ohio
$190K +$178K +8,965 +1,455%
PB
114
Pinnacle Bancorp
Nebraska
$148K – – –
NS
115
NBC Securities
Alabama
$112K +$113K +5,669 +113,380%
FRA
116
Front Row Advisors
California
$99.3K – – –
FFA
117
Farther Finance Advisors
California
$79.1K -$1.91K -96 -2%
GEA
118
Glen Eagle Advisors
New Jersey
$69.3K – – –
US Bancorp
119
US Bancorp
Minnesota
$55K – – –
HI
120
Harbour Investments
Wisconsin
$54.5K – – –
CFD
121
Creative Financial Designs
Indiana
$53.2K – – –
LFG
122
Larson Financial Group
Missouri
$37.3K +$2.63K +132 +8%
CAM
123
Creekmur Asset Management
Illinois
$34.8K – – –
PS
124
Principal Securities
Iowa
$30.8K – – –
SPIA
125
Steward Partners Investment Advisory
New York
$29.8K -$11.9K -600 -29%