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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
126
Tucker Asset Management
Colorado
$82K – – –
GEA
127
Glen Eagle Advisors
New Jersey
$80K +$80 +4 +0.1%
US Bancorp
128
US Bancorp
Minnesota
$68.1K +$12.8K +638 +23%
LFASL
129
Lugano Financial Advisors SA (LFA)
Switzerland
$60K +$60K +3,000 New
HBW
130
Hazlett, Burt & Watson
West Virginia
$55K – – –
EWM
131
Evolution Wealth Management
Florida
$32.8K – – –
GSWM
132
Golden State Wealth Management
California
$23.8K +$180 +9 +0.8%
PTC
133
Private Trust Company
Ohio
$22.7K +$10.4K +520 +84%
CAS
134
Coppell Advisory Solutions
Texas
$20.7K +$347K +17,345 New
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$18.2K +$18.4K +920 New
T
136
Tidemark
California
$15.1K – – –
CI
137
CX Institutional
Indiana
$10K +$80 +4 +0.8%
VWM
138
Vermillion Wealth Management
Minnesota
$5.38K – – –
PA
139
Parallel Advisors
California
$4K – – –
LFG
140
Larson Financial Group
Missouri
$604 – – –
IAA
141
Independent Advisor Alliance
North Carolina
– -$1.72M -86,209 Closed
SFS
142
Security Financial Services
Indiana
– -$1.09M -54,846 Closed
SF
143
Summit Financial
New Jersey
– -$1.01M -50,384 Closed
WA
144
Waddell & Associates
Tennessee
– -$792K -39,682 Closed
OMC
145
Old Mission Capital
Illinois
– -$462K -23,164 Closed
WWM
146
Western Wealth Management
Colorado
– -$409K -20,500 Closed
FF
147
Foronjy Financial
California
– -$315K -15,757 Closed
SAM
148
Strategy Asset Managers
California
– -$286K -14,330 Closed
HW
149
Hedeker Wealth
Illinois
– -$278K -13,911 Closed
RWA
150
Redhawk Wealth Advisors
Minnesota
– -$254K -12,734 Closed