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First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.59M -$291K -14,519 -15%
SA
27
Sanctuary Advisors
Indiana
$1.39M +$80.8K +4,025 +6%
SF
28
Summit Financial
New Jersey
$1.33M +$300K +14,943 +29%
MFG
29
Mainsail Financial Group
Washington
$1.25M -$657K -32,754 -34%
SL
30
Sentinus LLC
Illinois
$1.25M
SCFS
31
Stewardship Concepts Financial Services
Washington
$1.19M -$801K -39,905 -40%
WCM
32
WealthBridge Capital Management
Ohio
$1.15M +$50.3K +2,509 +5%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$1.1M
IWA
34
Inspirion Wealth Advisors
Illinois
$980K -$100K -5,000 -9%
PFS
35
Prospera Financial Services
Texas
$921K +$26.8K +1,337 +3%
JIR
36
James Investment Research
Ohio
$914K
Goldman Sachs
37
Goldman Sachs
New York
$895K +$404K +20,124 +82%
MP
38
McDonald Partners
Ohio
$852K
OAM
39
Occidental Asset Management
California
$833K +$329K +16,381 +65%
PAG
40
Private Advisor Group
New Jersey
$800K -$69K -3,437 -8%
MWM
41
Meridian Wealth Management
Kentucky
$717K +$97.1K +4,840 +16%
DAS
42
Dynamic Advisor Solutions
Arizona
$710K +$118K +5,890 +20%
BEI
43
Benjamin Edwards Inc
Missouri
$573K +$141K +7,036 +33%
CIAS
44
Capital Investment Advisory Services
North Carolina
$561K +$5.02K +250 +0.9%
CIA
45
Concurrent Investment Advisors
Florida
$530K +$6.9K +344 +1%
NFG
46
Norris Financial Group
South Carolina
$496K -$49.2K -2,450 -9%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$472K +$15.2K +758 +3%
HI
48
Harbour Investments
Wisconsin
$449K -$50.2K -2,500 -10%
MOS
49
MGO One Seven
Ohio
$411K +$22.9K +1,140 +6%
KFAS
50
Keating Financial Advisory Services
Kansas
$404K +$60.6K +3,019 +18%