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First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$425K -$8.16K -405 -2%
1IA
27
1834 Investment Advisors
Wisconsin
$399K
SWA
28
Stratos Wealth Advisors
Ohio
$380K +$379K +18,819 New
KIG
29
Kowal Investment Group
Wisconsin
$373K +$373K +18,513 New
T
30
TRUADVICE
Florida
$362K +$362K +17,960 New
JCM
31
Jacobi Capital Management
Pennsylvania
$327K +$50.8K +2,522 +18%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$282K +$282K +14,000 New
MFS
33
McNamara Financial Services
Massachusetts
$278K
AFP
34
Ausdal Financial Partners
Iowa
$211K +$211K +10,457 New
PIA
35
Perennial Investment Advisors
California
$206K +$206K +10,214 New
Fisher Asset Management
36
Fisher Asset Management
Washington
$202K +$202K +10,000 New
DFA
37
DHJJ Financial Advisors
Illinois
$201K +$201K +9,950 New
NFG
38
Next Financial Group
Texas
$192K -$486K -24,119 -72%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$120K
UBS Group
40
UBS Group
Switzerland
$62K +$61.9K +3,072 New
IA
41
IFP Advisors
Florida
$30K +$30.2K +1,500 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$5.5K -273 -17%
TAM
43
Tucker Asset Management
Colorado
$25.1K +$25.1K +1,245 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$21K +$40 +2 +0.2%
VRM
45
Vectors Research Management
New York
$12K +$11.6K +574 New
FPS
46
Fieldpoint Private Securities
Connecticut
$1K +$605 +30 New
OIA
47
OneDigital Investment Advisors
Kansas
-$659K -32,710 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$208K -10,324 Closed
PFS
49
Prospera Financial Services
Texas
-$39K -1,950 Closed
Wells Fargo
50
Wells Fargo
California
-$37.5K -1,862 -100%