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First Trust Ultra Short Duration Municipal ETF
FUMB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$584K +$125K +6,189 +27%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$581K – – –
KWM
28
Kingsview Wealth Management
Oregon
$519K +$520K +25,750 New
BFG
29
Barber Financial Group
Kansas
$434K -$22.1K -1,095 -5%
JCM
30
Jacobi Capital Management
Pennsylvania
$427K +$15.4K +761 +4%
SWA
31
Stratos Wealth Advisors
Ohio
$348K -$104K -5,169 -23%
PIA
32
Perennial Investment Advisors
California
$334K +$335K +16,608 New
KIG
33
Kowal Investment Group
Wisconsin
$331K -$19.8K -982 -6%
BCA
34
Bay Colony Advisors
Massachusetts
$317K +$317K +15,711 New
MFS
35
McNamara Financial Services
Massachusetts
$279K – – –
LNC
36
Lincoln National Corp
Pennsylvania
$241K +$241K +11,927 New
QWM
37
Quaker Wealth Management
New Jersey
$217K +$217K +10,750 New
AFP
38
Ausdal Financial Partners
Iowa
$211K -$238K -11,780 -53%
MAG
39
MRA Advisory Group
New Jersey
$208K +$208K +10,314 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$131K -$50.2K -2,488 -28%
HI
41
Harbour Investments
Wisconsin
$81K +$15K +744 +23%
VRM
42
Vectors Research Management
New York
$74K +$787 +39 +1%
IA
43
IFP Advisors
Florida
$30K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$11.8K -587 -40%
UBS Group
45
UBS Group
Switzerland
$16K +$15.6K +772 New
LA
46
LexAurum Advisors
Kansas
– -$714K -35,393 Closed
WCFA
47
Walkner Condon Financial Advisors
Wisconsin
– -$634K -31,453 Closed
T
48
TRUADVICE
Florida
– -$218K -10,815 Closed
SB
49
Strategic Blueprint
Georgia
– -$50K -2,499 Closed
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