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First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
26
Raymond James Trust
Florida
$650K +$449K +22,522 +225%
NA
27
NewEdge Advisors
Louisiana
$589K +$66K +3,306 +13%
SWP
28
Stratos Wealth Partners
Ohio
$516K -$249K -12,500 -33%
Truist Financial
29
Truist Financial
North Carolina
$504K +$499K +25,000 New
FAIM
30
Financial Advocates Investment Management
Washington
$478K +$25.8K +1,292 +6%
JSW
31
Journey Strategic Wealth
New Jersey
$465K +$465K +23,307 New
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$444K -$171K -8,585 -28%
WWMSC
33
Wagner Wealth Management (South Carolina)
South Carolina
$435K -$433K -21,722 -50%
B
34
Bensler
Washington
$381K -$32.4K -1,626 -8%
DADC
35
D.A. Davidson & Co
Montana
$365K +$365K +18,300 New
FHA
36
First Horizon Advisors
Tennessee
$360K +$359K +18,015 New
CAN
37
Cetera Advisor Networks
California
$353K +$352K +17,664 New
VCM
38
Virtue Capital Management
Tennessee
$353K +$353K +17,704 New
SPIA
39
Steward Partners Investment Advisory
New York
$349K +$349K +17,500 New
MSFS
40
Main Street Financial Solutions
Pennsylvania
$345K -$382K -19,174 -53%
WIP
41
WealthCare Investment Partners
Rhode Island
$331K +$330K +16,563 New
KWM
42
Kingsview Wealth Management
Oregon
$329K -$185K -9,280 -36%
JCM
43
Jacobi Capital Management
Pennsylvania
$324K +$399 +20 +0.1%
KCFA
44
Key Client Fiduciary Advisors
New Jersey
$287K +$286K +14,360 New
MFS
45
McNamara Financial Services
Massachusetts
$276K
KIG
46
Kowal Investment Group
Wisconsin
$276K +$276K +13,823 New
DAS
47
Dynamic Advisor Solutions
Arizona
$243K -$6.08K -305 -2%
BCI
48
Brinker Capital Investments
Pennsylvania
$224K
WCM
49
WealthBridge Capital Management
Ohio
$217K +$217K +10,855 New
SFS
50
Security Financial Services
Indiana
$214K +$214K +10,722 New