We are live on ! Find out more
FUMB icon

First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Barber Financial Group
Kansas
$1.15M +$183K +9,177 +19%
Truist Financial
27
Truist Financial
North Carolina
$960K +$468K +23,456 +94%
SCA
28
Snowden Capital Advisors
New York
$933K -$880K -44,126 -48%
IIL
29
Insight Inv LLC
California
$899K +$99.7K +5,000 +12%
SWP
30
Stratos Wealth Partners
Ohio
$850K +$340K +17,024 +66%
JIR
31
James Investment Research
Ohio
$817K +$822K +41,230 New
HW
32
Hedeker Wealth
Illinois
$785K -$113K -5,644 -12%
EH
33
Equitable Holdings
New York
$780K
RJT
34
Raymond James Trust
Florida
$645K
KWM
35
Kingsview Wealth Management
Oregon
$621K +$297K +14,865 +90%
FAIM
36
Financial Advocates Investment Management
Washington
$618K +$145K +7,248 +30%
TC
37
Titleist Capital
Texas
$541K +$545K +27,308 New
MP
38
McDonald Partners
Ohio
$525K +$529K +26,500 New
CCM
39
Chilton Capital Management
Texas
$496K +$499K +25,018 New
SPC
40
Sigma Planning Corp
Michigan
$461K +$464K +23,249 New
SPI
41
Sutton Place Investors
New York
$416K +$419K +21,000 New
B
42
Bensler
Washington
$388K +$9.55K +479 +3%
HAS
43
HBW Advisory Services
California
$371K +$373K +18,702 New
NFG
44
Nations Financial Group
Iowa
$370K +$372K +18,667 New
DADC
45
D.A. Davidson & Co
Montana
$363K
DAS
46
Dynamic Advisor Solutions
Arizona
$361K +$121K +6,076 +50%
VCM
47
Virtue Capital Management
Tennessee
$351K
CAN
48
Cetera Advisor Networks
California
$351K +$618 +31 +0.2%
APA
49
American Portfolios Advisors
New York
$350K +$200K +10,001 +130%
SPIA
50
Steward Partners Investment Advisory
New York
$347K