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
WIM
26
Westside Investment Management
California
$1M
ATPW
27
Ashton Thomas Private Wealth
Arizona
$983K
MP
28
McDonald Partners
Ohio
$914K
SI
29
Stephens Inc
Arkansas
$836K
PFS
30
Prospera Financial Services
Texas
$789K +$85.7K +4,263 +12%
WCM
31
WealthBridge Capital Management
Ohio
$782K +$161K +8,000 +26%
MWM
32
Modern Wealth Management
Kansas
$772K -$141K -7,010 -15%
NW
33
Naviter Wealth
Arkansas
$680K -$133K -6,591 -16%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$661K -$15.6K -778 -2%
VWA
35
Visionary Wealth Advisors
Illinois
$632K +$44.1K +2,194 +8%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$608K
CAG
37
Csenge Advisory Group
Florida
$581K
CIAS
38
Capital Investment Advisory Services
North Carolina
$549K +$10.3K +510 +2%
NFG
39
Norris Financial Group
South Carolina
$529K +$128K +6,386 +32%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$491K +$38.5K +1,915 +9%
CWA
41
Crux Wealth Advisors
California
$477K +$478K +23,748 New
VCM
42
Virtue Capital Management
Tennessee
$457K +$457K +22,742 New
DAS
43
Dynamic Advisor Solutions
Arizona
$411K +$105K +5,220 +34%
OAM
44
Occidental Asset Management
California
$376K +$10.1K +500 +3%
KPWS
45
Kestra Private Wealth Services
Texas
$375K +$105K +5,221 +39%
TAM
46
Titleist Asset Management
Texas
$343K -$623 -31 -0.2%
Jane Street
47
Jane Street
New York
$334K -$1.85M -92,109 -85%
MML Investors Services
48
MML Investors Services
Massachusetts
$332K +$71.1K +3,533 +27%
EH
49
Equitable Holdings
New York
$329K -$161K -8,000 -33%
Truist Financial
50
Truist Financial
North Carolina
$326K +$327K +16,242 New