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First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.8M -$372K -18,495 -17%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.56M +$1.56M +77,566 New
Stifel Financial
28
Stifel Financial
Missouri
$1.34M -$18K -893 -1%
SA
29
Sanctuary Advisors
Indiana
$1.25M -$9.36K -465 -0.7%
ATPW
30
Ashton Thomas Private Wealth
Arizona
$1.23M +$250K +12,395 +25%
SF
31
Summit Financial
New Jersey
$1.19M +$1.2M +59,413 New
HI
32
Harbour Investments
Wisconsin
$1.17M +$246K +12,215 +26%
BFG
33
Bleakley Financial Group
New Jersey
$1.15M +$1.15M +57,209 New
Goldman Sachs
34
Goldman Sachs
New York
$984K +$548K +27,202 +125%
SWM
35
Schwallier Wealth Management
Michigan
$983K +$985K +48,920 New
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$979K +$181K +9,010 +23%
PAG
37
Private Advisor Group
New Jersey
$948K -$75.5K -3,751 -7%
MP
38
McDonald Partners
Ohio
$874K
WCM
39
WealthBridge Capital Management
Ohio
$872K +$29.8K +1,479 +4%
SI
40
Stephens Inc
Arkansas
$836K
UWP
41
Uniting Wealth Partners
Kansas
$833K +$834K +41,431 New
PFS
42
Prospera Financial Services
Texas
$776K -$11.3K -560 -1%
CAL
43
Capital Analysts LLC
Pennsylvania
$719K +$278K +13,809 +63%
CAG
44
Csenge Advisory Group
Florida
$704K -$121K -6,000 -15%
MWM
45
Modern Wealth Management
Kansas
$662K -$81.4K -4,042 -11%
WIM
46
Westside Investment Management
California
$603K -$201K -10,000 -25%
NFG
47
Norris Financial Group
South Carolina
$601K -$15K -744 -2%
DAS
48
Dynamic Advisor Solutions
Arizona
$568K +$180K +8,932 +46%
MWM
49
Meridian Wealth Management
Kentucky
$568K +$327K +16,257 +135%
CIAS
50
Capital Investment Advisory Services
North Carolina
$566K -$23K -1,140 -4%