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First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$337K +$339K +17,006 New
MFS
52
McNamara Financial Services
Massachusetts
$332K +$58K +2,907 +21%
WIP
53
WealthCare Investment Partners
Rhode Island
$329K +$918 +46 +0.3%
JCM
54
Jacobi Capital Management
Pennsylvania
$322K +$559 +28 +0.2%
FHA
55
First Horizon Advisors
Tennessee
$292K -$65.2K -3,269 -18%
KIG
56
Kowal Investment Group
Wisconsin
$291K +$17.3K +866 +6%
ATPW
57
Ashton Thomas Private Wealth
Arizona
$282K +$283K +14,206 New
CAL
58
Capital Analysts LLC
Pennsylvania
$258K +$260K +13,014 New
MSFS
59
Main Street Financial Solutions
Pennsylvania
$248K -$95.8K -4,800 -28%
JSW
60
Journey Strategic Wealth
New Jersey
$237K -$226K -11,347 -49%
AWM
61
AE Wealth Management
Kansas
$228K +$229K +11,483 New
WCM
62
WealthBridge Capital Management
Ohio
$217K
RA
63
RFG Advisory
Alabama
$208K +$209K +10,501 New
OAM
64
Occidental Asset Management
California
$198K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$198K
SSWM
66
Sheets Smith Wealth Management
North Carolina
$198K
M1FG
67
Mach-1 Financial Group
Arkansas
$192K +$59.4K +2,979 +44%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$183K -$2.99K -150 -2%
WWP
69
WR Wealth Planners
Missouri
$152K -$11K -552 -7%
WWMSC
70
Wagner Wealth Management (South Carolina)
South Carolina
$95K -$338K -16,956 -78%
Wells Fargo
71
Wells Fargo
California
$94K +$69.1K +3,464 +275%
GRP
72
Global Retirement Partners
California
$82K +$53.2K +2,665 +183%
IA
73
IFP Advisors
Florida
$74K
SMG
74
Spectrum Management Group
Indiana
$46K
RCM
75
Raleigh Capital Management
North Carolina
$31K -$439 -22 -1%