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First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HW
51
Hedeker Wealth
Illinois
$435K -$355K -17,824 -45%
SFS
52
Security Financial Services
Indiana
$380K +$379K +19,056 New
AAS
53
Avantax Advisory Services
Texas
$377K +$37.3K +1,875 +11%
DADC
54
D.A. Davidson & Co
Montana
$365K
NFG
55
Nations Financial Group
Iowa
$364K -$7.96K -400 -2%
WIP
56
WealthCare Investment Partners
Rhode Island
$333K +$1.43K +72 +0.4%
KWM
57
Kingsview Wealth Management
Oregon
$329K -$296K -14,865 -47%
JCM
58
Jacobi Capital Management
Pennsylvania
$325K +$796 +40 +0.2%
B
59
Bensler
Washington
$306K -$84.1K -4,227 -22%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$300K +$101K +5,053 +51%
FHA
61
First Horizon Advisors
Tennessee
$297K +$3.24K +163 +1%
KIG
62
Kowal Investment Group
Wisconsin
$287K -$6.35K -319 -2%
WCM
63
WealthBridge Capital Management
Ohio
$268K +$51.1K +2,567 +24%
RA
64
RFG Advisory
Alabama
$262K +$52.2K +2,624 +25%
SPI
65
Sutton Place Investors
New York
$259K -$160K -8,020 -38%
MSFS
66
Main Street Financial Solutions
Pennsylvania
$249K
BFEC
67
Benjamin F. Edwards & Company
Missouri
$244K +$59.9K +3,009 +33%
MML Investors Services
68
MML Investors Services
Massachusetts
$219K +$219K +10,993 New
SOS
69
Silver Oak Securities
Tennessee
$215K +$214K +10,759 New
OPS
70
Orion Portfolio Solutions
Nebraska
$212K +$211K +10,611 New
IWM
71
Iams Wealth Management
Nebraska
$204K +$204K +10,230 New
OAM
72
Occidental Asset Management
California
$200K
SSWM
73
Sheets Smith Wealth Management
North Carolina
$200K
Wells Fargo
74
Wells Fargo
California
$135K +$40.8K +2,048 +43%
GRP
75
Global Retirement Partners
California
$122K +$39.9K +2,006 +49%