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First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
51
Occidental Asset Management
California
$366K -$25.1K -1,250 -6%
TAM
52
Titleist Asset Management
Texas
$344K -$16K -798 -4%
TCWM
53
Total Clarity Wealth Management
Illinois
$316K
DAS
54
Dynamic Advisor Solutions
Arizona
$306K -$258K -12,838 -46%
AIM
55
Advyzon Investment Management
Illinois
$306K +$306K +15,231 New
VWM
56
VCI Wealth Management
Missouri
$300K -$18.2K -903 -6%
WIA
57
World Investment Advisors
California
$282K +$282K +14,014 New
BEI
58
Benjamin Edwards Inc
Missouri
$280K +$4.62K +230 +2%
RA
59
RFG Advisory
Alabama
$274K +$563 +28 +0.2%
KPWS
60
Kestra Private Wealth Services
Texas
$270K +$20.6K +1,023 +8%
MML Investors Services
61
MML Investors Services
Massachusetts
$261K +$55.3K +2,752 +27%
OWA
62
Opal Wealth Advisors
New York
$246K +$246K +12,220 New
KWA
63
Kingswood Wealth Advisors
California
$244K +$244K +12,163 New
SFS
64
Security Financial Services
Indiana
$243K -$7.76K -386 -3%
CIA
65
Concurrent Investment Advisors
Florida
$237K +$7.86K +391 +3%
NW
66
NewEdge Wealth
Pennsylvania
$224K -$4.38K -218 -2%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$201K +$201K +10,000 New
SPIA
68
Steward Partners Investment Advisory
New York
$166K -$3K -149 -2%
T
69
Tidemark
California
$80.4K
CAS
70
Coppell Advisory Solutions
Texas
$59.1K +$42.4K +2,109 +253%
IA
71
IFP Advisors
Florida
$56.7K
GRP
72
Global Retirement Partners
California
$55.8K -$3.32K -165 -6%
HI
73
Harbour Investments
Wisconsin
$54.4K -$111K -5,501 -67%
CP
74
Castleview Partners
Texas
$43.2K +$302 +15 +0.7%
CFGS
75
Concourse Financial Group Securities
Alabama
$38.4K -$81.7K -4,063 -68%