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First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
TD Capital Management
Tennessee
$324K +$322K +16,001 +15,095%
TCWM
52
Total Clarity Wealth Management
Illinois
$316K
OPOWM
53
One Plus One Wealth Management
Florida
$313K +$314K +15,588 New
AIM
54
Advyzon Investment Management
Illinois
$305K -$1.47K -73 -0.5%
WIA
55
World Investment Advisors
California
$280K -$1.37K -68 -0.5%
CWP
56
Core Wealth Partners
California
$275K -$232K -11,531 -46%
VWM
57
VCI Wealth Management
Missouri
$274K -$26.1K -1,297 -9%
CFD
58
Creative Financial Designs
Indiana
$270K +$263K +13,090 +3,636%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$251K +$50.3K +2,500 +25%
KWA
60
Kingswood Wealth Advisors
California
$244K
CIA
61
Concurrent Investment Advisors
Florida
$237K
NW
62
NewEdge Wealth
Pennsylvania
$224K
Citadel Advisors
63
Citadel Advisors
Florida
$218K +$218K +10,824 New
RA
64
RFG Advisory
Alabama
$209K -$64.5K -3,205 -24%
GSEP
65
Golden State Equity Partners
California
$208K +$208K +10,333 New
Comerica Bank
66
Comerica Bank
Texas
$190K -$258K -12,836 -58%
HI
67
Harbour Investments
Wisconsin
$172K +$117K +5,842 +216%
SPIA
68
Steward Partners Investment Advisory
New York
$166K
Bank of America
69
Bank of America
North Carolina
$143K +$143K +7,121 New
OWA
70
Opal Wealth Advisors
New York
$84.5K -$161K -8,016 -66%
T
71
Tidemark
California
$80.4K
CAL
72
Capital Analysts LLC
Pennsylvania
$72K +$71.9K +3,575 New
IA
73
IFP Advisors
Florida
$56.7K
CI
74
CX Institutional
Indiana
$46K +$46.1K +2,294 New
PS
75
Principal Securities
Iowa
$34.7K