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First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Golden State Wealth Management
76
Golden State Wealth Management
California
$32.5K -$341 -17 -1%
Private Trust Company
77
Private Trust Company
Ohio
$31.1K +$10.9K +541 +54%
Global Retirement Partners
78
Global Retirement Partners
California
$24.1K +$24.1K +1,200 New
IMG Wealth Management
79
IMG Wealth Management
Florida
$15.4K -$39K -1,943 -72%
DHJJ Financial Advisors
80
DHJJ Financial Advisors
Illinois
$10.1K – – –
Vima LLC
81
Vima LLC
Michigan
$8.74K +$8.75K +436 New
AmeriFlex Group
82
AmeriFlex Group
Nevada
$7.72K – – –
Evolution Wealth Management
83
Evolution Wealth Management
Florida
$4.63K – – –
REAP Financial Group
84
REAP Financial Group
Texas
$3.59K – – –
Thomas J. Herzfeld Advisors
85
Thomas J. Herzfeld Advisors
Florida
– -$2.2M -109,973 Closed
Independent Advisor Alliance
86
Independent Advisor Alliance
North Carolina
– -$1.33M -66,445 Closed
Old Mission Capital
87
Old Mission Capital
Illinois
– -$1.1M -54,794 Closed
Citadel Advisors
88
Citadel Advisors
Florida
– -$833K -41,537 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
– -$718K -35,797 Closed
Transcend Capital Advisors
90
Transcend Capital Advisors
New Jersey
– -$649K -32,386 Closed
SFS
91
Security Financial Services
Indiana
– -$550K -27,413 Closed
NewEdge Wealth
92
NewEdge Wealth
Pennsylvania
– -$334K -16,639 Closed
Schwallier Wealth Management
93
Schwallier Wealth Management
Michigan
– -$283K -14,106 Closed
Golden State Equity Partners
94
Golden State Equity Partners
California
– -$204K -10,186 Closed
Total Clarity Wealth Management
95
Total Clarity Wealth Management
Illinois
– -$203K -10,139 Closed