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First Trust Ultra Short Duration Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
76
Sheets Smith Wealth Management
North Carolina
$200K
PP
77
PFS Partners
New Jersey
$175K +$175K +8,772 New
GRP
78
Global Retirement Partners
California
$153K +$30.9K +1,550 +25%
Wells Fargo
79
Wells Fargo
California
$134K -$1.06K -53 -0.8%
CFGS
80
Concourse Financial Group Securities
Alabama
$122K +$43.7K +2,188 +56%
ASN
81
Advisory Services Network
Georgia
$118K -$998 -50 -0.8%
FHA
82
First Horizon Advisors
Tennessee
$38.2K -$259K -12,996 -87%
PTC
83
Private Trust Company
Ohio
$32.5K +$32.5K +1,629 New
IA
84
IFP Advisors
Florida
$30K
HGERS
85
Householder Group Estate & Retirement Specialist
Arizona
$23K +$22.9K +1,148 New
BAM
86
Belpointe Asset Management
Nevada
$20K +$20K +1,002 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$20K +$20.4K +1,024 New
CP
88
Castleview Partners
Texas
$20K +$20K +1,000 New
CAL
89
Capital Analysts LLC
Pennsylvania
$10K
GFPC
90
Global Financial Private Client
Florida
$3.76K
DAS
91
Dynamic Advisor Solutions
Arizona
-$489K -24,488 Closed
HW
92
Hedeker Wealth
Illinois
-$435K -21,825 Closed
B
93
Bensler
Washington
-$306K -15,360 Closed
SOS
94
Silver Oak Securities
Tennessee
-$215K -10,759 Closed
IWM
95
Iams Wealth Management
Nebraska
-$204K -10,230 Closed
CAS
96
Coppell Advisory Solutions
Texas
-$3.75K -188 Closed
CASC
97
Coppell Advisory Solutions Corp
Texas
-$3.75K -188 Closed