FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | <0.01% | <0.01% | #72 | $15.6M | 778,240 | $18.0M | 897,050 | -118,810-13.24% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #63 | $13.4M | 669,696 | $13.0M | 649,421 | +20,275+3.12% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #57 | $13.1M | 652,475 | $17.6M | 879,542 | -227,067-25.82% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.01% | #28 | $13.0M | 646,309 | $5.8M | 291,453 | +354,856+121.75% | Add | |
| GSG Advisors LLC | 2.27% | 0.09% | #1 | $10.4M | 517,719 | $330,534 | 16,485 | +501,234+3,040.55% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #70 | $7.0M | 348,015 | $6.9M | 345,999 | +2,016+0.58% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #37 | $6.9M | 344,084 | $3.6M | 181,838 | +162,246+89.23% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #65 | $6.8M | 337,934 | $5.6M | 276,925 | +61,009+22.03% | Add | |
| NewEdge Advisors, LLC | 0.02% | 0.02% | #29 | $5.1M | 256,610 | $5.5M | 273,506 | -16,896-6.18% | Reduce | |
| VAQUERO PRIVATE WEALTH, LTD | 0.98% | — | #3 | $4.8M | 237,797 | $0 | 0 | +237,797 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #76 | $4.6M | 229,246 | $4.3M | 212,193 | +17,053+8.04% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #83 | $3.4M | 171,091 | $5.5M | 275,352 | -104,261-37.86% | Reduce | |
| J.W. COLE ADVISORS, INC. | 0.05% | 0.1% | #16 | $3.2M | 158,631 | $3.1M | 153,634 | +4,997+3.25% | Add | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.03% | 0.04% | #18 | $3.2M | 157,770 | $3.0M | 148,742 | +9,028+6.07% | Add | |
| Kestra Advisory Services, LLC | 0.01% | 0.01% | #34 | $2.8M | 141,231 | $2.5M | 124,580 | +16,651+13.37% | Add | |
| Rockefeller Capital Management L.P. | <0.01% | <0.01% | #50 | $2.5M | 125,283 | $2.6M | 130,394 | -5,111-3.92% | Reduce | |
| Baird Financial Group, Inc. | <0.01% | <0.01% | #52 | $2.5M | 124,370 | $2.5M | 124,370 | 00.00% | Unchanged | |
| Gateway Wealth Partners, LLC | 0.13% | 0.2% | #11 | $2.2M | 109,033 | $5.2M | 260,066 | -151,033-58.07% | Reduce | |
| Insight Inv LLC | 1.03% | 1.2% | #2 | $2.2M | 108,495 | $2.2M | 108,945 | -450-0.41% | Reduce | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #55 | $2.0M | 99,686 | $1.8M | 92,150 | +7,536+8.18% | Add | |
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #61 | $1.9M | 94,740 | $2.2M | 110,166 | -15,426-14.00% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #48 | $1.9M | 93,438 | $1.8M | 92,148 | +1,290+1.40% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #67 | $1.8M | 89,304 | $1.8M | 91,931 | -2,627-2.86% | Reduce | |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 0.87% | 0.89% | #4 | $1.7M | 82,431 | $1.6M | 80,941 | +1,490+1.84% | Add | |
| White Wing Wealth Management | 0.84% | — | #5 | $1.6M | 79,877 | $0 | 0 | +79,877 | New Buy | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #79 | $1.6M | 79,473 | $1.9M | 93,992 | -14,519-15.45% | Reduce | |
| Sanctuary Advisors, LLC | 0.01% | 0.01% | #41 | $1.4M | 69,073 | $1.3M | 65,048 | +4,025+6.19% | Add | |
| Summit Financial, LLC | 0.01% | 0.01% | #30 | $1.3M | 66,504 | $1.0M | 51,561 | +14,943+28.98% | Add | |
| Mainsail Financial Group, LLC | 0.43% | 0.8% | #7 | $1.3M | 62,540 | $1.9M | 95,294 | -32,754-34.37% | Reduce | |
| Rothschild Wealth LLC | 0.1% | 0.11% | #13 | $1.3M | 62,524 | $1.3M | 62,524 | 00.00% | Unchanged | |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 0.8% | 1.56% | #6 | $1.2M | 59,548 | $2.0M | 99,453 | -39,905-40.12% | Reduce | |
| WealthBridge Capital Management, LLC | 0.23% | 0.25% | #8 | $1.1M | 57,274 | $1.1M | 54,765 | +2,509+4.58% | Add | |
| Ashton Thomas Private Wealth, LLC | 0.02% | 0.03% | #21 | $1.1M | 55,032 | $1.1M | 55,032 | 00.00% | Unchanged | |
| INSPIRION WEALTH ADVISORS, LLC | 0.11% | 0.13% | #12 | $980,329 | 48,882 | $1.1M | 53,882 | -5,000-9.28% | Reduce | |
| Prospera Financial Services Inc | 0.01% | 0.01% | #31 | $920,661 | 45,907 | $893,623 | 44,570 | +1,337+3.00% | Add | |
| JAMES INVESTMENT RESEARCH, INC. | 0.09% | 0.1% | #14 | $913,926 | 45,571 | $913,699 | 45,571 | 00.00% | Unchanged | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #84 | $895,476 | 44,651 | $491,766 | 24,527 | +20,124+82.05% | Add | |
| MCDONALD PARTNERS LLC | 0.21% | 0.2% | #9 | $852,338 | 42,500 | $852,125 | 42,500 | 00.00% | Unchanged | |
| Occidental Asset Management, LLC | 0.08% | 0.06% | #15 | $832,804 | 41,526 | $504,157 | 25,145 | +16,381+65.15% | Add | |
| Private Advisor Group, LLC | <0.01% | <0.01% | #51 | $799,927 | 39,887 | $868,648 | 43,324 | -3,437-7.93% | Reduce | |
| Meridian Wealth Management, LLC | 0.02% | 0.02% | #22 | $716,806 | 35,742 | $619,585 | 30,902 | +4,840+15.66% | Add | |
| Dynamic Advisor Solutions LLC | 0.02% | 0.02% | #24 | $710,489 | 35,427 | $592,217 | 29,537 | +5,890+19.94% | Add | |
| BENJAMIN EDWARDS INC | 0.01% | <0.01% | #44 | $572,982 | 28,571 | $431,779 | 21,535 | +7,036+32.67% | Add | |
| Capital Investment Advisory Services, LLC | 0.03% | 0.04% | #19 | $561,039 | 27,975 | $555,886 | 27,725 | +250+0.90% | Add | |
| Concurrent Investment Advisors, LLC | <0.01% | 0.01% | #47 | $529,673 | 26,411 | $522,643 | 26,067 | +344+1.32% | Add | |
| Norris Financial Group, LLC | 0.2% | 0.18% | #10 | $495,659 | 24,715 | $544,658 | 27,165 | -2,450-9.02% | Reduce | |
| Envestnet Portfolio Solutions, Inc. | <0.01% | <0.01% | #62 | $471,553 | 23,513 | $456,238 | 22,755 | +758+3.33% | Add | |
| HARBOUR INVESTMENTS, INC. | 0.01% | 0.01% | #42 | $448,911 | 22,384 | $498,924 | 24,884 | -2,500-10.05% | Reduce | |
| MGO ONE SEVEN LLC | 0.01% | 0.01% | #40 | $411,428 | 20,515 | $388,469 | 19,375 | +1,140+5.88% | Add | |
| Keating Financial Advisory Services, Inc. | 0.05% | 0.06% | #17 | $404,068 | 20,148 | $343,436 | 17,129 | +3,019+17.63% | Add |