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First Trust Managed Municipal ETF
FMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 146 M +USD 8.83 M +173,136 +6%
LPL Financial
2
LPL Financial
California
USD 120 M -USD 5.51 M -108,096 -4%
Wells Fargo
3
Wells Fargo
California
USD 115 M +USD 1.08 M +21,147 +0.9%
Bank of America
4
Bank of America
North Carolina
USD 89 M +USD 1.57 M +30,785 +2%
UBS Group
5
UBS Group
Switzerland
USD 84.7 M +USD 2.22 M +43,424 +3%
Sequoia Financial Advisors
6
Sequoia Financial Advisors
Ohio
USD 52.3 M +USD 1.9 M +37,199 +4%
Avantax Planning Partners
7
Avantax Planning Partners
Iowa
USD 46.7 M -USD 2.42 M -47,384 -5%
Raymond James Financial Services Advisors
8
Raymond James Financial Services Advisors
Florida
USD 37.8 M -USD 556 k -10,895 -1%
Congress Wealth Management
9
Congress Wealth Management
Massachusetts
USD 35.2 M -USD 219 k -4,297 -0.6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 31.9 M +USD 2.48 M +48,675 +8%
Avantax Advisory Services
11
Avantax Advisory Services
Texas
USD 29.9 M +USD 3.05 M +59,750 +11%
Miracle Mile Advisors
12
Miracle Mile Advisors
California
USD 25.1 M +USD 3.76 M +73,682 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 20.6 M +USD 2.56 M +50,146 +14%
OneDigital Investment Advisors
14
OneDigital Investment Advisors
Kansas
USD 20.4 M +USD 852 k +16,707 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
USD 20.2 M -USD 413 k -8,090 -2%
Raymond James & Associates
16
Raymond James & Associates
Florida
USD 19.5 M +USD 1.34 M +26,177 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
USD 19.2 M -USD 3.06 M -59,914 -14%
Stifel Financial
18
Stifel Financial
Missouri
USD 16 M +USD 1.61 M +31,575 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 16 M -USD 1.15 M -22,460 -7%
Truist Financial
20
Truist Financial
North Carolina
USD 14.8 M +USD 275 k +5,387 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
USD 13.9 M +USD 1.02 M +20,076 +8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
USD 12.9 M +USD 868 k +17,021 +7%
RMR Wealth Builders
23
RMR Wealth Builders
New Jersey
USD 12.9 M +USD 644 k +12,624 +5%
EFL
24
ERn Financial LLC
Wisconsin
USD 12.8 M +USD 85.3 k +1,673 +0.7%
NewEdge Advisors
25
NewEdge Advisors
Louisiana
USD 12.1 M +USD 3.41 M +66,762 +39%
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