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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 152 M +USD 3.98 M +79,971 +3%
Wells Fargo
2
Wells Fargo
California
USD 129 M -USD 4.7 M -94,438 -4%
LPL Financial
3
LPL Financial
California
USD 102 M -USD 6.64 M -133,501 -6%
UBS Group
4
UBS Group
Switzerland
USD 88.6 M +USD 1.51 M +30,353 +2%
Bank of America
5
Bank of America
North Carolina
USD 86.6 M -USD 5.63 M -113,182 -6%
Raymond James Financial
6
Raymond James Financial
Florida
USD 59.4 M +USD 1.7 M +34,126 +3%
Avantax Planning Partners
7
Avantax Planning Partners
Iowa
USD 41.7 M +USD 9.8 M +197,138 +31%
Miracle Mile Advisors
8
Miracle Mile Advisors
California
USD 35.5 M +USD 3.11 M +62,458 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 30.4 M -USD 480 k -9,657 -2%
OneDigital Investment Advisors
10
OneDigital Investment Advisors
Kansas
USD 27.6 M +USD 6.36 M +127,798 +30%
Congress Wealth Management
11
Congress Wealth Management
Massachusetts
USD 23.3 M +USD 142 k +2,859 +0.6%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 22.6 M -USD 2.11 M -42,387 -9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 19.4 M +USD 266 k +5,337 +1%
NewEdge Advisors
14
NewEdge Advisors
Louisiana
USD 18.7 M -USD 3.97 M -79,728 -17%
Truist Financial
15
Truist Financial
North Carolina
USD 18.5 M +USD 2.21 M +44,362 +14%
Stifel Financial
16
Stifel Financial
Missouri
USD 18.3 M +USD 642 k +12,895 +4%
RMR Wealth Builders
17
RMR Wealth Builders
New Jersey
USD 17.4 M +USD 1.08 M +21,785 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 17.3 M -USD 2.76 M -55,422 -14%
Jane Street
19
Jane Street
New York
USD 17.3 M +USD 7.85 M +157,782 +83%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
USD 16.8 M +USD 729 k +14,649 +5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
USD 12.8 M +USD 1.68 M +33,820 +15%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
USD 12.7 M +USD 3.43 M +68,909 +37%
Sequoia Financial Advisors
23
Sequoia Financial Advisors
Ohio
USD 11.3 M -USD 1.32 M -26,454 -10%
CWA Asset Management Group
24
CWA Asset Management Group
Florida
USD 10.7 M +USD 169 k +3,404 +2%
Frisch Financial Group
25
Frisch Financial Group
New York
USD 10.6 M +USD 332 k +6,669 +3%
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