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First Trust Short Duration Managed Municipal ETF
FSMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 82.7 M +USD 11.2 M +563,704 +16%
Raymond James Financial
2
Raymond James Financial
Florida
USD 34.9 M +USD 1.06 M +53,489 +3%
LPL Financial
3
LPL Financial
California
USD 26.7 M +USD 2.09 M +105,547 +9%
RMR Wealth Builders
4
RMR Wealth Builders
New Jersey
USD 17.2 M +USD 973 k +49,158 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
USD 16.6 M +USD 233 k +11,765 +1%
UBS Group
6
UBS Group
Switzerland
USD 15.1 M +USD 1.04 M +52,720 +7%
PFS Partners
7
PFS Partners
New Jersey
USD 14.3 M -USD 670 k -33,820 -4%
TruWealth Advisors
8
TruWealth Advisors
Louisiana
USD 12.4 M +USD 627 k +31,661 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 9.5 M +USD 1.05 M +53,120 +12%
NewEdge Advisors
10
NewEdge Advisors
Louisiana
USD 8.32 M +USD 941 k +47,538 +13%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
USD 8.28 M -USD 248 k -12,529 -3%
EnRich Financial Partners
12
EnRich Financial Partners
Wisconsin
USD 7.6 M +USD 148 k +7,477 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 6.78 M -USD 1.29 M -65,145 -16%
Wells Fargo
14
Wells Fargo
California
USD 5.75 M +USD 1.28 M +64,823 +29%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 5.13 M +USD 1.98 M +99,949 +63%
Allworth Financial
16
Allworth Financial
California
USD 5.1 M +USD 1.53 M +77,518 +43%
JP Morgan Chase
17
JP Morgan Chase
New York
USD 4.9 M +USD 1.55 M +78,417 +47%
Condor Capital Management
18
Condor Capital Management
New Jersey
USD 4.63 M -USD 4.89 k -247 -0.1%
Nilsine Partners
19
Nilsine Partners
Colorado
USD 4.51 M +USD 110 k +5,567 +3%
Stifel Financial
20
Stifel Financial
Missouri
USD 3.97 M -USD 188 k -9,500 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
USD 3.8 M +USD 628 k +31,698 +20%
Per Stirling Capital Management
22
Per Stirling Capital Management
Texas
USD 3.68 M +USD 290 k +14,670 +9%
MML Investors Services
23
MML Investors Services
Massachusetts
USD 2.93 M -USD 1.5 M -75,693 -34%
Visionary Wealth Advisors
24
Visionary Wealth Advisors
Illinois
USD 2.86 M -USD 119 k -6,009 -4%
Francis Financial
25
Francis Financial
USD 2.66 M -USD 39.9 k -2,013 -1%
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