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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 88.3 M +USD 4.85 M +242,318 +6%
LPL Financial
2
LPL Financial
California
USD 28.9 M +USD 1.96 M +98,071 +7%
RMR Wealth Builders
3
RMR Wealth Builders
New Jersey
USD 19 M +USD 1.63 M +81,683 +9%
HighTower Advisors
4
HighTower Advisors
Illinois
USD 16.7 M -USD 8.11 k -405 -0%
PFS Partners
5
PFS Partners
New Jersey
USD 14.1 M -USD 336 k -16,801 -2%
UBS Group
6
UBS Group
Switzerland
USD 13.7 M -USD 1.61 M -80,387 -11%
TruWealth Advisors
7
TruWealth Advisors
Louisiana
USD 12.9 M +USD 384 k +19,201 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 9.08 M -USD 515 k -25,736 -5%
NewEdge Advisors
9
NewEdge Advisors
Louisiana
USD 8.87 M +USD 478 k +23,864 +6%
Raymond James Financial
10
Raymond James Financial
Florida
USD 8.6 M -USD 26.5 M -1,323,671 -76%
Wells Fargo
11
Wells Fargo
California
USD 8.52 M +USD 2.71 M +135,276 +47%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
USD 8.39 M +USD 36.3 k +1,815 +0.4%
EnRich Financial Partners
13
EnRich Financial Partners
Wisconsin
USD 7.7 M +USD 36.4 k +1,818 +0.5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 6.74 M -USD 96.2 k -4,805 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 6.1 M +USD 928 k +46,375 +18%
Allworth Financial
16
Allworth Financial
California
USD 5.09 M -USD 58.1 k -2,903 -1%
Nilsine Partners
17
Nilsine Partners
Colorado
USD 4.95 M +USD 405 k +20,233 +9%
JP Morgan Chase
18
JP Morgan Chase
New York
USD 4.88 M -USD 57.4 k -2,868 -1%
Stifel Financial
19
Stifel Financial
Missouri
USD 4.74 M +USD 735 k +36,731 +18%
Condor Capital Management
20
Condor Capital Management
New Jersey
USD 4.7 M +USD 27.5 k +1,375 +0.6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
USD 4.14 M +USD 306 k +15,271 +8%
Per Stirling Capital Management
22
Per Stirling Capital Management
Texas
USD 3.46 M -USD 251 k -12,554 -7%
MML Investors Services
23
MML Investors Services
Massachusetts
USD 3.05 M +USD 94 k +4,697 +3%
Francis Financial
24
Francis Financial
USD 2.97 M +USD 281 k +14,058 +11%
ARG
25
Advisory Resource Group
Oklahoma
USD 2.56 M +USD 52.1 k +2,605 +2%
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