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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 103 M +USD 14.8 M +733,631 +17%
LPL Financial
2
LPL Financial
California
USD 45.3 M +USD 17 M +844,720 +59%
RMR Wealth Builders
3
RMR Wealth Builders
New Jersey
USD 21.5 M +USD 1.09 M +54,045 +5%
Corient Private Wealth
4
Corient Private Wealth
Florida
USD 21 M -USD 3.47 M -172,565 -14%
HighTower Advisors
5
HighTower Advisors
Illinois
USD 18.9 M +USD 1.4 M +69,352 +8%
PFS Partners
6
PFS Partners
New Jersey
USD 13.7 M -USD 47.1 k -2,341 -0.3%
UBS Group
7
UBS Group
Switzerland
USD 13.5 M -USD 156 k -7,756 -1%
TruWealth Advisors
8
TruWealth Advisors
Louisiana
USD 13.3 M +USD 987 k +49,075 +8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
USD 11 M +USD 6.79 M +337,466 +157%
NewEdge Advisors
10
NewEdge Advisors
Louisiana
USD 10.6 M +USD 876 k +43,529 +9%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
USD 10.2 M +USD 640 k +31,796 +7%
Raymond James Financial
12
Raymond James Financial
Florida
USD 9.19 M +USD 34.9 k +1,736 +0.4%
EnRich Financial Partners
13
EnRich Financial Partners
Wisconsin
USD 8.3 M +USD 392 k +19,496 +5%
Wells Fargo
14
Wells Fargo
California
USD 8.27 M -USD 948 k -47,110 -10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 7.54 M -USD 192 k -9,525 -2%
Francis Financial
16
Francis Financial
USD 7.13 M +USD 3.95 M +196,100 +122%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 6.45 M -USD 3.15 M -156,545 -33%
Per Stirling Capital Management
18
Per Stirling Capital Management
Texas
USD 5.95 M +USD 2.03 M +101,109 +51%
Nilsine Partners
19
Nilsine Partners
Colorado
USD 5.64 M +USD 590 k +29,334 +12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 5.54 M +USD 2.81 M +139,675 +101%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 5.45 M +USD 1.49 M +74,062 +37%
Condor Capital Management
22
Condor Capital Management
New Jersey
USD 4.96 M +USD 360 k +17,869 +8%
Gateway Wealth Partners
23
Gateway Wealth Partners
Wisconsin
USD 4.67 M +USD 2.39 M +118,592 +103%
Allworth Financial
24
Allworth Financial
California
USD 4.39 M -USD 309 k -15,341 -7%
True Blue Financial
25
True Blue Financial
Michigan
USD 4.21 M +USD 190 k +9,436 +5%
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