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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$103M +$3.49M +62,800 +3%
Bank of America
2
Bank of America
North Carolina
$90.8M +$15.1M +271,822 +19%
UBS Group
3
UBS Group
Switzerland
$82.4M -$3.9M -70,099 -4%
LPL Financial
4
LPL Financial
California
$49M +$5.25M +94,410 +12%
Wells Fargo
5
Wells Fargo
California
$40.8M +$3.3M +59,336 +9%
Jane Street
6
Jane Street
New York
$25.6M +$21.2M +381,849 +413%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$25.1M +$2.38M +42,744 +10%
RJA
8
Raymond James & Associates
Florida
$24M +$7.47M +134,372 +43%
Osaic Holdings
9
Osaic Holdings
Arizona
$23.9M +$24.6M +442,827 New
PAG
10
Pinnacle Advisory Group
Maryland
$22.7M +$23.3M +418,957 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.8M +$4.43M +79,775 +28%
AAS
12
Avantax Advisory Services
Texas
$17.4M -$841K -15,137 -4%
FFG
13
Frisch Financial Group
New York
$14.8M -$330K -5,946 -2%
Citigroup
14
Citigroup
New York
$14.1M +$5.32M +95,796 +58%
OAJ
15
Ogorek Anthony Joseph
New York
$12.5M +$622K +11,197 +5%
LPT
16
Legacy Private Trust
Wisconsin
$11.6M +$1.28M +23,059 +12%
OAM
17
Oppenheimer Asset Management
New York
$11.3M -$103K -1,846 -0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.02M -$1.4M -25,225 -13%
EIA
19
Eldridge Investment Advisors
New Hampshire
$8.16M +$405K +7,284 +5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$7.44M – – –
EFL
21
ERn Financial LLC
Wisconsin
$7.37M -$174K -3,138 -2%
GAG
22
GM Advisory Group
New York
$6.95M -$110K -1,971 -2%
AWM
23
AE Wealth Management
Kansas
$6.81M +$6.62M +119,105 +1,736%
SS
24
Simplicity Solutions
Minnesota
$6.69M +$6.87M +123,647 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$6.66M +$406K +7,304 +6%
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