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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$110M +$17.5M +325,499 +19%
Morgan Stanley
2
Morgan Stanley
New York
$110M +$4.77M +88,495 +5%
UBS Group
3
UBS Group
Switzerland
$87.4M +$3.46M +64,345 +4%
Wells Fargo
4
Wells Fargo
California
$60.4M +$18.5M +343,852 +46%
LPL Financial
5
LPL Financial
California
$54.8M +$4.85M +90,121 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$29.8M +$4.18M +77,720 +17%
RJA
7
Raymond James & Associates
Florida
$26.6M +$2.15M +39,987 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$25.4M +$1.02M +18,863 +4%
PAG
9
Pinnacle Advisory Group
Maryland
$24M +$920K +17,085 +4%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$23.9M +$18.9M +351,542 +419%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$22.1M +$1.89M +35,192 +10%
AAS
12
Avantax Advisory Services
Texas
$18.7M +$985K +18,286 +6%
FFG
13
Frisch Financial Group
New York
$15.1M +$9.96K +185 +0.1%
Citigroup
14
Citigroup
New York
$14.9M +$537K +9,973 +4%
LPT
15
Legacy Private Trust
Wisconsin
$14M +$2.17M +40,224 +19%
OAJ
16
Ogorek Anthony Joseph
New York
$12.8M +$24.5K +455 +0.2%
OAM
17
Oppenheimer Asset Management
New York
$10.9M -$634K -11,781 -6%
AWM
18
AE Wealth Management
Kansas
$9.99M +$2.99M +55,614 +44%
VBFG
19
Vishria Bird Financial Group
Tennessee
$9.85M +$9.64M +179,049 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.71M +$517K +9,608 +6%
EFL
21
ERn Financial LLC
Wisconsin
$9.11M +$1.58M +29,346 +22%
SS
22
Simplicity Solutions
Minnesota
$8.52M +$1.68M +31,230 +25%
GAG
23
GM Advisory Group
New York
$8.09M +$997K +18,508 +14%
EIA
24
Eldridge Investment Advisors
New Hampshire
$8.02M -$276K -5,118 -3%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$7.44M