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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
$137M +$18.2M +324,281 +16%
Bank of America
2
Bank of America
North Carolina
$113M -$5.35M -95,490 -5%
UBS Group
3
UBS Group
Switzerland
$89M +$666K +11,896 +0.8%
LPL Financial
4
LPL Financial
California
$77.7M +$10.3M +183,108 +15%
Wells Fargo
5
Wells Fargo
California
$75.3M +$4.7M +83,871 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$37.8M -$2.42M -43,221 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$34.6M +$6.08M +108,562 +22%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.4M +$814K +14,544 +3%
PAG
9
Pinnacle Advisory Group
Maryland
$26.6M +$758K +13,528 +3%
RJA
10
Raymond James & Associates
Florida
$26.3M -$965K -17,228 -4%
AAS
11
Avantax Advisory Services
Texas
$20.8M -$2.39M -42,593 -10%
CAMG
12
CWA Asset Management Group
Florida
$18.3M +$18M +322,317 New
Citigroup
13
Citigroup
New York
$16.4M +$846K +15,109 +6%
FFG
14
Frisch Financial Group
New York
$15.6M +$103K +1,838 +0.7%
LPT
15
Legacy Private Trust
Wisconsin
$15.4M +$1M +17,892 +7%
LBD
16
Landsberg Bennett & Dubbaneh
Florida
$13.9M +$7.97M +142,397 +139%
AWM
17
AE Wealth Management
Kansas
$12.5M +$692K +12,364 +6%
EFL
18
ERn Financial LLC
Wisconsin
$12.1M +$1.99M +35,481 +20%
VBFG
19
Vishria Bird Financial Group
Tennessee
$11.9M +$319K +5,692 +3%
OAJ
20
Ogorek Anthony Joseph
New York
$11.9M -$1.7M -30,375 -13%
GAG
21
GM Advisory Group
New York
$11.5M +$904K +16,148 +9%
SS
22
Simplicity Solutions
Minnesota
$11.1M +$868K +15,507 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$10.5M +$983K +17,556 +10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.2M +$608K +10,855 +6%
KAS
25
Kestra Advisory Services
Texas
$9.79M +$1.61M +28,678 +20%
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