We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$141M +$5.06M +89,265 +4%
Bank of America
2
Bank of America
North Carolina
$123M +$11.3M +198,852 +10%
UBS Group
3
UBS Group
Switzerland
$112M +$23.2M +408,472 +26%
LPL Financial
4
LPL Financial
California
$81.4M +$4.04M +71,233 +5%
Wells Fargo
5
Wells Fargo
California
$79.1M +$4.22M +74,501 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$44.5M +$6.93M +122,275 +18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$37.2M +$2.84M +50,064 +8%
PAG
8
Pinnacle Advisory Group
Maryland
$36.3M +$9.89M +174,333 +37%
CAMG
9
CWA Asset Management Group
Florida
$33M +$14.8M +261,607 +81%
Osaic Holdings
10
Osaic Holdings
Arizona
$31.1M +$3.79M +66,873 +14%
RJA
11
Raymond James & Associates
Florida
$22.5M -$3.63M -64,066 -14%
AAS
12
Avantax Advisory Services
Texas
$20.8M +$134K +2,355 +0.6%
LPT
13
Legacy Private Trust
Wisconsin
$16.6M +$1.29M +22,724 +8%
Citigroup
14
Citigroup
New York
$16.2M -$122K -2,150 -0.7%
FFG
15
Frisch Financial Group
New York
$15.5M -$71.1K -1,254 -0.5%
LBD
16
Landsberg Bennett & Dubbaneh
Florida
$15.3M +$1.53M +27,042 +11%
AWM
17
AE Wealth Management
Kansas
$14.9M +$2.48M +43,733 +20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.6M +$4.09M +72,143 +39%
EFL
19
ERn Financial LLC
Wisconsin
$12.5M +$435K +7,676 +4%
GAG
20
GM Advisory Group
New York
$11.9M +$507K +8,941 +4%
VBFG
21
Vishria Bird Financial Group
Tennessee
$11.8M -$15.4K -272 -0.1%
KAS
22
Kestra Advisory Services
Texas
$10.6M +$903K +15,916 +9%
OAJ
23
Ogorek Anthony Joseph
New York
$10.6M -$1.17M -20,567 -10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.3M +$147K +2,599 +1%
CCG
25
Cypress Capital Group
Florida
$10M +$589K +10,380 +6%
1
2 3 4 5