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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
$145M +$7.12M +129,391 +5%
Morgan Stanley
2
Morgan Stanley
New York
$127M -$24M -435,149 -15%
UBS Group
3
UBS Group
Switzerland
$112M +$15.4M +279,580 +15%
Wells Fargo
4
Wells Fargo
California
$102M +$3.8M +69,038 +4%
LPL Financial
5
LPL Financial
California
$94.7M -$9.61M -174,677 -9%
CAMG
6
CWA Asset Management Group
Florida
$73.5M +$5.42M +98,425 +8%
CWM
7
Congress Wealth Management
Massachusetts
$53.7M -$544K -9,887 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$46.9M +$7M +127,180 +15%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$44.3M -$321K -5,828 -0.7%
APP
10
Avantax Planning Partners
Iowa
$44.2M +$40.3M +731,977 +718%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$40.8M +$598K +10,869 +1%
RJA
12
Raymond James & Associates
Florida
$34M +$6.2M +112,707 +21%
SFA
13
Sequoia Financial Advisors
Ohio
$26M +$26.2M +476,427 +3,549%
Jane Street
14
Jane Street
New York
$22.6M +$23.4M +425,077 New
AAS
15
Avantax Advisory Services
Texas
$22.3M +$934K +16,973 +4%
HighTower Advisors
16
HighTower Advisors
Illinois
$21.1M -$3.88M -70,427 -15%
AWM
17
AE Wealth Management
Kansas
$19.9M +$1.33M +24,204 +7%
MMA
18
Miracle Mile Advisors
California
$19M +$3.22M +58,506 +20%
PP
19
PFS Partners
New Jersey
$18.1M +$561K +10,187 +3%
GAG
20
GM Advisory Group
New York
$17.8M +$1.78M +32,252 +11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17.7M -$174K -3,167 -0.9%
LPT
22
Legacy Private Trust
Wisconsin
$16.7M -$580K -10,535 -3%
PI
23
PFS Investments
Georgia
$14.6M +$4.29M +77,935 +40%
Citigroup
24
Citigroup
New York
$12.5M -$2.63M -47,763 -17%
Stifel Financial
25
Stifel Financial
Missouri
$12.4M +$826K +15,009 +7%