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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
$138M -$122M -2,368,760 -47%
LPL Financial
2
LPL Financial
California
$126M +$13.7M +266,164 +12%
Wells Fargo
3
Wells Fargo
California
$115M +$9.82M +190,777 +9%
Bank of America
4
Bank of America
North Carolina
$87.9M +$4.91M +95,388 +6%
UBS Group
5
UBS Group
Switzerland
$83M -$7.74M -150,473 -9%
SFA
6
Sequoia Financial Advisors
Ohio
$50.7M +$4.33M +84,095 +9%
APP
7
Avantax Planning Partners
Iowa
$49.4M -$3.46M -67,317 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$38.6M +$5.48M +106,443 +16%
CWM
9
Congress Wealth Management
Massachusetts
$35.6M +$922K +17,916 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29.6M -$449K -8,718 -1%
AAS
11
Avantax Advisory Services
Texas
$27M +$8.32M +161,642 +44%
Osaic Holdings
12
Osaic Holdings
Arizona
$22.4M -$4.96M -96,417 -18%
MMA
13
Miracle Mile Advisors
California
$21.4M -$1.39M -27,046 -6%
JP Morgan Chase
14
JP Morgan Chase
New York
$20.8M +$1.39M +26,965 +7%
OIA
15
OneDigital Investment Advisors
Kansas
$19.6M +$1.82M +35,454 +10%
RJA
16
Raymond James & Associates
Florida
$18.3M -$1.18M -22,900 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.1M +$1.86M +36,234 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$17.2M +$2.35M +45,586 +16%
Jane Street
19
Jane Street
New York
$15.3M +$15.3M +297,292 New
CAMG
20
CWA Asset Management Group
Florida
$15M -$2.37M -46,146 -14%
Truist Financial
21
Truist Financial
North Carolina
$14.6M +$356K +6,915 +2%
Stifel Financial
22
Stifel Financial
Missouri
$14.5M +$1.65M +31,969 +13%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13M +$9.25M +179,710 +247%
KAS
24
Kestra Advisory Services
Texas
$12.9M -$262K -5,094 -2%
EFL
25
ERn Financial LLC
Wisconsin
$12.8M +$37.5K +728 +0.3%
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