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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$146M +$8.83M +173,136 +6%
LPL Financial
2
LPL Financial
California
$120M -$5.51M -108,096 -4%
Wells Fargo
3
Wells Fargo
California
$115M +$1.08M +21,147 +0.9%
Bank of America
4
Bank of America
North Carolina
$89M +$1.57M +30,785 +2%
UBS Group
5
UBS Group
Switzerland
$84.7M +$2.22M +43,424 +3%
SFA
6
Sequoia Financial Advisors
Ohio
$52.3M +$1.9M +37,199 +4%
APP
7
Avantax Planning Partners
Iowa
$46.7M -$2.42M -47,384 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$37.8M -$556K -10,895 -1%
CWM
9
Congress Wealth Management
Massachusetts
$35.2M -$219K -4,297 -0.6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31.9M +$2.48M +48,675 +8%
AAS
11
Avantax Advisory Services
Texas
$29.9M +$3.05M +59,750 +11%
MMA
12
Miracle Mile Advisors
California
$25.1M +$3.76M +73,682 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.6M +$2.56M +50,146 +14%
OIA
14
OneDigital Investment Advisors
Kansas
$20.4M +$852K +16,707 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
$20.2M -$413K -8,090 -2%
RJA
16
Raymond James & Associates
Florida
$19.5M +$1.34M +26,177 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$19.2M -$3.06M -59,914 -14%
Stifel Financial
18
Stifel Financial
Missouri
$16M +$1.61M +31,575 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$16M -$1.15M -22,460 -7%
Truist Financial
20
Truist Financial
North Carolina
$14.8M +$275K +5,387 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$13.9M +$1.02M +20,076 +8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$12.9M +$868K +17,021 +7%
RWB
23
RMR Wealth Builders
New Jersey
$12.9M +$644K +12,624 +5%
EFL
24
ERn Financial LLC
Wisconsin
$12.8M +$85.3K +1,673 +0.7%
NA
25
NewEdge Advisors
Louisiana
$12.1M +$3.41M +66,762 +39%