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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
$163M +$14M +270,785 +9%
LPL Financial
2
LPL Financial
California
$130M +$8.38M +162,331 +7%
Wells Fargo
3
Wells Fargo
California
$127M +$10M +193,645 +9%
Bank of America
4
Bank of America
North Carolina
$90.1M -$480K -9,304 -0.5%
UBS Group
5
UBS Group
Switzerland
$86.8M +$577K +11,184 +0.7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$40.3M +$1.78M +34,551 +5%
APP
7
Avantax Planning Partners
Iowa
$37.5M -$9.92M -192,043 -21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$32.6M +$184K +3,567 +0.6%
AAS
9
Avantax Advisory Services
Texas
$31.3M +$925K +17,914 +3%
MMA
10
Miracle Mile Advisors
California
$31.2M +$5.63M +109,001 +22%
CWM
11
Congress Wealth Management
Massachusetts
$24.8M -$10.9M -211,783 -31%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$22.1M +$1.16M +22,534 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$21.9M +$1.29M +25,002 +6%
OIA
14
OneDigital Investment Advisors
Kansas
$21.8M +$1.03M +19,917 +5%
RJA
15
Raymond James & Associates
Florida
$19.7M -$91.1K -1,764 -0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$19.3M -$285K -5,515 -1%
SFA
17
Sequoia Financial Advisors
Ohio
$18.4M -$34.6M -670,122 -65%
Stifel Financial
18
Stifel Financial
Missouri
$17.2M +$872K +16,894 +5%
Truist Financial
19
Truist Financial
North Carolina
$16.3M +$1.21M +23,394 +8%
NA
20
NewEdge Advisors
Louisiana
$15.9M +$3.61M +69,999 +30%
RWB
21
RMR Wealth Builders
New Jersey
$14.8M +$1.67M +32,401 +13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$13.9M +$750K +14,525 +6%
EFL
23
ERn Financial LLC
Wisconsin
$13.8M +$775K +15,010 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$13.5M -$2.73M -52,841 -17%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$13.1M +$6.4M +124,006 +97%
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