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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.23B -$114K -2,222 -8%
Morgan Stanley
2
Morgan Stanley
New York
$160M +$466K +9,064 +0.3%
Wells Fargo
3
Wells Fargo
California
$123M -$2.2M -42,711 -2%
LPL Financial
4
LPL Financial
California
$107M -$20.9M -405,595 -16%
Bank of America
5
Bank of America
North Carolina
$88.2M -$177K -3,447 -0.2%
UBS Group
6
UBS Group
Switzerland
$87.8M +$2.64M +51,260 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$58.7M +$59.2M +1,150,312 New
APP
8
Avantax Planning Partners
Iowa
$33.2M -$3.71M -72,172 -10%
MMA
9
Miracle Mile Advisors
California
$32.1M +$1.54M +29,957 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31.2M -$868K -16,871 -3%
AAS
11
Avantax Advisory Services
Texas
$30.9M +$119K +2,306 +0.4%
CWM
12
Congress Wealth Management
Massachusetts
$23.8M -$530K -10,313 -2%
OIA
13
OneDigital Investment Advisors
Kansas
$22.3M +$884K +17,192 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$21.7M -$9K -175 -0%
Stifel Financial
15
Stifel Financial
Missouri
$17.7M +$821K +15,963 +5%
Truist Financial
16
Truist Financial
North Carolina
$16.3M +$338K +6,564 +2%
NA
17
NewEdge Advisors
Louisiana
$16M +$324K +6,298 +2%
SFA
18
Sequoia Financial Advisors
Ohio
$16M -$2.15M -41,823 -12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$15.8M +$2.52M +48,986 +19%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$15.7M +$2.07M +40,338 +15%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$15.3M +$2.51M +48,819 +19%
IAA
22
Independent Advisor Alliance
North Carolina
$14.8M +$15M +290,714 New
Osaic Holdings
23
Osaic Holdings
Arizona
$14.7M -$4.32M -83,949 -23%
RWB
24
RMR Wealth Builders
New Jersey
$14.5M -$463 -9 -0%
EFL
25
ERn Financial LLC
Wisconsin
$14.2M +$665K +12,923 +5%