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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
$150M -$8.19M -160,619 -5%
Wells Fargo
2
Wells Fargo
California
$135M +$14.3M +279,453 +12%
LPL Financial
3
LPL Financial
California
$110M +$3.98M +77,992 +4%
Bank of America
4
Bank of America
North Carolina
$93.4M +$6.24M +122,379 +7%
UBS Group
5
UBS Group
Switzerland
$88.1M +$1.32M +25,933 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$58.4M +$356K +6,985 +0.6%
MMA
7
Miracle Mile Advisors
California
$32.8M +$1M +19,690 +3%
APP
8
Avantax Planning Partners
Iowa
$32.2M -$553K -10,837 -2%
AAS
9
Avantax Advisory Services
Texas
$31.3M +$851K +16,676 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31.2M +$435K +8,529 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$25M +$10.6M +207,648 +72%
CWM
12
Congress Wealth Management
Massachusetts
$23.5M -$60.6K -1,188 -0.3%
NA
13
NewEdge Advisors
Louisiana
$23M +$7.28M +142,668 +46%
OIA
14
OneDigital Investment Advisors
Kansas
$21.5M -$522K -10,236 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$20.3M -$1.13M -22,092 -5%
Creative Planning
16
Creative Planning
Kansas
$19.5M +$19.5M +381,942 +7,885%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$19.4M +$3.83M +75,137 +24%
JP Morgan Chase
18
JP Morgan Chase
New York
$18M +$6.77M +132,700 +59%
Stifel Financial
19
Stifel Financial
Missouri
$17.9M +$430K +8,439 +2%
RWB
20
RMR Wealth Builders
New Jersey
$16.5M +$2.23M +43,804 +15%
Truist Financial
21
Truist Financial
North Carolina
$16.5M +$376K +7,368 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$16.3M +$1.12M +21,889 +7%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$16.2M +$699K +13,698 +4%
LFG
24
Larson Financial Group
Missouri
$16M +$2.1M +41,154 +15%
EFL
25
ERn Financial LLC
Wisconsin
$13.7M -$324K -6,346 -2%
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