We are live on ! Find out more
FSMB icon

First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.2M +$1.02M +48,781 +11%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.39M
PWP
3
Principle Wealth Partners
Connecticut
$5.57M +$976K +46,620 +21%
Morgan Stanley
4
Morgan Stanley
New York
$5.38M +$5.4M +257,992 New
CCM
5
Condor Capital Management
New Jersey
$4.05M +$660K +31,528 +19%
KAS
6
Kestra Advisory Services
Texas
$3.64M +$1.49M +71,036 +69%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.53M +$470K +22,425 +15%
HW
8
Hedeker Wealth
Illinois
$2.48M +$2.49M +118,861 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.42M -$86.2K -4,115 -3%
CAN
10
Cetera Advisor Networks
California
$2.38M +$46.9K +2,240 +2%
BFG
11
Barber Financial Group
Kansas
$2.37M +$427K +20,384 +22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.34M +$2.35M +112,145 New
RJA
13
Raymond James & Associates
Florida
$2.34M +$636K +30,392 +37%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.33M +$1.15M +54,720 +96%
AI
15
Atria Investments
North Carolina
$2.05M +$266K +12,693 +15%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.98M -$468K -22,356 -19%
FPWM
17
FSB Premier Wealth Management
Iowa
$1.66M +$10.8K +515 +0.7%
SWP
18
Stratos Wealth Partners
Ohio
$1.55M -$120K -5,745 -7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.49M +$452K +21,562 +43%
NWM
20
Northwest Wealth Management
Iowa
$1.24M -$300K -14,320 -19%
DFA
21
DHJJ Financial Advisors
Illinois
$1.01M +$42.3K +2,019 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$962K -$1.28M -61,005 -57%
MIAN
23
Mariner Independent Advisor Network
Kansas
$884K +$28.5K +1,362 +3%
FTUS
24
Flow Traders U.S.
New York
$773K -$1.84M -88,028 -70%
Truist Financial
25
Truist Financial
North Carolina
$762K +$4.23K +202 +0.6%