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First Trust Short Duration Managed Municipal ETF
FSMB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.2M -$17.9M -901,132 -37%
HighTower Advisors
2
HighTower Advisors
Illinois
$24M +$9.62M +483,696 +67%
LPL Financial
3
LPL Financial
California
$23.8M +$10.3M +516,526 +76%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17M +$2.23M +112,325 +15%
KAS
5
Kestra Advisory Services
Texas
$8.06M +$2.16M +108,680 +37%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.4M +$3.59M +180,429 +197%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.3M +$1.38M +69,321 +47%
PWP
8
Principle Wealth Partners
Connecticut
$4.01M -$1.25M -62,837 -24%
KMWM
9
Keudell/Morrison Wealth Management
Oregon
$3.64M +$3.64M +183,158 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.5M +$307K +15,435 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.24M +$64K +3,218 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.18M +$288K +14,467 +10%
UBS Group
13
UBS Group
Switzerland
$3.14M +$3.14M +158,140 New
AFP
14
Ausdal Financial Partners
Iowa
$2.9M +$2.27M +113,913 +355%
SCA
15
Snowden Capital Advisors
New York
$2.84M +$228K +11,485 +9%
HW
16
Hedeker Wealth
Illinois
$2.65M – – –
RWB
17
RMR Wealth Builders
New Jersey
$2.4M +$624K +31,399 +35%
ARG
18
Advisory Resource Group
Oklahoma
$2.31M +$2.31M +116,208 New
SWP
19
Stratos Wealth Partners
Ohio
$2.15M +$1.32M +66,297 +158%
AI
20
Atria Investments
North Carolina
$2.15M -$101K -5,099 -5%
Jane Street
21
Jane Street
New York
$2.02M -$534K -26,863 -21%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.02M +$193K +9,696 +11%
PAG
23
Private Advisor Group
New Jersey
$1.91M +$1.91M +96,017 New
NA
24
NewEdge Advisors
Louisiana
$1.7M +$1.09M +54,594 +176%
RJA
25
Raymond James & Associates
Florida
$1.66M -$96.1K -4,833 -5%
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