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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
$49.4M +$20.1M +1,010,998 +66%
LWA
2
LWS Wealth Advisors
New Jersey
$29.7M +$30.3M +1,524,778 New
LPL Financial
3
LPL Financial
California
$24.3M +$962K +48,346 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.7M +$47.4K +2,385 +0.3%
HighTower Advisors
5
HighTower Advisors
Illinois
$14.2M -$9.56M -480,650 -40%
KAS
6
Kestra Advisory Services
Texas
$8.36M +$448K +22,533 +6%
BCI
7
Brinker Capital Investments
Pennsylvania
$6.44M +$6.57M +330,166 New
TA
8
TruWealth Advisors
Louisiana
$6.07M +$6.19M +311,400 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.92M +$1.73M +87,104 +40%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.86M +$1.71M +86,051 +53%
RWB
11
RMR Wealth Builders
New Jersey
$4.55M +$2.24M +112,803 +93%
SWP
12
Stratos Wealth Partners
Ohio
$3.81M +$1.74M +87,542 +81%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.7M +$581K +29,220 +18%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.43M -$7.26K -365 -0.2%
UBS Group
15
UBS Group
Switzerland
$3.36M +$280K +14,096 +9%
PWP
16
Principle Wealth Partners
Connecticut
$2.98M -$973K -48,911 -24%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.45M +$478K +24,021 +24%
NA
18
NewEdge Advisors
Louisiana
$2.43M +$775K +38,972 +46%
IA
19
IFP Advisors
Florida
$2.32M +$1.37M +68,735 +145%
ARG
20
Advisory Resource Group
Oklahoma
$2.21M -$52.8K -2,653 -2%
HCA
21
Heck Capital Advisors
Wisconsin
$2.15M +$2.2M +110,481 New
AI
22
Atria Investments
North Carolina
$2.1M -$8.51K -428 -0.4%
PAG
23
Private Advisor Group
New Jersey
$1.91M +$37K +1,859 +2%
MIAN
24
Mariner Independent Advisor Network
Kansas
$1.88M +$586K +29,466 +44%
AFP
25
Ausdal Financial Partners
Iowa
$1.87M -$994K -49,988 -34%
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