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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
$61M +$10.9M +556,817 +22%
LPL Financial
2
LPL Financial
California
$22.7M -$1.82M -92,733 -7%
LWA
3
LWS Wealth Advisors
New Jersey
$22.1M -$7.97M -406,270 -27%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.3M +$4.35M +221,610 +26%
HighTower Advisors
5
HighTower Advisors
Illinois
$18.1M +$3.63M +185,108 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.9M +$8.12M +413,578 +218%
TA
7
TruWealth Advisors
Louisiana
$8M +$1.84M +93,807 +30%
OAJ
8
Ogorek Anthony Joseph
New York
$7.56M +$7.52M +383,207 New
UBS Group
9
UBS Group
Switzerland
$7.32M +$3.9M +198,629 +115%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.18M +$185K +9,424 +3%
PSCM
11
Per Stirling Capital Management
Texas
$6.06M +$6.03M +306,988 New
BCI
12
Brinker Capital Investments
Pennsylvania
$5.7M -$812K -41,365 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.28M +$357K +18,178 +7%
KAS
14
Kestra Advisory Services
Texas
$5.23M -$3.22M -164,015 -38%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.21M +$3.55M +180,709 +217%
Jane Street
16
Jane Street
New York
$4.2M +$4.18M +212,841 New
RWB
17
RMR Wealth Builders
New Jersey
$3.95M -$654K -33,320 -14%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.39M -$85K -4,332 -2%
AI
19
Atria Investments
North Carolina
$3.35M +$1.21M +61,758 +57%
CAN
20
Cetera Advisor Networks
California
$3.25M +$2.65M +135,015 +452%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.77M +$2.12M +107,830 +332%
IA
22
IFP Advisors
Florida
$2.75M +$427K +21,770 +19%
Stifel Financial
23
Stifel Financial
Missouri
$2.35M +$1.66M +84,658 +245%
HCA
24
Heck Capital Advisors
Wisconsin
$2.35M +$163K +8,321 +8%
Mariner
25
Mariner
Kansas
$2.28M +$2.27M +115,715 New
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