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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
$74.4M +$13M +656,152 +21%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.2M +$5.7M +287,148 +27%
LPL Financial
3
LPL Financial
California
$27M +$4.05M +204,205 +18%
HighTower Advisors
4
HighTower Advisors
Illinois
$17M -$1.22M -61,494 -7%
LWA
5
LWS Wealth Advisors
New Jersey
$11.6M -$10.6M -534,725 -48%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.8M -$1.18M -59,415 -10%
TA
7
TruWealth Advisors
Louisiana
$8.84M +$785K +39,555 +10%
OAJ
8
Ogorek Anthony Joseph
New York
$7.61M -$5.97K -301 -0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.52M +$296K +14,898 +5%
UBS Group
10
UBS Group
Switzerland
$6.07M -$1.3M -65,509 -18%
BCI
11
Brinker Capital Investments
Pennsylvania
$5.99M +$247K +12,452 +4%
OPS
12
Orion Portfolio Solutions
Nebraska
$5.99M +$4.74M +238,822 +383%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.61M +$292K +14,711 +6%
RWB
14
RMR Wealth Builders
New Jersey
$5.58M +$1.6M +80,405 +40%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.88M -$363K -18,284 -7%
KAS
16
Kestra Advisory Services
Texas
$4.75M -$509K -25,654 -10%
NP
17
Nilsine Partners
Colorado
$4.33M +$4.32M +217,735 New
PSCM
18
Per Stirling Capital Management
Texas
$3.63M -$2.47M -124,579 -41%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.56M +$145K +7,300 +4%
CAN
20
Cetera Advisor Networks
California
$3.34M +$61.7K +3,111 +2%
CCM
21
Condor Capital Management
New Jersey
$3.1M +$996K +50,178 +47%
Mariner
22
Mariner
Kansas
$3.01M +$709K +35,733 +31%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.79M +$3.17K +160 +0.1%
IA
24
IFP Advisors
Florida
$2.64M -$118K -5,929 -4%
Stifel Financial
25
Stifel Financial
Missouri
$2.64M +$265K +13,365 +11%
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