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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
$87.6M +$4.16M +211,959 +5%
LPL Financial
2
LPL Financial
California
$23.6M +$1.58M +80,402 +7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.9M -$2.71M -138,366 -11%
PP
4
PFS Partners
New Jersey
$11.3M +$11.1M +566,025 +37,685%
HighTower Advisors
5
HighTower Advisors
Illinois
$11.2M +$19.7K +1,003 +0.2%
TA
6
TruWealth Advisors
Louisiana
$10.4M +$384K +19,610 +4%
RWB
7
RMR Wealth Builders
New Jersey
$9.56M +$1.7M +86,600 +22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.4M -$1.11M -56,379 -13%
EFP
9
EnRich Financial Partners
Wisconsin
$6.9M +$6.78M +346,092 New
UBS Group
10
UBS Group
Switzerland
$6.66M -$300K -15,285 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.59M -$2.85M -145,247 -31%
OAJ
12
Ogorek Anthony Joseph
New York
$6.47M -$692K -35,325 -10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.42M +$4M +204,134 +173%
KAS
14
Kestra Advisory Services
Texas
$5.13M +$136K +6,927 +3%
BCI
15
Brinker Capital Investments
Pennsylvania
$5.09M -$120K -6,111 -2%
OPS
16
Orion Portfolio Solutions
Nebraska
$5.09M -$120K -6,111 -2%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.76M +$4.04M +205,971 +634%
NP
18
Nilsine Partners
Colorado
$4.38M +$40.7K +2,078 +1%
CCM
19
Condor Capital Management
New Jersey
$3.82M +$98.3K +5,013 +3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.63M +$48.6K +2,481 +1%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.94M +$2.82M +143,903 +4,403%
Mariner
22
Mariner
Kansas
$2.93M -$760K -38,757 -21%
AF
23
Allworth Financial
California
$2.93M +$1.86M +94,910 +183%
Stifel Financial
24
Stifel Financial
Missouri
$2.88M +$81.5K +4,157 +3%
NA
25
NewEdge Advisors
Louisiana
$2.88M +$361K +18,413 +15%
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