We are live on ! Find out more
FSMB icon

First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$81.8M -$5.39M -270,884 -6%
LPL Financial
2
LPL Financial
California
$26.1M +$2.67M +134,458 +11%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$23.9M +$1.2M +60,221 +5%
HighTower Advisors
4
HighTower Advisors
Illinois
$13.7M +$2.61M +131,406 +23%
PP
5
PFS Partners
New Jersey
$12.3M +$1.05M +52,580 +9%
RWB
6
RMR Wealth Builders
New Jersey
$12.1M +$2.57M +129,078 +27%
UBS Group
7
UBS Group
Switzerland
$11M +$4.43M +222,833 +67%
TA
8
TruWealth Advisors
Louisiana
$10.9M +$529K +26,596 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.68M +$1.33M +66,765 +18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.62M +$1.24M +62,272 +19%
EFP
11
EnRich Financial Partners
Wisconsin
$6.04M -$827K -41,576 -12%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.91M +$184K +9,244 +4%
NP
13
Nilsine Partners
Colorado
$4.57M +$215K +10,783 +5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.46M +$857K +43,052 +24%
KAS
15
Kestra Advisory Services
Texas
$4.4M -$693K -34,831 -14%
BCI
16
Brinker Capital Investments
Pennsylvania
$4.27M -$787K -39,552 -16%
OPS
17
Orion Portfolio Solutions
Nebraska
$4.27M -$787K -39,552 -16%
Osaic Holdings
18
Osaic Holdings
Arizona
$4M -$2.56M -128,712 -39%
CCM
19
Condor Capital Management
New Jersey
$3.82M +$28.7K +1,443 +0.8%
Wells Fargo
20
Wells Fargo
California
$3.5M +$1.6M +80,509 +84%
VWA
21
Visionary Wealth Advisors
Illinois
$3.48M +$689K +34,608 +25%
NA
22
NewEdge Advisors
Louisiana
$3.02M +$151K +7,578 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$2.93M +$15.2K +763 +0.5%
AF
24
Allworth Financial
California
$2.82M -$96K -4,824 -3%
Stifel Financial
25
Stifel Financial
Missouri
$2.7M -$163K -8,202 -6%