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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
$92.9M +$11.4M +575,686 +14%
LPL Financial
2
LPL Financial
California
$24.5M -$1.56M -78,814 -6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$23.1M -$767K -38,793 -3%
HighTower Advisors
4
HighTower Advisors
Illinois
$14M +$327K +16,526 +2%
RWB
5
RMR Wealth Builders
New Jersey
$12.7M +$673K +34,026 +6%
PP
6
PFS Partners
New Jersey
$12.4M +$147K +7,457 +1%
UBS Group
7
UBS Group
Switzerland
$11M -$24.3K -1,228 -0.2%
TA
8
TruWealth Advisors
Louisiana
$10.6M -$293K -14,825 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.39M -$258K -13,071 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.89M +$292K +14,752 +4%
EFP
11
EnRich Financial Partners
Wisconsin
$5.73M -$285K -14,438 -5%
KAS
12
Kestra Advisory Services
Texas
$5.49M +$1.1M +55,763 +25%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.86M +$407K +20,578 +9%
Jane Street
14
Jane Street
New York
$4.82M +$2.87M +145,198 +148%
NP
15
Nilsine Partners
Colorado
$4.63M +$81.3K +4,113 +2%
Stifel Financial
16
Stifel Financial
Missouri
$4.33M +$1.64M +82,739 +61%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.17M -$724K -36,628 -15%
CCM
18
Condor Capital Management
New Jersey
$4.03M +$218K +11,034 +6%
BCI
19
Brinker Capital Investments
Pennsylvania
$3.88M -$383K -19,353 -9%
OPS
20
Orion Portfolio Solutions
Nebraska
$3.88M -$383K -19,353 -9%
VWA
21
Visionary Wealth Advisors
Illinois
$3.85M +$377K +19,073 +11%
Wells Fargo
22
Wells Fargo
California
$3.44M -$50.3K -2,542 -1%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.26M +$335K +16,942 +11%
AF
24
Allworth Financial
California
$3.25M +$423K +21,416 +15%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.06M -$919K -46,477 -23%
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