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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
$70.3M +$3.29M +164,898 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$31M +$31.2M +1,563,861 New
LPL Financial
3
LPL Financial
California
$26.2M +$2.77M +138,848 +12%
PP
4
PFS Partners
New Jersey
$14.9M +$2.21M +111,034 +17%
HighTower Advisors
5
HighTower Advisors
Illinois
$14.5M +$109K +5,450 +0.7%
RWB
6
RMR Wealth Builders
New Jersey
$14.1M +$122K +6,133 +0.9%
UBS Group
7
UBS Group
Switzerland
$11.5M +$628K +31,487 +6%
TA
8
TruWealth Advisors
Louisiana
$10.9M +$74.4K +3,729 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.13M -$114K -5,698 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.7M -$123K -6,162 -2%
EFP
11
EnRich Financial Partners
Wisconsin
$6.77M +$740K +37,099 +12%
KAS
12
Kestra Advisory Services
Texas
$5.04M -$532K -26,668 -10%
NP
13
Nilsine Partners
Colorado
$5.01M +$263K +13,213 +6%
MML Investors Services
14
MML Investors Services
Massachusetts
$4.71M +$257K +12,870 +6%
CCM
15
Condor Capital Management
New Jersey
$4.52M +$76.3K +3,826 +2%
Stifel Financial
16
Stifel Financial
Missouri
$4.41M -$464K -23,269 -9%
Wells Fargo
17
Wells Fargo
California
$4.17M +$309K +15,494 +8%
VWA
18
Visionary Wealth Advisors
Illinois
$4.15M +$266K +13,334 +7%
NA
19
NewEdge Advisors
Louisiana
$3.84M +$185K +9,259 +5%
AF
20
Allworth Financial
California
$3.64M +$570K +28,565 +18%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.48M -$16.4K -823 -0.5%
PSCM
22
Per Stirling Capital Management
Texas
$3.37M +$1.56M +78,302 +85%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.2M -$742K -37,194 -19%
BCI
24
Brinker Capital Investments
Pennsylvania
$3M -$496K -24,864 -14%
OPS
25
Orion Portfolio Solutions
Nebraska
$3M -$496K -24,864 -14%
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