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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
$71.3M +$969K +48,663 +1%
Raymond James Financial
2
Raymond James Financial
Florida
$33.7M +$2.68M +134,618 +9%
LPL Financial
3
LPL Financial
California
$24.6M -$1.64M -82,318 -6%
HighTower Advisors
4
HighTower Advisors
Illinois
$16.3M +$1.8M +90,316 +12%
RWB
5
RMR Wealth Builders
New Jersey
$16.2M +$2.01M +100,756 +14%
PP
6
PFS Partners
New Jersey
$15M -$5.51K -277 -0%
UBS Group
7
UBS Group
Switzerland
$14.1M +$2.53M +127,230 +22%
TA
8
TruWealth Advisors
Louisiana
$11.7M +$867K +43,566 +8%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$8.52M +$6.77M +340,317 +385%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.45M +$302K +15,155 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.06M +$354K +17,792 +5%
EFP
12
EnRich Financial Partners
Wisconsin
$7.44M +$663K +33,286 +10%
NA
13
NewEdge Advisors
Louisiana
$7.36M +$3.52M +176,922 +92%
CCM
14
Condor Capital Management
New Jersey
$4.63M +$99.7K +5,006 +2%
Wells Fargo
15
Wells Fargo
California
$4.45M +$280K +14,085 +7%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.43M -$296K -14,890 -6%
NP
17
Nilsine Partners
Colorado
$4.39M -$628K -31,527 -12%
Stifel Financial
18
Stifel Financial
Missouri
$4.15M -$268K -13,459 -6%
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$3.59M +$3.59M +180,554 New
AF
20
Allworth Financial
California
$3.52M -$88.1K -4,425 -2%
PSCM
21
Per Stirling Capital Management
Texas
$3.38M +$936 +47 +0%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.33M -$153K -7,706 -4%
KAS
23
Kestra Advisory Services
Texas
$3.27M -$1.78M -89,477 -35%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.16M -$44.9K -2,257 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.13M +$473K +23,760 +18%
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