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First Trust Short Duration Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82.7M +$11.2M +563,704 +16%
Raymond James Financial
2
Raymond James Financial
Florida
$34.9M +$1.06M +53,489 +3%
LPL Financial
3
LPL Financial
California
$26.7M +$2.09M +105,547 +9%
RWB
4
RMR Wealth Builders
New Jersey
$17.2M +$973K +49,158 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$16.6M +$233K +11,765 +1%
UBS Group
6
UBS Group
Switzerland
$15.1M +$1.04M +52,720 +7%
PP
7
PFS Partners
New Jersey
$14.3M -$670K -33,820 -4%
TA
8
TruWealth Advisors
Louisiana
$12.4M +$627K +31,661 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.52M +$1.05M +53,120 +12%
NA
10
NewEdge Advisors
Louisiana
$8.32M +$941K +47,538 +13%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$8.28M -$248K -12,529 -3%
EFP
12
EnRich Financial Partners
Wisconsin
$7.6M +$148K +7,477 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.78M -$1.29M -65,145 -16%
Wells Fargo
14
Wells Fargo
California
$5.75M +$1.28M +64,823 +29%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.13M +$1.98M +99,949 +63%
AF
16
Allworth Financial
California
$5.1M +$1.53M +77,518 +43%
JP Morgan Chase
17
JP Morgan Chase
New York
$4.9M +$1.55M +78,417 +47%
CCM
18
Condor Capital Management
New Jersey
$4.63M -$4.89K -247 -0.1%
NP
19
Nilsine Partners
Colorado
$4.51M +$110K +5,567 +3%
Stifel Financial
20
Stifel Financial
Missouri
$3.97M -$188K -9,500 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.8M +$628K +31,698 +20%
PSCM
22
Per Stirling Capital Management
Texas
$3.68M +$290K +14,670 +9%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.93M -$1.5M -75,693 -34%
VWA
24
Visionary Wealth Advisors
Illinois
$2.86M -$119K -6,009 -4%
FF
25
Francis Financial
$2.66M -$39.9K -2,013 -1%