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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
$88.3M +$4.85M +242,318 +6%
LPL Financial
2
LPL Financial
California
$28.9M +$1.96M +98,071 +7%
RWB
3
RMR Wealth Builders
New Jersey
$19M +$1.63M +81,683 +9%
HighTower Advisors
4
HighTower Advisors
Illinois
$16.7M -$8.11K -405 -0%
PP
5
PFS Partners
New Jersey
$14.1M -$336K -16,801 -2%
UBS Group
6
UBS Group
Switzerland
$13.7M -$1.61M -80,387 -11%
TA
7
TruWealth Advisors
Louisiana
$12.9M +$384K +19,201 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.08M -$515K -25,736 -5%
NA
9
NewEdge Advisors
Louisiana
$8.87M +$478K +23,864 +6%
Raymond James Financial
10
Raymond James Financial
Florida
$8.6M -$26.5M -1,323,671 -76%
Wells Fargo
11
Wells Fargo
California
$8.52M +$2.71M +135,276 +47%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$8.39M +$36.3K +1,815 +0.4%
EFP
13
EnRich Financial Partners
Wisconsin
$7.7M +$36.4K +1,818 +0.5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.74M -$96.2K -4,805 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.1M +$928K +46,375 +18%
AF
16
Allworth Financial
California
$5.09M -$58.1K -2,903 -1%
NP
17
Nilsine Partners
Colorado
$4.95M +$405K +20,233 +9%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.88M -$57.4K -2,868 -1%
Stifel Financial
19
Stifel Financial
Missouri
$4.74M +$735K +36,731 +18%
CCM
20
Condor Capital Management
New Jersey
$4.7M +$27.5K +1,375 +0.6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.14M +$306K +15,271 +8%
PSCM
22
Per Stirling Capital Management
Texas
$3.46M -$251K -12,554 -7%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.05M +$94K +4,697 +3%
FF
24
Francis Financial
$2.97M +$281K +14,058 +11%
ARG
25
Advisory Resource Group
Oklahoma
$2.56M +$52.1K +2,605 +2%