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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
$88.5M +$337K +16,783 +0.4%
LPL Financial
2
LPL Financial
California
$28.5M -$340K -16,934 -1%
Corient Private Wealth
3
Corient Private Wealth
Florida
$24.6M +$707K +35,272 +3%
RWB
4
RMR Wealth Builders
New Jersey
$20.5M +$1.59M +79,371 +8%
HighTower Advisors
5
HighTower Advisors
Illinois
$17.6M +$927K +46,213 +6%
PP
6
PFS Partners
New Jersey
$13.8M -$287K -14,326 -2%
UBS Group
7
UBS Group
Switzerland
$13.7M +$114K +5,687 +0.8%
TA
8
TruWealth Advisors
Louisiana
$12.4M -$450K -22,422 -3%
NA
9
NewEdge Advisors
Louisiana
$9.77M +$922K +45,972 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.61M +$545K +27,180 +6%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$9.58M +$1.2M +59,982 +14%
Wells Fargo
12
Wells Fargo
California
$9.25M +$743K +37,034 +9%
Raymond James Financial
13
Raymond James Financial
Florida
$9.2M +$611K +30,485 +7%
EFP
14
EnRich Financial Partners
Wisconsin
$7.94M +$250K +12,443 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.76M +$1.04M +51,626 +15%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.01M -$89.5K -4,465 -1%
NP
17
Nilsine Partners
Colorado
$5.07M +$123K +6,142 +2%
AF
18
Allworth Financial
California
$4.71M -$369K -18,393 -7%
CCM
19
Condor Capital Management
New Jersey
$4.63M -$63.7K -3,178 -1%
Stifel Financial
20
Stifel Financial
Missouri
$4.47M -$259K -12,896 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.3M +$167K +8,335 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.29M -$582K -29,026 -12%
TBF
23
True Blue Financial
Michigan
$4.04M +$4.05M +201,726 New
TFP
24
TrueWealth Financial Partners
Washington
$4.04M +$4.05M +201,726 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.99M +$1.53M +76,219 +62%
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