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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
$103M +$14.8M +733,631 +17%
LPL Financial
2
LPL Financial
California
$45.3M +$17M +844,720 +59%
RWB
3
RMR Wealth Builders
New Jersey
$21.5M +$1.09M +54,045 +5%
Corient Private Wealth
4
Corient Private Wealth
Florida
$21M -$3.47M -172,565 -14%
HighTower Advisors
5
HighTower Advisors
Illinois
$18.9M +$1.4M +69,352 +8%
PP
6
PFS Partners
New Jersey
$13.7M -$47.1K -2,341 -0.3%
UBS Group
7
UBS Group
Switzerland
$13.5M -$156K -7,756 -1%
TA
8
TruWealth Advisors
Louisiana
$13.3M +$987K +49,075 +8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$11M +$6.79M +337,466 +157%
NA
10
NewEdge Advisors
Louisiana
$10.6M +$876K +43,529 +9%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$10.2M +$640K +31,796 +7%
Raymond James Financial
12
Raymond James Financial
Florida
$9.19M +$34.9K +1,736 +0.4%
EFP
13
EnRich Financial Partners
Wisconsin
$8.3M +$392K +19,496 +5%
Wells Fargo
14
Wells Fargo
California
$8.27M -$948K -47,110 -10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.54M -$192K -9,525 -2%
FF
16
Francis Financial
$7.13M +$3.95M +196,100 +122%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.45M -$3.15M -156,545 -33%
PSCM
18
Per Stirling Capital Management
Texas
$5.95M +$2.03M +101,109 +51%
NP
19
Nilsine Partners
Colorado
$5.64M +$590K +29,334 +12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.54M +$2.81M +139,675 +101%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.45M +$1.49M +74,062 +37%
CCM
22
Condor Capital Management
New Jersey
$4.96M +$360K +17,869 +8%
GWP
23
Gateway Wealth Partners
Wisconsin
$4.67M +$2.39M +118,592 +103%
AF
24
Allworth Financial
California
$4.39M -$309K -15,341 -7%
TBF
25
True Blue Financial
Michigan
$4.21M +$190K +9,436 +5%
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