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First Trust Limited Duration Investment Grade Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
101
Prospera Financial Services
Texas
$321K +$6.45K +342 +2%
WWA
102
WCG Wealth Advisors
Nevada
$281K +$282K +14,946 New
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$276K +$69.1K +3,665 +33%
CA
104
Continuum Advisory
Idaho
$263K
HA
105
Herold Advisors
New York
$260K +$46.3K +2,458 +22%
GIA
106
Gladstone Institutional Advisory
Florida
$255K -$52.3K -2,772 -17%
WCFA
107
Walkner Condon Financial Advisors
Wisconsin
$250K -$273K -14,467 -52%
TA
108
TrueWealth Advisors
Alabama
$231K +$12.3K +655 +6%
FHA
109
Flagship Harbor Advisors
Massachusetts
$215K -$22.5K -1,196 -9%
PVI
110
Pine Valley Investments
New Jersey
$212K +$213K +11,297 New
SW
111
Simplicity Wealth
New Jersey
$206K +$206K +10,954 New
SG
112
StoneX Group
New York
$202K -$506K -26,856 -71%
JWCA
113
J.W. Cole Advisors
Florida
$201K +$202K +10,705 New
KFGK
114
Keystone Financial Group (Kentucky)
Kentucky
$199K +$200K +10,625 New
CFGS
115
Concourse Financial Group Securities
Alabama
$183K +$21.3K +1,128 +13%
CF
116
Centaurus Financial
California
$173K +$174K +9,237 New
GRP
117
Global Retirement Partners
California
$151K -$33K -1,750 -18%
BC
118
Barrett & Company
Rhode Island
$84.5K
NS
119
NBC Securities
Alabama
$74K +$226 +12 +0.3%
JP Morgan Chase
120
JP Morgan Chase
New York
$65.8K +$66.1K +3,507 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$64K +$64.2K +3,405 New
RCM
122
Raleigh Capital Management
North Carolina
$61.1K -$58.2K -3,087 -49%
TAM
123
Tucker Asset Management
Colorado
$52.4K +$12.4K +660 +31%
CIAS
124
Capital Investment Advisory Services
North Carolina
$48.3K +$30.6K +1,625 +171%
GWM
125
Geneos Wealth Management
Colorado
$31.6K +$11.2K +596 +55%