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First Trust Long Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$4.92M +$110K +5,118 +2%
HFP
27
Holistic Financial Partners
Indiana
$4.9M -$362K -16,892 -7%
CA
28
CoreCap Advisors
Michigan
$4.21M +$2.43M +113,377 +128%
AAS
29
Avantax Advisory Services
Texas
$4.2M +$686K +32,061 +19%
MFN
30
Midwest Financial Network
Illinois
$4.07M +$4.18M +195,132 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.33M -$335K -15,670 -9%
AssetMark Inc
32
AssetMark Inc
California
$3.07M +$487K +22,756 +18%
WWM
33
Western Wealth Management
Colorado
$2.65M -$150K -7,021 -5%
BCI
34
Brinker Capital Investments
Pennsylvania
$2.53M +$148K +6,901 +6%
OPS
35
Orion Portfolio Solutions
Nebraska
$2.53M +$148K +6,901 +6%
KAS
36
Kestra Advisory Services
Texas
$2.53M -$346K -16,141 -12%
SP
37
Sequent Planning
Nebraska
$2.52M +$46.3K +2,163 +2%
SIM
38
Stratos Investment Management
Ohio
$2.48M +$2.55M +118,957 New
BEI
39
Benjamin Edwards Inc
Missouri
$2.42M +$610K +28,503 +33%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$2.36M -$207K -9,670 -8%
GWM
41
Geneos Wealth Management
Colorado
$2.29M +$80.2K +3,746 +4%
MFG
42
Midwest Financial Group
Kansas
$2.26M +$20.5K +956 +0.9%
PFS
43
Prospera Financial Services
Texas
$2.24M -$448K -20,942 -16%
AWM
44
AE Wealth Management
Kansas
$2.07M -$214K -9,978 -9%
FPWM
45
FSB Premier Wealth Management
Iowa
$2.06M +$565K +26,386 +36%
VWA
46
Visionary Wealth Advisors
Illinois
$1.85M -$573K -26,751 -23%
SPC
47
Sigma Planning Corp
Michigan
$1.78M -$2.61M -122,077 -59%
CAS
48
Coppell Advisory Solutions
Texas
$1.76M +$491K +22,933 +38%
IFG
49
Independent Financial Group
California
$1.69M -$387K -18,056 -18%
PSFG
50
Park Square Financial Group
Georgia
$1.67M +$1.72M +80,178 New