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First Trust Long Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
101
Medallion Wealth Advisors
Connecticut
$260K +$30.9K +1,455 +14%
PCS
102
Private Client Services
Kentucky
$245K -$4.69K -221 -2%
AAS
103
Asset Allocation Strategies
Michigan
$240K +$238K +11,202 New
HAS
104
HBW Advisory Services
California
$222K +$170 +8 +0.1%
WMA
105
Wealth Management Associates
New Jersey
$218K -$16.2K -765 -7%
MWM
106
MBE Wealth Management
Wisconsin
$217K
FA
107
Faithward Advisors
Pennsylvania
$217K +$215K +10,111 New
TAM
108
Tucker Asset Management
Colorado
$195K +$80.6K +3,801 +72%
GM
109
GeoWealth Management
Illinois
$190K -$139K -6,528 -42%
GWM
110
Geneos Wealth Management
Colorado
$154K +$18.2K +860 +14%
CF
111
Centaurus Financial
California
$106K
RF
112
Rossby Financial
Florida
$95.3K +$106 +5 +0.1%
Comerica Bank
113
Comerica Bank
Texas
$84.4K -$30.4K -1,435 -27%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$56K +$26.6K +1,254 +93%
PTC
115
Private Trust Company
Ohio
$54.4K -$14.5K -682 -21%
LFG
116
Larson Financial Group
Missouri
$47.1K
CFD
117
Creative Financial Designs
Indiana
$41.7K -$1.38K -65 -3%
RCM
118
Raleigh Capital Management
North Carolina
$30.8K -$15.1K -713 -33%
Q1WB
119
Quest 10 Wealth Builders
Virginia
$27.9K -$13.7K -646 -33%
AF
120
Allworth Financial
California
$19.6K +$191 +9 +1%
PB
121
Pinnacle Bancorp
Nebraska
$15.8K +$15.6K +737 New
NS
122
NBC Securities
Alabama
$15K +$3.46K +163 +29%
LWMI
123
Legacy Wealth Management (Idaho)
Idaho
$12.1K
LIS
124
Legacy Investment Solutions
Idaho
$12.1K +$12K +566 New
MAS
125
MPWM Advisory Solutions
Georgia
$10.7K +$10.6K +500 New