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First Trust Long Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1
Freedom Investment Management
Connecticut
$7.85M -$142K -5,174 -2%
AWM
2
AE Wealth Management
Kansas
$4.91M -$107K -3,911 -2%
RJA
3
Raymond James & Associates
Florida
$2.78M
SWM
4
Spire Wealth Management
Virginia
$2.64M -$415K -15,185 -14%
KWM
5
Kingsview Wealth Management
Oregon
$2.05M +$587K +21,440 +41%
IRC
6
Investors Research Corp
Georgia
$1.67M +$407K +14,889 +33%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.66M
Citadel Advisors
8
Citadel Advisors
Florida
$1.6M -$157K -5,745 -9%
Jane Street
9
Jane Street
New York
$1.55M -$168K -6,125 -10%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$529K -$10.1K -369 -2%
LPL Financial
11
LPL Financial
California
$457K +$449K +16,411 New
HI
12
Harbour Investments
Wisconsin
$179K +$6.78K +248 +4%
FGAM
13
Financial Gravity Asset Management
Texas
$28K +$38.7K +1,415 New
Morgan Stanley
14
Morgan Stanley
New York
$12K +$11.8K +432 New
UBS Group
15
UBS Group
Switzerland
$10K -$15.9K -580 -63%
IA
16
IFP Advisors
Florida
$9K
FHA
17
First Horizon Advisors
Tennessee
$4K
LAS
18
Lloyd Advisory Services
Georgia
$2K
KAS
19
Kestra Advisory Services
Texas
-$458K -17,068 Closed
GWM
20
Geneos Wealth Management
Colorado
-$43K -1,600 Closed
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
-$1K -41 Closed
Wells Fargo
22
Wells Fargo
California
-$27 -1 -50%