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First Trust Long Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$6.54M +$956K +35,812 +16%
FIM
2
Freedom Investment Management
Connecticut
$3.94M -$3.12M -117,058 -43%
RJA
3
Raymond James & Associates
Florida
$2.58M
Jane Street
4
Jane Street
New York
$2.42M -$81.3K -3,045 -3%
KWM
5
Kingsview Wealth Management
Oregon
$2.35M -$107K -4,009 -4%
IRC
6
Investors Research Corp
Georgia
$2.19M -$17.7K -665 -0.8%
LPL Financial
7
LPL Financial
California
$940K -$131K -4,924 -12%
First Trust Advisors
8
First Trust Advisors
Illinois
$771K
LMKC
9
L.M. Kohn & Company
Ohio
$557K +$575K +21,550 New
Citadel Advisors
10
Citadel Advisors
Florida
$502K -$80.5K -3,018 -13%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$393K +$159K +5,958 +64%
BCMLT
12
Beacon Capital Management LLC (Tennessee)
Tennessee
$272K +$281K +10,541 New
PFS
13
Prospera Financial Services
Texas
$135K +$139K +5,225 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$20K +$2K +75 +11%
MCC
15
Money Concepts Capital
Florida
$17K +$17.7K +663 New
GWM
16
Geneos Wealth Management
Colorado
$17K +$18.1K +678 New
UBS Group
17
UBS Group
Switzerland
$13K +$5.66K +212 +74%
IA
18
IFP Advisors
Florida
$10K +$961 +36 +11%
LAS
19
Lloyd Advisory Services
Georgia
$2K
Morgan Stanley
20
Morgan Stanley
New York
$2K +$1.66K +62 New
EIA
21
Eldridge Investment Advisors
New Hampshire
-$972K -35,000 Closed
SWM
22
Spire Wealth Management
Virginia
-$105K -3,800 Closed
FHA
23
First Horizon Advisors
Tennessee
-$4K -172 Closed