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First Trust Long Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$10.1M +$2.48M +110,338 +33%
GWM
2
GDS Wealth Management
Texas
$7.84M +$7.73M +343,515 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.85M +$6.76M +300,446 New
LPL Financial
4
LPL Financial
California
$4.18M +$2.79M +124,053 +210%
KWM
5
Kingsview Wealth Management
Oregon
$3.5M +$225K +10,005 +7%
CW
6
Connectus Wealth
Ohio
$3.18M +$3.14M +139,605 New
RJA
7
Raymond James & Associates
Florida
$2.28M -$338 -15 -0%
IRC
8
Investors Research Corp
Georgia
$1.71M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.55M +$1.53M +68,118 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.49M +$1.47M +65,296 +181,378%
KA
11
Kovack Advisors
Florida
$1.37M +$165K +7,311 +14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.22M +$1.2M +53,515 New
First Trust Advisors
13
First Trust Advisors
Illinois
$1.1M +$528K +23,457 +94%
CAN
14
Cetera Advisor Networks
California
$984K +$217K +9,645 +29%
IWC
15
Integrated Wealth Concepts
Massachusetts
$659K +$651K +28,900 New
CWA
16
Clarus Wealth Advisors
Arizona
$629K +$195K +8,666 +47%
KPWS
17
Kestra Private Wealth Services
Texas
$560K +$553K +24,546 New
IWM
18
Iams Wealth Management
Nebraska
$387K +$385K +17,115 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$238K +$4.84K +215 +2%
KAS
20
Kestra Advisory Services
Texas
$228K -$114K -5,078 -34%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$217K +$214K +9,503 New
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.1K
CFGS
23
Concourse Financial Group Securities
Alabama
$28K +$27.6K +1,226 New
IA
24
IFP Advisors
Florida
$8.23K -$855 -38 -10%
BAM
25
Belpointe Asset Management
Nevada
$6.03K