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First Trust Long Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$84.9M +$8.83M +401,560 +12%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$40.5M +$1.53M +69,801 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$27.4M -$9.29M -422,610 -25%
Morgan Stanley
4
Morgan Stanley
New York
$26.7M +$1.24M +56,370 +5%
CWM
5
Comprehensive Wealth Management
Washington
$24.9M -$6.79M -309,047 -21%
GWM
6
GDS Wealth Management
Texas
$22.8M -$583K -26,517 -2%
CAG
7
Csenge Advisory Group
Florida
$21.3M +$1.25M +56,704 +6%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$18.4M +$3.63M +164,934 +24%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$17.1M -$545K -24,776 -3%
FEG
10
Financial Enhancement Group
Indiana
$16.8M -$6.52M -296,366 -28%
SIM
11
Stratos Investment Management
Ohio
$16.5M +$471K +21,404 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.7M +$914K +41,569 +6%
MFGM
13
Marshall Financial Group (Maryland)
Maryland
$15.6M +$626K +28,492 +4%
SI
14
Stephens Inc
Arkansas
$14.7M +$423K +19,229 +3%
IWC
15
Integrated Wealth Concepts
Massachusetts
$14.3M +$573K +26,054 +4%
T
16
Tidemark
California
$12.4M +$12.4M +566,126 New
CIA
17
Concurrent Investment Advisors
Florida
$12.3M +$11.4M +517,283 +1,085%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.2M +$2.91M +132,286 +31%
HighTower Advisors
19
HighTower Advisors
Illinois
$8.08M -$5.31M -241,575 -40%
AFS
20
Anderson Financial Strategies
Ohio
$7.33M +$257K +11,702 +4%
KWM
21
Kingsview Wealth Management
Oregon
$6.79M +$5.41M +246,047 +379%
TFGT
22
TS Financial Group (TSFG)
Illinois
$5.67M +$1.63M +74,227 +40%
First Trust Advisors
23
First Trust Advisors
Illinois
$5.66M +$1.02M +46,445 +22%
FFA
24
Farther Finance Advisors
California
$5.4M +$176K +8,002 +3%
MFN
25
Midwest Financial Network
Illinois
$5.21M +$185K +8,435 +4%