We are live on ! Find out more
LMBS icon

First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
226
BostonPremier Wealth
Massachusetts
$1,000K -$4.77M -95,422 -83%
CPA
227
Clear Point Advisors
New York
$967K +$967K +19,347 New
CW
228
CreativeOne Wealth
Kansas
$965K +$80.9K +1,619 +9%
CCG
229
Cypress Capital Group
Florida
$950K -$917K -18,350 -49%
IWM
230
Iams Wealth Management
Nebraska
$911K -$942K -18,842 -51%
CA
231
Calton & Associates
Florida
$894K +$97.5K +1,951 +12%
MQWP
232
Morey & Quinn Wealth Partners
Nebraska
$892K +$1.3K +26 +0.1%
WPW
233
Waldron Private Wealth
Pennsylvania
$874K +$874K +17,486 New
Bank of New York Mellon
234
Bank of New York Mellon
New York
$870K -$1.27M -25,384 -59%
MCM
235
MAI Capital Management
Ohio
$865K +$309K +6,186 +56%
EFG
236
Embree Financial Group
Illinois
$861K +$861K +17,215 New
WWA
237
Wealth Watch Advisors
Colorado
$858K +$34.3K +687 +4%
EHAM
238
Eagle Harbor Asset Management
Washington
$850K +$1.05K +21 +0.1%
TW
239
Towerpoint Wealth
California
$841K -$47.2K -944 -5%
AFP
240
Ausdal Financial Partners
Iowa
$836K -$37.9K -758 -4%
SW
241
StrongBox Wealth
Missouri
$834K +$10K +200 +1%
FA
242
Faithward Advisors
Pennsylvania
$832K -$55.7K -1,114 -6%
FMTC
243
Farmers & Merchants Trust Company
California
$825K -$181K -3,619 -18%
CPIA
244
Cornell Pochily Investment Advisors
New York
$819K -$405K -8,105 -33%
GRP
245
Global Retirement Partners
California
$817K +$22.2K +444 +3%
WIA
246
World Investment Advisors
California
$815K +$380K +7,592 +87%
AWA
247
Arkadios Wealth Advisors
Georgia
$808K -$57.7K -1,155 -7%
PSFG
248
Park Square Financial Group
Georgia
$807K -$286K -5,713 -26%
AG
249
Ascent Group
Virginia
$806K +$259K +5,174 +47%
OIA
250
OneDigital Investment Advisors
Kansas
$771K -$67K -1,340 -8%