We are live on ! Find out more
LMBS icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
251
FinTrust Capital Advisors
South Carolina
$499K – – –
RGF
252
Retirement Guys Formula
Ohio
$487K -$5.66K -118 -1%
T
253
TRUADVICE
Florida
$486K +$32.5K +677 +7%
CCM
254
Chiron Capital Management
Florida
$465K -$96.1K -2,004 -17%
CA
255
Claro Advisors
Massachusetts
$454K +$39K +813 +9%
ACM
256
Arlington Capital Management
Illinois
$449K -$405K -8,441 -47%
CFD
257
Creative Financial Designs
Indiana
$449K -$28K -584 -6%
NCM
258
Narwhal Capital Management
Georgia
$448K +$41.1K +858 +10%
SEP
259
Southland Equity Partners
Missouri
$440K -$52K -1,084 -11%
HA
260
Herold Advisors
New York
$437K +$439K +9,160 New
PFA
261
Pinnacle Family Advisors
Missouri
$427K -$806K -16,823 -100%
FLI
262
Family Legacy Inc
South Carolina
$408K -$959 -20 -0.2%
VAS
263
Vestmark Advisory Solutions
Massachusetts
$408K +$411K +8,565 New
P
264
&Partners
Tennessee
$406K – – –
CWA
265
Clarus Wealth Advisors
Arizona
$402K -$363K -7,563 -47%
MSFS
266
Main Street Financial Solutions
Pennsylvania
$394K – – –
AC
267
Avestar Capital
New York
$392K -$14.4K -301 -4%
PTP
268
Platform Technology Partners
New York
$384K -$31K -647 -7%
WWM
269
Western Wealth Management
Colorado
$367K -$121K -2,522 -25%
CA
270
Cambridge Advisors
Nebraska
$366K -$556K -11,599 -60%
OIA
271
OneDigital Investment Advisors
Kansas
$363K +$288 +6 +0.1%
AOG
272
Alpha Omega Group
Virginia
$361K -$623 -13 -0.2%
NWM
273
Northwest Wealth Management
Iowa
$359K – – –
MOS
274
MGO One Seven
Ohio
$343K -$52.8K -1,101 -13%
CWM
275
Cornerstone Wealth Management
Missouri
$342K -$89.8K -1,874 -21%
9 10
11
12 13