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
IIL
251
Insight Inv LLC
California
$490K +$131K +2,725 +36%
MW
252
Maia Wealth
Colorado
$482K +$476K +9,918 New
HA
253
Herold Advisors
New York
$480K -$1.25K -26 -0.3%
CFD
254
Creative Financial Designs
Indiana
$466K +$42.8K +892 +10%
CCM
255
Chiron Capital Management
Florida
$459K +$134K +2,786 +41%
SWP
256
Summit Wealth Partners
Florida
$456K -$26.3K -548 -5%
CWP
257
Core Wealth Partners
California
$440K +$41.2K +858 +10%
SW
258
Simplicity Wealth
New Jersey
$440K +$439K +9,156 New
PFA
259
Pinnacle Family Advisors
Missouri
$438K +$84.9K +1,769 +24%
CMS
260
Capital Market Strategies
Florida
$434K -$162K -3,366 -27%
TWM
261
Tanager Wealth Management
United Kingdom
$427K – – –
CA
262
Claro Advisors
Massachusetts
$416K -$13.8K -288 -3%
CWA
263
Clarus Wealth Advisors
Arizona
$411K -$42.5K -885 -9%
FLI
264
Family Legacy Inc
South Carolina
$411K – – –
LFAS
265
Level Four Advisory Services
Texas
$407K -$197K -4,112 -33%
CIAS
266
Capital Investment Advisory Services
North Carolina
$400K -$65.8K -1,371 -14%
NB
267
NBT Bank
New York
$395K -$27.9K -581 -7%
P
268
&Partners
Tennessee
$393K -$4.66K -97 -1%
CCG
269
Capital CS Group
California
$391K +$4.75K +99 +1%
EFL
270
ERn Financial LLC
Wisconsin
$380K -$13.6M -282,336 -97%
CAM
271
Cresset Asset Management
Illinois
$374K – – –
SEP
272
Southland Equity Partners
Missouri
$368K -$17K -355 -4%
TSWM
273
Tyler-Stone Wealth Management
Ohio
$367K +$54.1K +1,128 +17%
DAS
274
Diversify Advisory Services
Utah
$365K -$50.3K -1,047 -12%
KCFA
275
Key Client Fiduciary Advisors
New Jersey
$364K – – –
9 10
11
12 13