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
SAM
251
Smithbridge Asset Management
Pennsylvania
$627K +$623K +12,589 New
OCFG
252
O'Connor Financial Group
Illinois
$623K +$6.98K +141 +1%
BPA
253
Beacon Pointe Advisors
California
$597K +$36.3K +734 +7%
PA
254
PFG Advisors
Arizona
$594K -$84K -1,697 -12%
SW
255
Simplicity Wealth
New Jersey
$593K -$615K -12,426 -51%
NS
256
NBC Securities
Alabama
$583K -$213K -4,299 -27%
SWP
257
Summit Wealth Partners
Florida
$569K +$69K +1,394 +14%
PFA
258
Pinnacle Family Advisors
Missouri
$566K +$51.7K +1,044 +10%
MCM
259
MAI Capital Management
Ohio
$553K +$115K +2,320 +26%
AG
260
Ascent Group
Virginia
$545K +$542K +10,946 New
BAS
261
Brueske Advisory Services
Washington
$544K -$124K -2,500 -19%
CCG
262
Capital CS Group
California
$517K +$66.6K +1,345 +15%
DAS
263
Dynamic Advisor Solutions
Arizona
$514K -$69.7K -1,408 -12%
MWM
264
Meridian Wealth Management
Kentucky
$513K +$176K +3,563 +53%
Ameriprise
265
Ameriprise
Minnesota
$511K -$16.8K -340 -3%
SIM
266
SSI Investment Management
California
$502K – – –
Creative Planning
267
Creative Planning
Kansas
$491K -$177K -3,568 -27%
ACMA
268
Arbor Capital Management (Alaska)
Alaska
$488K +$47.3K +956 +11%
WE
269
Wealth Effects
Massachusetts
$468K -$25.1K -508 -5%
CWA
270
Crux Wealth Advisors
California
$452K +$20.8K +421 +5%
QCM
271
Quantinno Capital Management
New York
$447K – – –
WIA
272
World Investment Advisors
California
$434K +$134K +2,707 +45%
LFA
273
Laraway Financial Advisors
Minnesota
$433K -$19.6K -396 -4%
WCM
274
Winebrenner Capital Management
Kentucky
$432K +$19K +384 +5%
BWA
275
BlueChip Wealth Advisors
Georgia
$426K -$1.06M -21,387 -71%