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
PPW
276
Pinnacle Private Wealth
Massachusetts
$359K +$43.9K +903 +14%
FHA
277
Flagship Harbor Advisors
Massachusetts
$357K +$12.5K +258 +4%
MWM
278
Maripau Wealth Management
Indiana
$356K -$74.6K -1,535 -17%
JAWM
279
J. Arnold Wealth Management
Ohio
$352K -$339K -6,977 -49%
AOG
280
Alpha Omega Group
Virginia
$350K -$3.06K -63 -0.9%
ACMA
281
Arbor Capital Management (Alaska)
Alaska
$347K -$1.12K -23 -0.3%
SWAG
282
Spectrum Wealth Advisory Group
California
$346K -$39.8K -820 -10%
PSF
283
Pacific Sun Financial
California
$345K – – –
NWMG
284
National Wealth Management Group
Ohio
$340K -$151K -3,098 -31%
HIS
285
Harvest Investment Services
Illinois
$335K -$12.5K -257 -4%
KIG
286
Kowal Investment Group
Wisconsin
$335K +$43.4K +894 +15%
SFS
287
Security Financial Services
Indiana
$331K -$6.75K -139 -2%
TCA
288
Transcend Capital Advisors
New Jersey
$323K +$5.68K +117 +2%
WMA
289
Wealth Management Associates
New Jersey
$323K -$16.8K -346 -5%
OIA
290
Optimum Investment Advisors
Illinois
$319K +$80.1K +1,648 +33%
CA
291
Continuum Advisory
Idaho
$316K +$107K +2,203 +51%
WMA
292
West Michigan Advisors
Michigan
$312K +$293K +6,037 +1,448%
CP
293
Camelot Portfolios
Ohio
$309K +$311K +6,406 New
SMC
294
Smith, Moore & Co
Missouri
$302K -$93.5K -1,925 -24%
GCA
295
Genesee Capital Advisors
New York
$297K +$1.26K +26 +0.4%
CBFP
296
Cedar Brook Financial Partners
Ohio
$294K -$6.95K -143 -2%
ODFS
297
O'Donnell Financial Services
California
$289K – – –
PWP
298
Principle Wealth Partners
Connecticut
$288K -$29.2K -602 -9%
PIA
299
Pinion Investment Advisors
Kansas
$285K -$1.6K -33 -0.6%
IAP
300
Indie Asset Partners
Indiana
$283K – – –
10 11
12
13 14