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
WE
276
Wealth Effects
Massachusetts
$488K – – –
1W
277
1776 Wealth
Georgia
$481K -$90.6K -1,850 -16%
LFA
278
Laraway Financial Advisors
Minnesota
$448K -$27.2K -556 -6%
AWA
279
Acorn Wealth Advisors
Michigan
$446K -$19.7K -403 -4%
CCG
280
Capital CS Group
California
$446K -$22.8K -465 -5%
QCM
281
Quantinno Capital Management
New York
$442K +$4.95K +101 +1%
ACMA
282
Arbor Capital Management (Alaska)
Alaska
$434K -$7K -143 -2%
MOS
283
MGO One Seven
Ohio
$433K +$539 +11 +0.1%
MCM
284
MAI Capital Management
Ohio
$433K -$3.13M -64,002 -88%
MWA
285
Merkkuri Wealth Advisors
New York
$432K -$11K -225 -3%
TL
286
Tradewinds LLC
North Carolina
$432K +$429K +8,762 New
CWA
287
Crux Wealth Advisors
California
$427K +$34.2K +699 +9%
GFG
288
Goldstone Financial Group
Illinois
$422K +$148K +3,032 +55%
MSAM
289
Moloney Securities Asset Management
Missouri
$420K +$23.9K +488 +6%
FLI
290
Family Legacy Inc
South Carolina
$419K – – –
WANY
291
Wealthspire Advisors (New York)
New York
$409K -$15.7K -320 -4%
WCM
292
Winebrenner Capital Management
Kentucky
$408K -$13.8K -282 -3%
SIG
293
Sargent Investment Group
Maryland
$407K -$10.3K -210 -2%
SWM
294
Stockman Wealth Management
Montana
$394K – – –
PTP
295
Platform Technology Partners
New York
$386K – – –
CA
296
Calton & Associates
Florida
$375K +$372K +7,604 New
CCM
297
Chiron Capital Management
Florida
$372K – – –
CA
298
Claro Advisors
Massachusetts
$365K -$31K -634 -8%
FFN
299
Focus Financial Network
Minnesota
$364K -$140K -2,860 -28%
NB
300
NBT Bank
New York
$360K -$11.6K -237 -3%
10 11
12
13 14