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
TA
351
TFB Advisors
Kansas
$284K -$19.7K -395 -6%
SAM
352
Smartleaf Asset Management
Massachusetts
$284K – – –
NG
353
Novem Group
New York
$276K +$23.4K +470 +9%
BSG
354
Black Swift Group
Colorado
$275K +$275K +5,520 New
HIW
355
Holos Integrated Wealth
Pennsylvania
$274K – – –
RGF
356
Retirement Guys Formula
Ohio
$273K -$100 -2 -0%
BWP
357
Balboa Wealth Partners
Arizona
$271K +$6.23K +125 +2%
CCG
358
Cypress Capital Group
Florida
$265K +$748 +15 +0.3%
AA
359
Ancora Advisors
Ohio
$263K – – –
Betterment LLC
360
Betterment LLC
New York
$263K +$51.6K +1,035 +24%
AIC
361
Archer Investment Corporation
Indiana
$261K -$36K -722 -12%
SIS
362
Sound Income Strategies
Florida
$250K +$12.7K +254 +5%
SAM
363
Smithbridge Asset Management
Pennsylvania
$249K -$30.7K -615 -11%
T
364
Tidemark
California
$247K +$299 +6 +0.1%
KIM
365
Kestra Investment Management
Texas
$245K +$245K +4,919 New
ACM
366
Alessandra Capital Management
California
$244K – – –
TPW
367
Talon Private Wealth
Florida
$244K +$30.8K +618 +14%
WC
368
Waterloo Capital
Texas
$244K -$249 -5 -0.1%
TWM
369
Trueblood Wealth Management
Ohio
$237K +$898 +18 +0.4%
RWB
370
RMR Wealth Builders
New Jersey
$235K -$1.15K -23 -0.5%
TA
371
TrueWealth Advisors
Alabama
$234K +$6.53K +131 +3%
ZIM
372
Zacks Investment Management
Illinois
$234K +$19.9K +400 +9%
MWA
373
Merkkuri Wealth Advisors
New York
$232K -$55K -1,102 -19%
SAW
374
Signal Advisors Wealth
Michigan
$229K -$57.6K -1,154 -20%
GCA
375
Genesee Capital Advisors
New York
$227K -$7.93K -159 -3%