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
RWB
351
RMR Wealth Builders
New Jersey
$242K – – –
TAM
352
Titleist Asset Management
Texas
$237K +$8.3K +166 +4%
TWM
353
Trueblood Wealth Management
Ohio
$236K -$24.2K -485 -9%
PWS
354
Proactive Wealth Strategies
Georgia
$234K +$2.35K +47 +1%
DWP
355
Daymark Wealth Partners
Ohio
$234K -$16.4K -328 -7%
GCA
356
Genesee Capital Advisors
New York
$234K +$2.05K +41 +0.9%
HIW
357
Holos Integrated Wealth
Pennsylvania
$224K – – –
DWT
358
Dorsey & Whitney Trust
South Dakota
$223K +$3.8K +76 +2%
MWM
359
Mosley Wealth Management
California
$222K +$222K +4,443 New
VDC
360
Van Diest Capital
Iowa
$222K +$222K +4,432 New
GWSG
361
GPS Wealth Strategies Group
Colorado
$217K -$754K -15,074 -78%
ZIM
362
Zacks Investment Management
Illinois
$215K +$215K +4,298 New
TW
363
Tempo Wealth
Ohio
$214K +$214K +4,278 New
EPW
364
Evolve Private Wealth
California
$213K +$213K +4,260 New
HHCP
365
Hilton Head Capital Partners
South Carolina
$213K +$213K +4,255 New
AF
366
Advisornet Financial
Minnesota
$213K -$11.2K -224 -5%
MI
367
Moneywise Inc
Virginia
$212K -$5.7K -114 -3%
US Bancorp
368
US Bancorp
Minnesota
$212K -$49.8K -997 -19%
AAS
369
Asset Allocation Strategies
Michigan
$211K +$211K +4,216 New
SB
370
Strategic Blueprint
Georgia
$209K +$300 +6 +0.1%
KWM
371
Kaydan Wealth Management
Michigan
$206K – – –
Betterment LLC
372
Betterment LLC
New York
$205K +$205K +4,103 New
MWM
373
Maripau Wealth Management
Indiana
$204K -$31.9K -639 -14%
CFS
374
Commonwealth Financial Services
West Virginia
$202K +$202K +4,049 New
PB
375
Pinnacle Bancorp
Nebraska
$187K +$22.5K +450 +14%