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
IWA
26
Inspirion Wealth Advisors
Illinois
$20.1M -$515K -10,537 -2%
HCA
27
Heck Capital Advisors
Wisconsin
$19.8M +$529K +10,824 +3%
SI
28
Stephens Inc
Arkansas
$19.4M -$2.02M -41,364 -9%
Cerity Partners
29
Cerity Partners
New York
$19.2M +$524K +10,718 +3%
SFS
30
Searcy Financial Services
Kansas
$18.5M +$1.08M +22,080 +6%
HighTower Advisors
31
HighTower Advisors
Illinois
$17.8M +$813K +16,645 +5%
IAA
32
Independent Advisor Alliance
North Carolina
$17.8M +$10.7M +219,767 +151%
AFA
33
American Financial Advisors
Georgia
$16.9M -$308K -6,297 -2%
PBF
34
Petix & Botte Financial
California
$16.9M -$5.47M -111,930 -24%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$16.2M +$10.9M +222,923 +204%
HI
36
Harbour Investments
Wisconsin
$16.1M +$658K +13,475 +4%
CCM
37
Condor Capital Management
New Jersey
$15.8M +$586K +11,995 +4%
CSIC
38
Clifford Swan Investment Counsel
California
$15.4M -$348K -7,128 -2%
TCM
39
TD Capital Management
Tennessee
$15.2M -$2.41M -49,244 -14%
AAS
40
Avantax Advisory Services
Texas
$14.8M +$2.56M +52,505 +21%
LCAM
41
London & Capital Asset Management
United Kingdom
$14.7M +$14.8M +303,024 New
TPW
42
TL Private Wealth
Texas
$14.6M -$208K -4,248 -1%
KPWS
43
Kestra Private Wealth Services
Texas
$14.6M +$1.36M +27,798 +10%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$14.6M +$2.16M +44,167 +17%
PA
45
Prism Advisors
California
$13.9M +$276K +5,655 +2%
CCFM
46
Clear Creek Financial Management
Washington
$13.5M +$1.42M +29,060 +12%
OWP
47
Obermeyer Wealth Partners
Colorado
$13.5M -$116K -2,384 -0.9%
AI
48
Atria Investments
North Carolina
$13.1M +$11.7M +240,106 +802%
AP
49
Atwood & Palmer
Missouri
$13.1M +$2.02M +41,391 +18%
IWC
50
Integrated Wealth Concepts
Massachusetts
$13.1M +$677K +13,864 +5%