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
HIS
26
Harvest Investment Services
Illinois
$22.7M +$362K +7,413 +2%
HI
27
Harbour Investments
Wisconsin
$22.4M +$6.04M +123,651 +37%
BCM
28
Brookstone Capital Management
Illinois
$21.5M -$1.34M -27,467 -6%
HCA
29
Heck Capital Advisors
Wisconsin
$21.4M +$1.42M +28,990 +7%
GWM
30
Geneos Wealth Management
Colorado
$21M +$14.8M +302,192 +241%
IWA
31
Inspirion Wealth Advisors
Illinois
$20.3M -$90K -1,843 -0.4%
Cerity Partners
32
Cerity Partners
New York
$19.9M +$534K +10,938 +3%
SFS
33
Searcy Financial Services
Kansas
$19.2M +$474K +9,704 +3%
SI
34
Stephens Inc
Arkansas
$18.3M -$1.34M -27,504 -7%
AWA
35
Aaron Wealth Advisors
Illinois
$17.3M +$4.84M +99,146 +39%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$17M +$657K +13,455 +4%
AFA
37
American Financial Advisors
Georgia
$16.9M -$151K -3,081 -0.9%
Renaissance Technologies
38
Renaissance Technologies
New York
$15.9M +$4.71M +96,500 +42%
TCM
39
TD Capital Management
Tennessee
$15.4M -$28.4K -582 -0.2%
IWC
40
Integrated Wealth Concepts
Massachusetts
$15.3M +$2.02M +41,383 +15%
AP
41
Atwood & Palmer
Missouri
$15.2M +$1.97M +40,299 +15%
CSIC
42
Clifford Swan Investment Counsel
California
$15.2M -$378K -7,735 -2%
KPWS
43
Kestra Private Wealth Services
Texas
$15.1M +$390K +7,973 +3%
FPW
44
Fairvoy Private Wealth
Alabama
$15.1M +$3.16M +64,744 +27%
AAS
45
Avantax Advisory Services
Texas
$14.9M -$44.3K -907 -0.3%
TPW
46
TL Private Wealth
Texas
$14.8M +$59.1K +1,210 +0.4%
OWP
47
Obermeyer Wealth Partners
Colorado
$14.7M +$1.07M +21,965 +8%
PBF
48
Petix & Botte Financial
California
$14.5M -$2.5M -51,217 -15%
NA
49
NewEdge Advisors
Louisiana
$14.2M +$1.03M +21,047 +8%
PA
50
Prism Advisors
California
$14M -$34.1K -697 -0.2%