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
Cerity Partners
51
Cerity Partners
New York
$10.3M +$3.81M +80,405 +60%
PA
52
Prism Advisors
California
$10.3M -$1.52M -32,055 -13%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$10.1M -$6.38M -134,608 -39%
KWM
54
Kingsview Wealth Management
Oregon
$9.77M +$2.65M +55,880 +38%
AAS
55
Avantax Advisory Services
Texas
$9.73M +$1.11M +23,477 +13%
EE
56
EWG Elevate
California
$9.6M +$165K +3,479 +2%
AAS
57
Ameritas Advisory Services
Nebraska
$9.59M -$1.87M -39,450 -17%
MML Investors Services
58
MML Investors Services
Massachusetts
$9.51M +$386K +8,137 +4%
HI
59
Harbour Investments
Wisconsin
$9.47M +$1.51M +31,926 +19%
PFS
60
Prospera Financial Services
Texas
$9.05M +$4.95M +104,359 +126%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$8.81M +$828K +17,467 +11%
TGAM
62
TBH Global Asset Management
Tennessee
$8.65M -$2.11M -44,426 -20%
MMA
63
Miracle Mile Advisors
California
$7.85M -$210K -4,440 -3%
Comerica Bank
64
Comerica Bank
Texas
$7.75M +$36.2K +763 +0.5%
APWM
65
Atlas Private Wealth Management
New York
$7.64M +$57.1K +1,205 +0.8%
SWP
66
Stratos Wealth Partners
Ohio
$7.48M +$1.4M +29,562 +24%
PP
67
PFS Partners
New Jersey
$7.37M +$148K +3,120 +2%
FAIM
68
Financial Advocates Investment Management
Washington
$7.1M +$1.98M +41,860 +40%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$6.82M +$2.62M +55,243 +64%
LA
70
LexAurum Advisors
Kansas
$6.82M -$126K -2,662 -2%
SIM
71
SSI Investment Management
California
$6.73M -$45.6K -961 -0.7%
EC
72
EdgeRock Capital
Colorado
$6.56M +$6.44M +135,765 New
NA
73
NewEdge Advisors
Louisiana
$6.52M +$477K +10,068 +8%
NP
74
Nilsine Partners
Colorado
$6.18M -$848K -17,893 -12%
AWS
75
Atria Wealth Solutions
New York
$6.08M -$62K -1,308 -1%