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
TCM
101
Triumph Capital Management
Colorado
$6.73M -$256K -5,123 -4%
VPW
102
Vaquero Private Wealth
Texas
$6.64M +$6.66M +133,458 New
SF
103
Summit Financial
New Jersey
$6.58M +$654K +13,103 +11%
RA
104
RiverTree Advisors
Florida
$6.46M -$507K -10,161 -7%
IAA
105
Independent Advisor Alliance
North Carolina
$6.37M -$12.3M -246,771 -66%
KFS
106
Kirkwood Financial Services
Texas
$6.34M +$570K +11,431 +10%
HBT
107
Heartland Bank & Trust
Illinois
$6.3M +$650K +13,028 +11%
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$6.24M -$620K -12,422 -9%
IP
109
Indivisible Partners
Florida
$5.88M +$5.89M +118,154 New
JP Morgan Chase
110
JP Morgan Chase
New York
$5.73M +$1.09M +21,888 +24%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$5.6M -$956K -19,178 -15%
OC
112
Oppenheimer & Co
New York
$5.44M -$1.64M -32,870 -23%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$5.39M +$380K +7,623 +8%
EH
114
Equitable Holdings
New York
$5.23M -$581K -11,648 -10%
WAG
115
Wilkerson Advisory Group
Missouri
$4.95M +$220K +4,408 +5%
SWP
116
Stratos Wealth Partners
Ohio
$4.88M -$203K -4,075 -4%
EWA
117
EverSource Wealth Advisors
Alabama
$4.86M +$467K +9,367 +11%
JJBC
118
James J. Burns & Company
New York
$4.76M +$92.1K +1,846 +2%
AWM
119
Avior Wealth Management
Nebraska
$4.73M -$1.48M -29,661 -24%
WS
120
Wedbush Securities
California
$4.71M -$39.2K -785 -0.8%
FF
121
Friedenthal Financial
New Jersey
$4.44M +$252K +5,047 +6%
CFM
122
Compass Financial Management
Florida
$4.4M +$4.41M +88,335 New
MIFH
123
Migdal Insurance & Financial Holdings
Israel
$4.37M +$341K +6,842 +8%
FFAS
124
FIG Financial Advisory Services
Oklahoma
$4.32M +$4.33M +86,743 New
BBA
125
Braun-Bostich & Associates
Pennsylvania
$4.32M +$491K +9,843 +13%