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
CCFM
101
Clear Creek Financial Management
Washington
$5.05M +$5.06M +98,177 New
SFS
102
Sowell Financial Services
Arkansas
$4.93M +$357K +6,924 +8%
DADC
103
D.A. Davidson & Co
Montana
$4.88M +$393K +7,615 +9%
SF
104
Synovus Financial
Georgia
$4.88M +$480K +9,313 +11%
CSM
105
CAMG Solamere Management
North Carolina
$4.87M -$530K -10,277 -10%
PFS
106
Prospera Financial Services
Texas
$4.81M +$4.24M +82,305 +737%
SI
107
Stephens Inc
Arkansas
$4.79M -$1.06M -20,615 -18%
EIA
108
Eldridge Investment Advisors
New Hampshire
$4.76M +$1.6M +31,066 +51%
CWM
109
Concentrum Wealth Management
California
$4.6M +$2.94M +56,964 +176%
SWM
110
Stockman Wealth Management
Montana
$4.56M +$4.57M +88,554 New
WWMSC
111
Wagner Wealth Management (South Carolina)
South Carolina
$4.51M +$4.52M +87,673 New
CWA
112
Centennial Wealth Advisory
Michigan
$4.5M +$4.51M +87,407 New
CM
113
Columbus Macro
Pennsylvania
$4.44M -$202K -3,920 -4%
LA
114
LexAurum Advisors
Kansas
$4.34M +$366K +7,091 +9%
CWM
115
Cranbrook Wealth Management
Michigan
$4.33M +$28.2K +546 +0.7%
TCA
116
Transcend Capital Advisors
New Jersey
$4.29M +$4.3M +83,435 New
WWM
117
Western Wealth Management
Colorado
$4.22M +$1.56M +30,226 +58%
TLFA
118
True Link Financial Advisors
California
$4.21M +$4.22M +81,866 New
MAG
119
MRA Advisory Group
New Jersey
$4.02M +$4.03M +78,100 New
BWM
120
BerganKDV Wealth Management
Minnesota
$4M +$148K +2,867 +4%
CGH
121
Crossmark Global Holdings
Texas
$3.96M
WS
122
Wedbush Securities
California
$3.86M +$1.02M +19,744 +36%
LWAC
123
Laurel Wealth Advisors (California)
California
$3.82M +$127K +2,470 +3%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$3.75M -$762K -14,777 -17%
LCWP
125
Legacy Capital Wealth Partners
Arkansas
$3.67M +$3.67M +71,212 New