We are live on ! Find out more
LMBS icon

First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
126
Cornerstone Financial Management
Massachusetts
$3.82M +$3.82M +76,355 New
BBA
127
Braun-Bostich & Associates
Pennsylvania
$3.71M +$46.1K +923 +1%
EH
128
Equitable Holdings
New York
$3.69M +$544K +10,882 +17%
CA
129
Continuum Advisory
Idaho
$3.67M -$48.5K -971 -1%
SPIA
130
Steward Partners Investment Advisory
New York
$3.6M -$7.84M -156,800 -69%
CF
131
Claris Financial
Virginia
$3.47M +$2.84M +56,783 +449%
EW
132
Entruity Wealth
California
$3.45M -$3.23M -64,621 -48%
SPC
133
Sigma Planning Corp
Michigan
$3.4M +$655K +13,097 +24%
AAP
134
Arax Advisory Partners
Colorado
$3.38M +$3.38M +67,643 New
FPWM
135
FSB Premier Wealth Management
Iowa
$3.36M -$66.8K -1,336 -2%
NPAN
136
Northeast Planning Associates NH
New Hampshire
$3.36M +$396K +7,930 +13%
SWTS
137
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.36M +$29.2K +585 +0.9%
CFFP
138
Center for Financial Planning
Michigan
$3.3M -$154K -3,075 -4%
BFA
139
Beacon Financial Advisory
Ohio
$3.25M +$429K +8,586 +15%
DWMS
140
Dominguez Wealth Management Solutions
Virginia
$3.24M +$1.4K +28 +0%
TGAM
141
TBH Global Asset Management
Tennessee
$3.15M +$365K +7,296 +13%
NWMG
142
National Wealth Management Group
Ohio
$3.12M +$2.26M +45,202 +264%
AMG
143
APS Management Group
California
$2.8M +$106K +2,121 +4%
DWP
144
Destiny Wealth Partners
Florida
$2.78M -$189K -3,774 -6%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$2.76M +$28K +560 +1%
CHC
146
City Holding Co
West Virginia
$2.74M +$29.1K +582 +1%
CCM
147
Condor Capital Management
New Jersey
$2.61M +$68K +1,361 +3%
AFM
148
Abbot Financial Management
Massachusetts
$2.6M +$631K +12,624 +32%
OMC
149
Old Mission Capital
Illinois
$2.56M +$2.56M +51,136 New
RA
150
RFG Advisory
Alabama
$2.54M +$997K +19,943 +65%
4 5
6
7 8