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
TWM
201
TCFG Wealth Management
California
$1.17M +$104K +2,103 +10%
TNBTD
202
Trustmark National Bank Trust Department
Mississippi
$1.16M +$286K +5,778 +33%
PSFG
203
Park Square Financial Group
Georgia
$1.11M -$831K -16,795 -43%
HA
204
Helium Advisors
Washington
$1.09M +$11.1K +225 +1%
KWS
205
Keystone Wealth Services
California
$1.09M -$2.5M -50,529 -70%
TFG
206
Team Financial Group
California
$1.08M +$60.3K +1,219 +6%
FMTC
207
Farmers & Merchants Trust Company
California
$1M +$106K +2,141 +12%
GWSG
208
GPS Wealth Strategies Group
Colorado
$966K -$20.5K -415 -2%
PTC
209
Private Trust Company
Ohio
$924K +$3.71K +75 +0.4%
CAP
210
Columbia Advisory Partners
Washington
$914K -$370K -7,466 -29%
GWP
211
Gateway Wealth Partners
Wisconsin
$909K -$59.1K -1,194 -6%
AC
212
Avestar Capital
New York
$890K -$8.46K -171 -0.9%
MQWP
213
Morey & Quinn Wealth Partners
Nebraska
$888K +$50.3K +1,016 +6%
TW
214
Towerpoint Wealth
California
$885K +$9.5K +192 +1%
FA
215
Faithward Advisors
Pennsylvania
$884K -$498K -10,065 -36%
GIA
216
Gladstone Institutional Advisory
Florida
$884K -$58.1K -1,173 -6%
GM
217
GeoWealth Management
Illinois
$882K +$127K +2,569 +17%
CW
218
CreativeOne Wealth
Kansas
$880K +$275K +5,554 +46%
AWA
219
Acorn Wealth Advisors
Michigan
$878K +$424K +8,576 +95%
UCFA
220
United Capital Financial Advisors
Texas
$874K -$215K -4,340 -20%
AFP
221
Ausdal Financial Partners
Iowa
$871K +$548K +11,078 +173%
AWA
222
Arkadios Wealth Advisors
Georgia
$862K +$165K +3,328 +24%
HW
223
Hamilton Wealth
California
$855K -$1.91M -38,616 -69%
NWMG
224
National Wealth Management Group
Ohio
$852K +$342K +6,914 +68%
EHAM
225
Eagle Harbor Asset Management
Washington
$846K +$20.7K +419 +3%
7 8
9
10 11