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
Morgan Stanley
1
Morgan Stanley
New York
$751M -$44.2M -909,012 -6%
LPL Financial
2
LPL Financial
California
$262M +$16.5M +339,609 +7%
Wells Fargo
3
Wells Fargo
California
$254M -$12.9M -266,236 -5%
UBS Group
4
UBS Group
Switzerland
$161M -$3.47M -71,333 -2%
Bank of America
5
Bank of America
North Carolina
$145M -$9.65M -198,539 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$123M -$10.9M -223,547 -8%
First Trust Advisors
7
First Trust Advisors
Illinois
$105M -$27.5M -566,266 -21%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$93.3M +$23M +474,059 +33%
RJA
9
Raymond James & Associates
Florida
$92.7M -$15.8M -325,062 -14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$90.2M -$6.2M -127,705 -6%
UCFA
11
United Capital Financial Advisors
Texas
$71M -$6.99M -143,861 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$69.8M +$1.62M +33,269 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$61.4M +$162K +3,325 +0.3%
Stifel Financial
14
Stifel Financial
Missouri
$52.4M -$4M -82,427 -7%
Truist Financial
15
Truist Financial
North Carolina
$50.4M +$11.9M +244,731 +31%
Jane Street
16
Jane Street
New York
$40.3M +$23.3M +479,838 +135%
HighTower Advisors
17
HighTower Advisors
Illinois
$38M -$182K -3,752 -0.5%
AWM
18
AE Wealth Management
Kansas
$36.5M +$4.99M +102,696 +16%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$32.5M -$3.24M -66,610 -9%
William Blair & Company
20
William Blair & Company
Illinois
$31.5M -$11.1M -229,320 -26%
CSIC
21
Clifford Swan Investment Counsel
California
$26.1M -$1.56M -32,185 -6%
SFI
22
SPC Financial Inc
Maryland
$25.5M +$25.6M +527,200 New
CAN
23
Cetera Advisor Networks
California
$24.9M +$8.43M +173,556 +51%
SI
24
Stephens Inc
Arkansas
$22M +$490K +10,093 +2%
SFS
25
Searcy Financial Services
Kansas
$20.8M +$21M +431,598 New