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
$690M +$13.9M +291,343 +2%
LPL Financial
2
LPL Financial
California
$288M +$20.2M +421,934 +8%
Wells Fargo
3
Wells Fargo
California
$204M -$4.23M -88,367 -2%
UBS Group
4
UBS Group
Switzerland
$180M +$13.3M +278,470 +8%
M1FG
5
Mach-1 Financial Group
Arkansas
$149M +$281K +5,865 +17%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$125M +$21.8M +456,269 +21%
Bank of America
7
Bank of America
North Carolina
$90.9M -$11.5M -239,427 -11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$85.7M -$19.1M -398,924 -18%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$85.6M +$9.47M +197,733 +12%
RJA
10
Raymond James & Associates
Florida
$79.1M -$9.56M -199,672 -11%
First Trust Advisors
11
First Trust Advisors
Illinois
$77.1M -$13.9M -290,330 -15%
Osaic Holdings
12
Osaic Holdings
Arizona
$65.3M -$1.3M -27,157 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$63.8M +$536K +11,202 +0.8%
Stifel Financial
14
Stifel Financial
Missouri
$54.2M +$565K +11,808 +1%
Truist Financial
15
Truist Financial
North Carolina
$40.7M -$5.22M -109,146 -11%
SI
16
Stephens Inc
Arkansas
$38.5M +$24.4M +510,529 +174%
CAN
17
Cetera Advisor Networks
California
$33.2M -$1.45M -30,284 -4%
UCFA
18
United Capital Financial Advisors
Texas
$28.6M -$12.5M -260,553 -30%
AWM
19
AE Wealth Management
Kansas
$27.7M -$10.4M -216,896 -27%
AFA
20
American Financial Advisors
Georgia
$26.5M +$9.34K +195 +0%
BFG
21
Berger Financial Group
Minnesota
$25.4M +$832K +17,370 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$23.8M +$3.07M +64,223 +15%
AAP
23
Arax Advisory Partners
Colorado
$22.8M +$491K +10,263 +2%
SFS
24
Searcy Financial Services
Kansas
$22.1M +$207K +4,334 +0.9%
FEG
25
Financial Enhancement Group
Indiana
$21.3M +$6.46M +134,921 +44%