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STOCK TICKER:
First Trust Low Duration Mortgage Opportunities ETF   (ticker: LMBS)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
Trinity Legacy Partners LLC 4,544 0 New Buy 2020-03-31
LifePlan Financial Group, Inc 763 763 No Change 2020-03-31
Archer Investment Corp 350 350 No Change 2020-03-31
Salomon & Ludwin, LLC 183 0 New Buy 2020-03-31
Advocacy Wealth Management Services, LLC 174 4,766 96% 2020-03-31
MORGAN STANLEY 10,712,256 8,891,340 20% 2019-12-31
WELLS FARGO & CO/MN 5,148,321 4,669,760 10% 2019-12-31
BANK OF AMERICA CORP /DE/ 4,496,306 3,947,131 14% 2019-12-31
UBS Group AG 0 3,414,325 Sold Out 2019-12-31
LPL Financial CORP 2,303,370 2,045,514 13% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 1,221,331 1,151,354 6% 2019-12-31
RAYMOND JAMES & ASSOCIATES 1,114,728 1,045,864 7% 2019-12-31
ROYAL BANK OF CANADA 901,667 0 New Buy 2019-12-31
Raymond James Financial Services Advisors, Inc. 855,952 800,528 7% 2019-12-31
ENVESTNET ASSET MANAGEMENT INC 850,621 830,926 2% 2019-12-31
FIRST TRUST ADVISORS LP 841,618 484,274 74% 2019-12-31
HBK Sorce Advisory LLC 832,795 707,386 18% 2019-12-31
Miracle Mile Advisors, LLC 545,760 529,983 3% 2019-12-31
Astor Investment Management LLC 509,691 550,351 7% 2019-12-31
American Financial Advisors, LLC 496,001 556,810 11% 2019-12-31
Integrys Wealth Advisors LLC 488,691 4,620 10,478% 2019-12-31
STIFEL FINANCIAL CORP 584 5,000 88% 2019-12-31
Richard Bernstein Advisors LLC 453,182 453,182 No Change 2019-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 418,743 354,458 18% 2019-12-31
BB&T CORP 379,855 0 New Buy 2019-12-31
3D ASSET MANAGEMENT INC 372,641 387,022 4% 2019-12-31
Advisor Group, Inc. 365,683 295,063 24% 2019-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 343,342 332,683 3% 2019-12-31
TD Capital Management LLC 340,138 516,874 34% 2019-12-31
AE Wealth Management LLC 339,259 193,765 75% 2019-12-31
Global Financial Private Capital, LLC 327,909 345,752 5% 2019-12-31
Sawtooth Asset Management, Inc. 319,735 202,109 58% 2019-12-31
Flaharty Asset Management, LLC 305,514 300,247 2% 2019-12-31
IFP Advisors, Inc 283,049 329,470 14% 2019-12-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 251,537 169,956 48% 2019-12-31
Steward Partners Investment Advisory, LLC 205,532 204,035 1% 2019-12-31
Private Advisor Group, LLC 204,298 134,218 52% 2019-12-31
MML INVESTORS SERVICES, LLC 202,879 216,983 7% 2019-12-31
Coconut Grove Bank 199,578 198,373 1% 2019-12-31
Renaissance Technologies(Jim Simons) 192,300 176,614 9% 2019-12-31
Independent Advisor Alliance 191,392 0 New Buy 2019-12-31
Capital Financial Planning, LLC 186,419 159,933 17% 2019-12-31
CONDOR CAPITAL MANAGEMENT 184,522 186,323 1% 2019-12-31
Janney Montgomery Scott LLC 181,136 160,876 13% 2019-12-31
BEACON FINANCIAL GROUP 171,286 161,846 6% 2019-12-31
TL Private Wealth 170,530 0 New Buy 2019-12-31
Cypress Capital Group 168,423 122,620 37% 2019-12-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 162,256 0 New Buy 2019-12-31
Ascension Capital Advisors, Inc. 162,114 0 New Buy 2019-12-31
SSI INVESTMENT MANAGEMENT INC 160,717 139,741 15% 2019-12-31
J P MORGAN CHASE & CO 152,126 155,886 2% 2019-12-31
Migdal Insurance & Financial Holdings Ltd. 150,822 145,905 3% 2019-12-31
Personal Resources Investment & Strategic Management, Inc. 148,135 150,234 1% 2019-12-31
Clear Creek Financial Management, LLC 146,565 205,016 29% 2019-12-31
Laurel Wealth Advisors, Inc. 128,153 51,947 147% 2019-12-31
WEALTHSOURCE PARTNERS, LLC 117,796 149,804 21% 2019-12-31
Sowell Financial Services LLC 112,584 131,140 14% 2019-12-31
Stratos Wealth Partners, LTD. 111,455 365 30,436% 2019-12-31
CITIGROUP INC 110,462 102,911 7% 2019-12-31
Landsberg, Bennett, & Dubbaneh LLC 108,427 0 New Buy 2019-12-31
BELLEVUE ASSET MANAGEMENT, LLC 108,071 0 New Buy 2019-12-31
H D Vest Advisory Services 108,031 24,156 347% 2019-12-31
Barber Financial Group, Inc. 102,283 104,395 2% 2019-12-31
AMERITAS INVESTMENT CORP 100,418 27,425 266% 2019-12-31
HighTower Advisors, LLC 98,501 98,799 0% 2019-12-31
LINCOLN NATIONAL CORP 96,387 34,368 180% 2019-12-31
1 NORTH WEALTH SERVICES LLC 93,378 95,654 2% 2019-12-31
Prospera Financial Services 92,554 85,473 8% 2019-12-31
Csenge Advisory Group 89,361 88,560 1% 2019-12-31
US BANCORP DE 82,585 75,766 9% 2019-12-31
Financial Network 75,463 51,912 45% 2019-12-31
Karp Capital Management Corp 73,791 133,754 45% 2019-12-31
Cranbrook Wealth Management, LLC 73,547 63,872 15% 2019-12-31
First Allied Advisory Services, Inc. 70,411 64,988 8% 2019-12-31
SMITH CAPITAL MANAGEMENT INC /AR/ADV 66,371 16,640 299% 2019-12-31
First Heartland Consultants, Inc. 65,613 58,680 12% 2019-12-31
Camelot Portfolios, LLC 65,495 67,233 3% 2019-12-31
Eldridge Investment Advisors, Inc. 63,826 46,133 38% 2019-12-31
Goss Wealth Management LLC 63,366 81,294 22% 2019-12-31
RETIREMENT INCOME SOLUTIONS, INC 62,362 77,289 19% 2019-12-31
EPG Wealth Management LLC 61,923 0 New Buy 2019-12-31
BerganKDV Wealth Management, LLC 61,355 55,090 11% 2019-12-31
Bank of New York Mellon CORP 58,050 55,909 4% 2019-12-31
FIRST HAWAIIAN BANK 57,565 37,757 52% 2019-12-31
Mutual Advisors, LLC 56,520 16,055 252% 2019-12-31
GeoWealth Management, LLC 55,423 0 New Buy 2019-12-31
Atlanta Capital Group 54,307 57,739 6% 2019-12-31
Chicago Partners Investment Group LLC 52,634 49,830 6% 2019-12-31
Aviance Capital Partners, LLC 51,909 41,047 26% 2019-12-31
Ambassador Advisors, LLC 51,816 91,445 43% 2019-12-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 50,845 0 New Buy 2019-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 49,312 51,595 4% 2019-12-31
Eqis Capital Management, Inc. 48,200 52,652 8% 2019-12-31
Telos Capital Management, Inc. 47,909 45,631 5% 2019-12-31
Cambridge Advisors Inc. 46,861 6,694 600% 2019-12-31
Atlas Private Wealth Management 46,097 0 New Buy 2019-12-31
LexAurum Advisors, LLC 42,960 38,565 11% 2019-12-31
RFG Advisory Group, LLC 41,984 40,488 4% 2019-12-31
Petix & Botte Co 41,868 0 New Buy 2019-12-31
Claro Advisors LLC 41,595 21,921 90% 2019-12-31
Blue Zone Wealth Advisors, LLC 40,921 0 New Buy 2019-12-31
Strategic Wealth Advisors Group,Inc. 40,616 39,785 2% 2019-12-31
Pasadena Private Wealth, LLC 40,574 34,344 18% 2019-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 40,403 36,159 12% 2019-12-31
Capital Analysts, Inc. 39,392 36,321 8% 2019-12-31
MONEYWISE, INC. 39,051 0 New Buy 2019-12-31
Sargent Investment Group, LLC 38,510 28,465 35% 2019-12-31
Kovack Advisors, Inc. 38,161 6,732 467% 2019-12-31
Financial Advocates Investment Management 37,072 35,384 5% 2019-12-31
Stratos Wealth Advisors, LLC 37,038 32,389 14% 2019-12-31
Good Life Advisors, LLC 37,034 0 New Buy 2019-12-31
IFG Advisory, LLC 36,602 36,178 1% 2019-12-31
Arete Wealth Advisors, LLC 36,537 42,303 14% 2019-12-31
DFPG INVESTMENTS, INC. 36,424 25,494 43% 2019-12-31
Total Clarity Wealth Management, Inc. 33,241 0 New Buy 2019-12-31
TELEMUS CAPITAL, LLC 33,172 18,148 83% 2019-12-31
DAVIDSON D A & CO 32,738 31,321 5% 2019-12-31
Strategic Investment Advisors / MI 32,547 29,813 9% 2019-12-31
Cetera Investment Advisers 32,448 27,552 18% 2019-12-31
Merit Financial Group, LLC 31,562 25,466 24% 2019-12-31
Western Wealth Management, LLC 30,676 28,101 9% 2019-12-31
FURE FINANCIAL CORP 29,274 0 New Buy 2019-12-31
CENTAURUS FINANCIAL, INC. 28,192 27,452 3% 2019-12-31
STRINGER ASSET MANAGEMENT, LLC 27,703 30,210 8% 2019-12-31
Arden Trust Co 27,614 28,510 3% 2019-12-31
Patten Group, Inc. 26,854 22,056 22% 2019-12-31
Capital Investment Advisory Services, LLC 26,617 23,318 14% 2019-12-31
National Asset Management, Inc. 25,523 25,104 2% 2019-12-31
ATRIA INVESTMENTS LLC 25,498 27,042 6% 2019-12-31
Cornell Pochily Investment Advisors, Inc. 25,495 17,163 49% 2019-12-31
Adams Wealth Management 25,000 0 New Buy 2019-12-31
PROEQUITIES, INC. 24,808 18,213 36% 2019-12-31
M Holdings Securities, Inc. 24,678 26,975 9% 2019-12-31
Multi-Financial Securities Corp 24,467 19,982 22% 2019-12-31
IHT Wealth Management, LLC 24,281 28,545 15% 2019-12-31
NORTHWEST WEALTH MANAGEMENT, LLC 22,727 27,769 18% 2019-12-31
Aspire Private Capital, LLC 21,716 20,676 5% 2019-12-31
Ausdal Financial Partners, Inc. 20,996 10,651 97% 2019-12-31
Sigma Planning Corp 20,209 15,436 31% 2019-12-31
WEDBUSH MORGAN SECURITIES INC 20,176 14,376 40% 2019-12-31
OLD MISSION CAPITAL LLC 19,980 18,855 6% 2019-12-31
DAVENPORT & CO LLC 19,522 19,447 0% 2019-12-31
Capital Investment Advisors, LLC 19,433 17,432 11% 2019-12-31
SUNRISE PARTNERS LLC /CT 19,204 24,022 20% 2019-12-31
HBW Advisory Services LLC 18,878 0 New Buy 2019-12-31
Equitable Holdings, Inc. 17,433 0 New Buy 2019-12-31
Titus Wealth Management 17,280 0 New Buy 2019-12-31
Altium Wealth Management LLC 17,275 18,620 7% 2019-12-31
Larson Financial Group LLC 16,666 11,809 41% 2019-12-31
We Are One Seven, LLC 16,660 3,940 323% 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 16,453 0 New Buy 2019-12-31
Steel Peak Wealth Management LLC 16,406 0 New Buy 2019-12-31
Integrated Wealth Concepts LLC 15,910 5,116 211% 2019-12-31
Patriot Financial Group Insurance Agency, LLC 15,193 13,193 15% 2019-12-31
Moloney Securities Asset Management, LLC 13,763 0 New Buy 2019-12-31
Castle Rock Wealth Management, LLC 13,330 12,943 3% 2019-12-31
VisionPoint Advisory Group, LLC 13,054 18,900 31% 2019-12-31
Pinnacle Advisory Group, Inc. 12,888 10,560 22% 2019-12-31
NEXT Financial Group, Inc 12,812 11,160 15% 2019-12-31
STEPHENS INC /AR/ 12,212 9,925 23% 2019-12-31
Great Lakes Retirement, Inc. 11,646 0 New Buy 2019-12-31
Concorde Asset Management, LLC 486 515 6% 2019-12-31
Investors Financial Group, LLC 11,536 0 New Buy 2019-12-31
Cooper Financial Group 11,299 11,234 1% 2019-12-31
Cascadia Advisory Services, LLC 11,199 0 New Buy 2019-12-31
Principle Wealth Partners LLC 11,012 0 New Buy 2019-12-31
Sterling Investment Advisors, Ltd. 11,000 0 New Buy 2019-12-31
Koshinski Asset Management, Inc. 10,708 0 New Buy 2019-12-31
Cypress Wealth Services, LLC 10,700 10,700 No Change 2019-12-31
OPPENHEIMER & CO INC 10,519 0 New Buy 2019-12-31
Jaffetilchin Investment Partners, LLC 10,373 0 New Buy 2019-12-31
Partnervest Advisory Services LLC 10,313 10,313 No Change 2019-12-31
Bay Harbor Wealth Management, LLC 9,555 9,574 0% 2019-12-31
OPTIMUM INVESTMENT ADVISORS 9,550 6,750 41% 2019-12-31
USAdvisors Wealth Management, LLC 9,351 0 New Buy 2019-12-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 9,340 14,240 34% 2019-12-31
1776 Wealth LLC 9,315 0 New Buy 2019-12-31
SYNOVUS FINANCIAL CORP 9,305 0 New Buy 2019-12-31
NORTHSTAR WEALTH PARTNERS LLC 9,250 6,300 47% 2019-12-31
New England Private Wealth Advisors LLC 9,171 9,118 1% 2019-12-31
Global Retirement Partners, LLC 8,726 6,459 35% 2019-12-31
Hanson McClain, Inc. 8,706 7,797 12% 2019-12-31
Oxbow Advisors, LLC 8,570 8,570 No Change 2019-12-31
Hanlon Investment Management, Inc. 8,462 8,257 2% 2019-12-31
Advisory Services Network, LLC 8,099 6,351 28% 2019-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 8,039 8,389 4% 2019-12-31
Virtue Capital Management, LLC 7,826 0 New Buy 2019-12-31
Lloyd Advisory Services, LLC. 7,708 0 New Buy 2019-12-31
Secure Asset Management, LLC 7,353 0 New Buy 2019-12-31
Harvest Investment Services, LLC 7,010 6,667 5% 2019-12-31
Kingsview Wealth Management, LLC 6,742 0 New Buy 2019-12-31
RAYMOND JAMES TRUST CO 6,674 5,133 30% 2019-12-31
Aptus Capital Advisors, LLC 6,650 6,650 No Change 2019-12-31
MISSION CREEK CAPITAL PARTNERS, INC 6,613 0 New Buy 2019-12-31
Towerpoint Wealth, LLC 6,596 6,982 6% 2019-12-31
J.W. COLE ADVISORS, INC. 6,210 0 New Buy 2019-12-31
PFG Advisors 5,747 5,771 0% 2019-12-31
Lucia Wealth Services, LLC 5,669 0 New Buy 2019-12-31
WT Wealth Management 5,245 0 New Buy 2019-12-31
Indie Asset Partners, LLC 5,150 0 New Buy 2019-12-31
CHATHAM CAPITAL GROUP, INC. 4,900 4,900 No Change 2019-12-31
Elevated Capital Advisors, LLC 4,634 0 New Buy 2019-12-31
Newport Wealth Strategies, Inc. 4,560 0 New Buy 2019-12-31
Beacon Financial Advisory LLC 4,558 0 New Buy 2019-12-31
Allred Capital Management, LLC 4,543 5,774 21% 2019-12-31
Jacobi Capital Management LLC 4,403 952 363% 2019-12-31
Family Legacy, Inc. 4,284 4,284 No Change 2019-12-31
Alpha Cubed Investments, LLC 4,268 0 New Buy 2019-12-31
MONECO Advisors, LLC 4,185 0 New Buy 2019-12-31
Americana Partners, LLC 4,002 0 New Buy 2019-12-31
Financial Gravity Wealth, Inc. 3,847 4,567 16% 2019-12-31
DEUTSCHE BANK AG 3,609 1,796 101% 2019-12-31
TFG Advisers LLC 3,447 0 New Buy 2019-12-31
Plante Moran Financial Advisors Ltd Partnership 2,986 0 New Buy 2019-12-31
Bogart Wealth, LLC 2,923 2,923 No Change 2019-12-31
CWM, LLC 2,835 9,810 71% 2019-12-31
Emerald Investment Partners, LLC 2,222 1,914 16% 2019-12-31
FIFTH THIRD BANCORP 1,302 1,302 No Change 2019-12-31
FLAGSHIP HARBOR ADVISORS, LLC 1,078 1,273 15% 2019-12-31
VERUS CAPITAL PARTNERS, LLC 828 0 New Buy 2019-12-31
JNBA Financial Advisors 804 804 No Change 2019-12-31
UNIONBANCAL CORP 765 0 New Buy 2019-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 615 466 32% 2019-12-31
Wealthcare Advisory Partners LLC 500 3,800 87% 2019-12-31
AlphaMark Advisors, LLC 300 300 No Change 2019-12-31
Stonebridge Financial Planning Group, LLC 300 0 New Buy 2019-12-31
Weaver Consulting Group 280 280 No Change 2019-12-31
SRS Capital Advisors, Inc. 270 270 No Change 2019-12-31
BLAIR WILLIAM & CO/IL 250 250 No Change 2019-12-31
Pinnacle Bank 165 165 No Change 2019-12-31
Gryphon Financial Partners LLC 158 0 New Buy 2019-12-31
Raab & Moskowitz Asset Management LLC 109 0 New Buy 2019-12-31
AdvisorNet Financial, Inc 99 99 No Change 2019-12-31
DELTA ASSET MANAGEMENT LLC/TN 77 77 No Change 2019-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 75 772 90% 2019-12-31
Psagot Investment House Ltd. 65 0 New Buy 2019-12-31
McIlrath & Eck, LLC 65 65 No Change 2019-12-31
HUNTINGTON NATIONAL BANK 1 1 No Change 2019-12-31
M&T BANK CORP 0 14,608 Sold Out 2019-12-31
AMERIPRISE FINANCIAL INC 0 14,005 Sold Out 2019-12-31
ASPIRIANT, LLC 0 21,523 Sold Out 2019-12-31
FMR LLC 0 5 Sold Out 2019-12-31
USCA RIA LLC 0 414 Sold Out 2019-12-31
Capital Wealth Planning, LLC 0 6,704 Sold Out 2019-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 0 196 Sold Out 2019-12-31
Private Ocean, LLC 0 90 Sold Out 2019-12-31
SHINE INVESTMENT ADVISORY SERVICES INC 0 70 Sold Out 2019-12-31
Donald L. Hagan, LLC 0 8,415 Sold Out 2019-12-31
Capital Asset Advisory Services LLC 0 29,640 Sold Out 2019-12-31
Horan Securities, Inc. 0 414 Sold Out 2019-12-31
Venturi Wealth Management, LLC 0 2,860 Sold Out 2019-12-31
Cornerstone Wealth Management, LLC 0 7,234 Sold Out 2019-12-31
Claraphi Advisory Network, LLC 0 860 Sold Out 2019-12-31
Acorn Wealth Advisors, LLC 0 4,135 Sold Out 2019-12-31
Quad-Cities Investment Group, LLC 0 450 Sold Out 2019-12-31
Brendel Financial Advisors LLC 0 6,432 Sold Out 2019-12-31
Beirne Wealth Consulting Services, LLC 0 5,308 Sold Out 2019-12-31
ERn Financial, LLC 0 5,454 Sold Out 2019-12-31
MOSELEY INVESTMENT MANAGEMENT INC 0 5,439 Sold Out 2019-12-31
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