Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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
Advocacy Wealth Management Services, LLC 109 174 37% 2020-06-30
WELLS FARGO & CO/MN 5,773,078 5,148,321 12% 2020-03-31
Richard Bernstein Advisors LLC 4,726,123 453,182 943% 2020-03-31
UBS Group AG 1,074 2,985,207 100% 2020-03-31
LPL Financial CORP 2,953,026 2,303,370 28% 2020-03-31
HBK Sorce Advisory LLC 1,966,811 832,795 136% 2020-03-31
RAYMOND JAMES & ASSOCIATES 1,595,083 1,114,728 43% 2020-03-31
Raymond James Financial Services Advisors, Inc. 1,588,831 855,952 86% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 1,166,386 850,621 37% 2020-03-31
FIRST TRUST ADVISORS LP 930,848 841,618 11% 2020-03-31
CWM, LLC 882,692 2,835 31,036% 2020-03-31
AE Wealth Management LLC 767,808 339,259 126% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 525,930 418,743 26% 2020-03-31
Miracle Mile Advisors, LLC 503,569 545,760 8% 2020-03-31
JANE STREET GROUP, LLC 394,583 0 New Buy 2020-03-31
American Financial Advisors, LLC 390,082 496,001 21% 2020-03-31
IFP Advisors, Inc 353,083 283,049 25% 2020-03-31
First Allied Advisory Services, Inc. 352,692 70,411 401% 2020-03-31
Barber Financial Group, Inc. 352,477 102,283 245% 2020-03-31
3D ASSET MANAGEMENT INC 348,299 372,641 7% 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 334,822 343,342 2% 2020-03-31
Baird Financial Group, Inc. 327,341 0 New Buy 2020-03-31
TD Capital Management LLC 325,269 340,138 4% 2020-03-31
Global Financial Private Capital, LLC 305,524 327,909 7% 2020-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 292,144 251,537 16% 2020-03-31
Clear Creek Financial Management, LLC 265,276 146,565 81% 2020-03-31
CONDOR CAPITAL MANAGEMENT 229,589 184,522 24% 2020-03-31
6 Meridian 228,781 0 New Buy 2020-03-31
MML INVESTORS SERVICES, LLC 221,172 202,879 9% 2020-03-31
Coconut Grove Bank 203,557 199,578 2% 2020-03-31
Integrys Wealth Advisors LLC 202,592 488,691 59% 2020-03-31
Cypress Capital Group 197,743 168,423 17% 2020-03-31
Capital Financial Planning, LLC 197,217 186,419 6% 2020-03-31
Landsberg, Bennett, & Dubbaneh LLC 197,019 108,427 82% 2020-03-31
Steward Partners Investment Advisory, LLC 195,790 205,532 5% 2020-03-31
Private Advisor Group, LLC 189,275 204,298 7% 2020-03-31
Janney Montgomery Scott LLC 186,177 181,136 3% 2020-03-31
Stratos Wealth Advisors, LLC 172,479 37,038 366% 2020-03-31
Arlington Financial Advisors, LLC 172,238 0 New Buy 2020-03-31
BEACON FINANCIAL GROUP 171,286 171,286 No Change 2020-03-31
Migdal Insurance & Financial Holdings Ltd. 163,580 150,822 8% 2020-03-31
TL Private Wealth 153,635 170,530 10% 2020-03-31
CITIGROUP INC 145,373 110,462 32% 2020-03-31
Personal Resources Investment & Strategic Management, Inc. 137,658 148,135 7% 2020-03-31
LINCOLN NATIONAL CORP 132,942 96,387 38% 2020-03-31
SYNOVUS FINANCIAL CORP 124,504 9,305 1,238% 2020-03-31
ERn Financial, LLC 122,669 0 New Buy 2020-03-31
WAYNE HUMMER INVESTMENTS L.L.C. 114,925 49,312 133% 2020-03-31
H D Vest Advisory Services 113,706 108,031 5% 2020-03-31
HighTower Advisors, LLC 113,157 98,501 15% 2020-03-31
Sowell Financial Services LLC 111,206 112,584 1% 2020-03-31
ARQ WEALTH ADVISORS, LLC 109,030 0 New Buy 2020-03-31
BELLEVUE ASSET MANAGEMENT, LLC 104,590 108,071 3% 2020-03-31
Camelot Portfolios, LLC 104,333 65,495 59% 2020-03-31
Financial Network 102,555 75,463 36% 2020-03-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 99,454 162,256 39% 2020-03-31
Csenge Advisory Group 95,938 89,361 7% 2020-03-31
WEALTHSOURCE PARTNERS, LLC 88,111 117,796 25% 2020-03-31
Karp Capital Management Corp 86,321 73,791 17% 2020-03-31
US BANCORP DE 81,846 0 New Buy 2020-03-31
SMITH CAPITAL MANAGEMENT INC /AR/ADV 81,261 66,371 22% 2020-03-31
Financial Advocates Investment Management 80,624 37,072 117% 2020-03-31
Columbus Macro, LLC 78,205 0 New Buy 2020-03-31
Stratos Wealth Partners, LTD. 77,847 111,455 30% 2020-03-31
Private Advisory Group LLC 73,144 0 New Buy 2020-03-31
Renaissance Technologies(Jim Simons) 71,200 192,300 63% 2020-03-31
Petix & Botte Co 65,981 41,868 58% 2020-03-31
DAVIDSON D A & CO 65,602 32,738 100% 2020-03-31
Claro Advisors LLC 64,514 41,595 55% 2020-03-31
RETIREMENT INCOME SOLUTIONS, INC 63,794 62,362 2% 2020-03-31
Goss Wealth Management LLC 58,320 63,366 8% 2020-03-31
Aviance Capital Partners, LLC 56,083 51,909 8% 2020-03-31
Chicago Partners Investment Group LLC 52,686 52,634 0% 2020-03-31
Multi-Financial Securities Corp 52,643 24,467 115% 2020-03-31
First Heartland Consultants, Inc. 51,320 65,613 22% 2020-03-31
DEUTSCHE BANK AG 50,655 3,609 1,304% 2020-03-31
Good Life Advisors, LLC 50,595 37,034 37% 2020-03-31
BerganKDV Wealth Management, LLC 50,175 61,355 18% 2020-03-31
Telos Capital Management, Inc. 48,923 47,909 2% 2020-03-31
Bank of New York Mellon CORP 48,208 58,050 17% 2020-03-31
Eqis Capital Management, Inc. 47,272 48,200 2% 2020-03-31
Cambridge Advisors Inc. 46,688 46,861 0% 2020-03-31
CAMG Solamere Management, LLC 45,631 0 New Buy 2020-03-31
Principle Wealth Partners LLC 43,902 11,012 299% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 42,915 40,403 6% 2020-03-31
AMERITAS INVESTMENT CORP 41,981 100,418 58% 2020-03-31
Brendel Financial Advisors LLC 41,937 0 New Buy 2020-03-31
Blue Zone Wealth Advisors, LLC 41,452 40,921 1% 2020-03-31
MONEYWISE, INC. 41,319 39,051 6% 2020-03-31
STEPHENS INC /AR/ 41,090 12,212 236% 2020-03-31
Total Clarity Wealth Management, Inc. 38,951 33,241 17% 2020-03-31
RFG Advisory Group, LLC 37,827 41,984 10% 2020-03-31
Kovack Advisors, Inc. 37,560 38,161 2% 2020-03-31
Cetera Investment Advisers 37,263 32,448 15% 2020-03-31
Outlook Wealth Advisors, LLC 37,133 0 New Buy 2020-03-31
Hilltop Holdings Inc. 36,849 0 New Buy 2020-03-31
CENTAURUS FINANCIAL, INC. 36,512 28,192 30% 2020-03-31
PROEQUITIES, INC. 35,467 24,808 43% 2020-03-31
Eldridge Investment Advisors, Inc. 35,430 63,826 44% 2020-03-31
Strategic Investment Advisors / MI 33,373 32,547 3% 2020-03-31
IFG Advisory, LLC 32,987 36,602 10% 2020-03-31
Merit Financial Group, LLC 32,066 31,562 2% 2020-03-31
USAdvisors Wealth Management, LLC 32,036 9,351 243% 2020-03-31
DFPG INVESTMENTS, INC. 31,456 36,424 14% 2020-03-31
Sargent Investment Group, LLC 30,585 38,510 21% 2020-03-31
Capital Analysts, Inc. 29,984 39,392 24% 2020-03-31
Kingsview Wealth Management, LLC 29,882 6,742 343% 2020-03-31
Capital Investment Advisory Services, LLC 29,649 26,617 11% 2020-03-31
FURE FINANCIAL CORP 29,471 29,274 1% 2020-03-31
Strategic Wealth Advisors Group,Inc. 29,085 40,616 28% 2020-03-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 28,681 50,845 44% 2020-03-31
Western Wealth Management, LLC 28,041 30,676 9% 2020-03-31
Newport Wealth Strategies, Inc. 27,650 4,560 506% 2020-03-31
New England Private Wealth Advisors LLC 26,709 9,171 191% 2020-03-31
M Holdings Securities, Inc. 26,572 24,678 8% 2020-03-31
Patten Group, Inc. 26,423 26,854 2% 2020-03-31
INTL FCSTONE INC. 26,353 45,269 42% 2020-03-31
J P MORGAN CHASE & CO 26,128 152,126 83% 2020-03-31
Ausdal Financial Partners, Inc. 25,207 20,996 20% 2020-03-31
IHT Wealth Management, LLC 23,806 24,281 2% 2020-03-31
Sigma Planning Corp 23,328 20,209 15% 2020-03-31
OPPENHEIMER & CO INC 23,306 10,519 122% 2020-03-31
WEDBUSH MORGAN SECURITIES INC 23,287 20,176 15% 2020-03-31
Steel Peak Wealth Management LLC 23,226 16,406 42% 2020-03-31
Arete Wealth Advisors, LLC 22,541 36,537 38% 2020-03-31
Aspire Private Capital, LLC 22,501 21,716 4% 2020-03-31
Lucia Wealth Services, LLC 22,368 5,669 295% 2020-03-31
NEXT Financial Group, Inc 22,117 12,812 73% 2020-03-31
National Asset Management, Inc. 20,997 25,523 18% 2020-03-31
Concorde Asset Management, LLC 486 486 No Change 2020-03-31
HBW Advisory Services LLC 20,136 18,878 7% 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 19,481 8,039 142% 2020-03-31
OLD MISSION CAPITAL LLC 19,413 19,980 3% 2020-03-31
DAVENPORT & CO LLC 19,200 19,522 2% 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 19,171 1,078 1,678% 2020-03-31
NORTHWEST WEALTH MANAGEMENT, LLC 19,116 22,727 16% 2020-03-31
Integrated Wealth Concepts LLC 18,357 15,910 15% 2020-03-31
Larson Financial Group LLC 17,588 16,666 6% 2020-03-31
Elevated Capital Advisors, LLC 17,317 4,634 274% 2020-03-31
M&T BANK CORP 16,934 0 New Buy 2020-03-31
CAPITAL ONE FINANCIAL CORP 15,753 0 New Buy 2020-03-31
Patriot Financial Group Insurance Agency, LLC 15,693 15,193 3% 2020-03-31
Moloney Securities Asset Management, LLC 13,976 13,763 2% 2020-03-31
We Are One Seven, LLC 13,867 16,660 17% 2020-03-31
Oxbow Advisors, LLC 13,477 8,570 57% 2020-03-31
Castle Rock Wealth Management, LLC 13,270 13,330 0% 2020-03-31
EPG Wealth Management LLC 12,735 61,923 79% 2020-03-31
TELEMUS CAPITAL, LLC 12,712 33,172 62% 2020-03-31
Arden Trust Co 12,674 27,614 54% 2020-03-31
Titus Wealth Management 12,280 17,280 29% 2020-03-31
TOWNSQUARE CAPITAL LLC 12,159 0 New Buy 2020-03-31
Jaffetilchin Investment Partners, LLC 11,927 10,373 15% 2020-03-31
Winfield Associates, Inc. 11,793 0 New Buy 2020-03-31
WETHERBY ASSET MANAGEMENT INC 11,400 0 New Buy 2020-03-31
Cooper Financial Group 11,364 11,299 1% 2020-03-31
Koshinski Asset Management, Inc. 11,028 10,708 3% 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 10,706 0 New Buy 2020-03-31
Cypress Wealth Services, LLC 10,700 10,700 No Change 2020-03-31
SSI INVESTMENT MANAGEMENT INC 10,563 160,717 93% 2020-03-31
Sterling Investment Advisors, Ltd. 10,000 11,000 9% 2020-03-31
Global Retirement Partners, LLC 9,589 8,726 10% 2020-03-31
OPTIMUM INVESTMENT ADVISORS 9,550 9,550 No Change 2020-03-31
1776 Wealth LLC 9,315 9,315 No Change 2020-03-31
Bay Harbor Wealth Management, LLC 9,219 9,555 4% 2020-03-31
Partnervest Advisory Services LLC 9,167 10,313 11% 2020-03-31
55I, LLC 9,127 0 New Buy 2020-03-31
Adams Wealth Management 9,000 25,000 64% 2020-03-31
SkyOak Wealt, LLC 8,908 0 New Buy 2020-03-31
Hanson McClain, Inc. 8,712 8,706 0% 2020-03-31
Lloyd Advisory Services, LLC. 8,523 7,708 11% 2020-03-31
Gierl Augustine Investment Management Inc 7,701 0 New Buy 2020-03-31
Vishria Bird Financial Group, LLC 7,350 0 New Buy 2020-03-31
Hanlon Investment Management, Inc. 7,184 8,462 15% 2020-03-31
PFG Advisors 7,162 5,747 25% 2020-03-31
CALTON & ASSOCIATES, INC. 7,137 0 New Buy 2020-03-31
RAYMOND JAMES TRUST CO 6,938 6,674 4% 2020-03-31
Towerpoint Wealth, LLC 6,896 6,596 5% 2020-03-31
Waterloo Capital, L.P. 6,679 0 New Buy 2020-03-31
Capital Wealth Planning, LLC 6,654 0 New Buy 2020-03-31
Aptus Capital Advisors, LLC 6,650 6,650 No Change 2020-03-31
Genesee Capital Advisors, LLC 6,326 0 New Buy 2020-03-31
WT Wealth Management 6,220 5,245 19% 2020-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 5,950 9,340 36% 2020-03-31
Indie Asset Partners, LLC 5,850 5,150 14% 2020-03-31
RDA Financial Network 5,735 11,881 52% 2020-03-31
Ambassador Advisors, LLC 5,262 51,816 90% 2020-03-31
SignalPoint Asset Management, LLC 5,186 0 New Buy 2020-03-31
CHATHAM CAPITAL GROUP, INC. 4,900 4,900 No Change 2020-03-31
Cedar Brook Financial Partners, LLC 4,763 0 New Buy 2020-03-31
LexAurum Advisors, LLC 4,732 42,960 89% 2020-03-31
Trinity Legacy Partners LLC 4,544 0 New Buy 2020-03-31
Secure Asset Management, LLC 4,463 7,353 39% 2020-03-31
Crumly & Associates Inc. 4,360 0 New Buy 2020-03-31
Family Legacy, Inc. 4,284 4,284 No Change 2020-03-31
Alpha Cubed Investments, LLC 4,268 4,268 No Change 2020-03-31
Old Port Advisors 4,266 0 New Buy 2020-03-31
AdvisorNet Financial, Inc 3,712 99 3,649% 2020-03-31
MBE Wealth Management, LLC 3,316 0 New Buy 2020-03-31
Golden State Wealth Management, LLC 3,250 0 New Buy 2020-03-31
Bogart Wealth, LLC 2,923 2,923 No Change 2020-03-31
Allred Capital Management, LLC 2,723 4,543 40% 2020-03-31
Wealthcare Advisory Partners LLC 2,325 500 365% 2020-03-31
Jacobi Capital Management LLC 2,196 4,403 50% 2020-03-31
Financial Gravity Wealth, Inc. 2,117 3,847 45% 2020-03-31
Emerald Investment Partners, LLC 2,013 2,222 9% 2020-03-31
Plante Moran Financial Advisors Ltd Partnership 1,913 2,986 36% 2020-03-31
Cornell Pochily Investment Advisors, Inc. 1,600 25,495 94% 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 1,427 0 New Buy 2020-03-31
FIFTH THIRD BANCORP 1,302 1,302 No Change 2020-03-31
Stonebridge Financial Planning Group, LLC 1,280 300 327% 2020-03-31
Eudaimonia Partners, LLC 1,146 0 New Buy 2020-03-31
Arkadios Wealth Advisors 1,045 0 New Buy 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 1,000 1,000 No Change 2020-03-31
tru Independence LLC 770 0 New Buy 2020-03-31
BLAIR WILLIAM & CO/IL 982 250 293% 2020-03-31
BENJAMIN EDWARDS INC 963 0 New Buy 2020-03-31
AlphaMark Advisors, LLC 875 300 192% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 803 828 3% 2020-03-31
LifePlan Financial Group, Inc 763 763 No Change 2020-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 705 615 15% 2020-03-31
Covington Capital Management 624 0 New Buy 2020-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 590 0 New Buy 2020-03-31
Archer Investment Corp 350 350 No Change 2020-03-31
Harwood Advisory Group, LLC 300 0 New Buy 2020-03-31
Weaver Consulting Group 280 280 No Change 2020-03-31
Pinnacle Bank 249 165 51% 2020-03-31
SIGNATUREFD, LLC 205 0 New Buy 2020-03-31
FARMERS & MERCHANTS INVESTMENTS INC 200 0 New Buy 2020-03-31
Salomon & Ludwin, LLC 183 0 New Buy 2020-03-31
JNBA Financial Advisors 174 804 78% 2020-03-31
Valeo Financial Advisors, LLC 151 0 New Buy 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 105 0 New Buy 2020-03-31
Capital Advisory Group Advisory Services, LLC 83 0 New Buy 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 69 75 8% 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 47 0 New Buy 2020-03-31
Savior LLC 11 0 New Buy 2020-03-31
HUNTINGTON NATIONAL BANK 1 1 No Change 2020-03-31
FIRST HAWAIIAN BANK 0 57,565 Sold Out 2020-03-31
UNIONBANCAL CORP 0 765 Sold Out 2020-03-31
SUNRISE PARTNERS LLC /CT 0 19,204 Sold Out 2020-03-31
DELTA ASSET MANAGEMENT LLC/TN 0 77 Sold Out 2020-03-31
Psagot Investment House Ltd. 0 65 Sold Out 2020-03-31
Capital Investment Advisors, LLC 0 19,433 Sold Out 2020-03-31
Raab & Moskowitz Asset Management LLC 0 109 Sold Out 2020-03-31
Laurel Wealth Advisors, Inc. 0 128,153 Sold Out 2020-03-31
Independent Advisor Alliance 0 191,392 Sold Out 2020-03-31
Gryphon Financial Partners LLC 0 158 Sold Out 2020-03-31
Virtue Capital Management, LLC 0 7,826 Sold Out 2020-03-31
Altium Wealth Management LLC 0 17,275 Sold Out 2020-03-31
Pasadena Private Wealth, LLC 0 40,574 Sold Out 2020-03-31
MONECO Advisors, LLC 0 4,185 Sold Out 2020-03-31
Harvest Investment Services, LLC 0 7,010 Sold Out 2020-03-31
J.W. COLE ADVISORS, INC. 0 6,210 Sold Out 2020-03-31
Beacon Financial Advisory LLC 0 4,558 Sold Out 2020-03-31
Investors Financial Group, LLC 0 11,536 Sold Out 2020-03-31
Americana Partners, LLC 0 4,002 Sold Out 2020-03-31
Great Lakes Retirement, Inc. 0 11,646 Sold Out 2020-03-31
TFG Advisers LLC 0 3,447 Sold Out 2020-03-31
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*