| 8/6/2025 | Csenge Advisory Group | 736,493 | $36.01M | 1.9% | +3.4% | 0.700% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 19,823 | $976K | 0.1% | +3.0% | 0.019% | |
| 8/5/2025 | Claro Advisors LLC | 7,409 | $365K | 0.1% | -7.9% | 0.007% | |
| 8/5/2025 | Holistic Financial Partners | 4,528 | $223K | 0.1% | -57.3% | 0.004% | |
| 8/5/2025 | Obermeyer Wealth Partners | 299,341 | $14.75M | 0.7% | +0.1% | 0.284% | |
| 8/5/2025 | Sigma Planning Corp | 93,815 | $4.62M | 0.1% | -33.9% | 0.089% | |
| 8/4/2025 | Center for Financial Planning Inc. | 65,000 | $3.20M | 0.4% | -23.9% | 0.062% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 10,977 | $541K | 0.0% | -12.1% | 0.010% | |
| 8/4/2025 | Creekmur Asset Management LLC | 633 | $31K | 0.0% | +497.2% | 0.001% | |
| 8/4/2025 | Merkkuri Wealth Advisors LLC | 8,762 | $432K | 0.3% | -2.5% | 0.008% | |
Get the Latest News and Ratings for LMBS and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for First Trust Low Duration Opportunities ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 8/4/2025 | IFG Advisory LLC | 25,697 | $1.27M | 0.1% | -26.2% | 0.024% | |
| 8/4/2025 | Atria Investments Inc | 265,854 | $13.10M | 0.2% | -0.5% | 0.253% | |
| 8/4/2025 | Assetmark Inc. | 252,052 | $12.42M | 0.0% | +11.4% | 0.239% | |
| 8/4/2025 | Spire Wealth Management | 6,728 | $331K | 0.0% | -75.2% | 0.006% | |
| 8/4/2025 | Arkadios Wealth Advisors | 13,993 | $689K | 0.0% | +29.3% | 0.013% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 925 | $46K | 0.1% | N/A | 0.001% | |
| 8/4/2025 | World Investment Advisors | 6,011 | $296K | 0.0% | -26.6% | 0.006% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 4,227 | $208K | 0.0% | N/A | 0.004% | |
| 8/4/2025 | 626 Financial LLC | 15,640 | $770K | 0.4% | -2.5% | 0.015% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 80,532 | $3.97M | 0.0% | -1.4% | 0.077% | |
| 8/1/2025 | Winebrenner Capital Management LLC | 8,289 | $408K | 0.3% | -3.3% | 0.008% | |
| 8/1/2025 | Capital Investment Counsel LLC | 4,195 | $207K | 0.0% | -37.5% | 0.004% | |
| 8/1/2025 | Wealth Watch Advisors INC | 18,271 | $900K | 0.5% | -4.8% | 0.017% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 128,132 | $6.31M | 0.2% | +6.1% | 0.122% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 970,436 | $47.80M | 0.0% | +4.5% | 0.923% | |
| 7/31/2025 | Moment Partners LLC | 4,652 | $229K | 0.0% | -8.7% | 0.004% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 8,530 | $420K | 0.1% | +6.1% | 0.008% | |
| 7/30/2025 | Strategic Blueprint LLC | 4,602 | $227K | 0.0% | -13.2% | 0.004% | |
| 7/30/2025 | Clifford Swan Investment Counsel LLC | 306,127 | $15.08M | 0.5% | -0.9% | 0.292% | |
| 7/30/2025 | Freedom Investment Management Inc. | 4,669 | $230K | 0.0% | -5.4% | 0.004% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 29,946 | $1.48M | 0.6% | -2.9% | 0.029% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 23,018 | $1.13M | 0.1% | -5.3% | 0.022% | |
| 7/30/2025 | TFB Advisors LLC | 19,745 | $973K | 0.3% | +10.9% | 0.019% | |
| 7/30/2025 | Patten Group Inc. | 41,085 | $2.02M | 0.4% | +4.3% | 0.039% | |
| 7/30/2025 | Brookstone Capital Management | 441,694 | $21.76M | 0.3% | +0.9% | 0.421% | |
| 7/30/2025 | D.A. Davidson & CO. | 131,300 | $6.47M | 0.0% | -13.8% | 0.125% | |
| 7/30/2025 | Divergent Planning LLC | 16,475 | $812K | 0.1% | N/A | 0.016% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 32,869 | $1.62M | 0.6% | +266.1% | 0.031% | |
| 7/29/2025 | Stephens Inc. AR | 344,472 | $16.97M | 0.2% | -7.3% | 0.329% | |
| 7/29/2025 | Crux Wealth Advisors | 8,659 | $427K | 0.2% | +8.8% | 0.008% | |
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off (Ad) Right now, we’re witnessing a monumental shift in the world. Our No. 1 AI Pick is currently trading for pennies on the dollar compared to Nividia. |
| 7/29/2025 | Chicago Partners Investment Group LLC | 29,114 | $1.43M | 0.0% | +1.1% | 0.028% | |
| 7/29/2025 | International Assets Investment Management LLC | 14,544 | $716K | 0.0% | -1.5% | 0.014% | |
| 7/29/2025 | Cottonwood Capital Advisors LLC | 40,984 | $2.02M | 1.4% | -3.1% | 0.039% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 5,563 | $274K | 0.0% | -3.6% | 0.005% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 126,516 | $6.23M | 0.1% | -7.1% | 0.121% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 14,366 | $708K | 0.0% | +146.8% | 0.014% | |
| 7/29/2025 | Private Trust Co. NA | 18,477 | $910K | 0.1% | -21.6% | 0.018% | |
| 7/28/2025 | Mutual Advisors LLC | 93,797 | $4.61M | 0.1% | -40.2% | 0.090% | |
| 7/28/2025 | Lunt Capital Management Inc. | 134,552 | $6.63M | 2.5% | +0.8% | 0.128% | |
| 7/28/2025 | Harbour Investments Inc. | 469,605 | $23.13M | 0.6% | +3.2% | 0.448% | |
| 7/28/2025 | RFG Advisory LLC | 11,956 | $589K | 0.0% | +15.7% | 0.011% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 23,782 | $1.17M | 0.0% | +7.6% | 0.023% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 19,500 | $961K | 0.8% | +101.0% | 0.019% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 51,739 | $2.55M | 0.1% | -54.4% | 0.049% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 151,083 | $7.44M | 0.0% | -20.3% | 0.144% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 54,223 | $2.67M | 1.4% | +12.3% | 0.052% | |
| 7/25/2025 | Cypress Capital Group | 35,550 | $1.75M | 0.2% | +10.2% | 0.034% | |
| 7/25/2025 | Commonwealth Financial Services LLC | 5,414 | $267K | 0.1% | -96.2% | 0.005% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 775,525 | $38.20M | 0.7% | +4.5% | 0.741% | |
| 7/25/2025 | Apollon Wealth Management LLC | 46,010 | $2.27M | 0.0% | -4.5% | 0.044% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 14,937 | $736K | 0.0% | -4.1% | 0.014% | |
| 7/24/2025 | IFP Advisors Inc | 224,226 | $11.05M | 0.3% | +32.4% | 0.215% | |
| 7/24/2025 | Blair William & Co. IL | 766 | $38K | 0.0% | -36.7% | 0.001% | |
| 7/24/2025 | US Bancorp DE | 11,358 | $559K | 0.0% | +235.4% | 0.011% | |
| 7/24/2025 | Insight Inv LLC | 25,770 | $1.27M | 0.9% | +33.0% | 0.025% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 25,832 | $1.27M | 1.0% | -4.5% | 0.025% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 123,211 | $6.07M | 0.6% | -36.7% | 0.118% | |
| 7/23/2025 | Narwhal Capital Management | 13,299 | $655K | 0.1% | -4.9% | 0.013% | |
| 7/23/2025 | RiverTree Advisors LLC | 103,255 | $5.09M | 3.4% | -42.3% | 0.099% | |
| 7/23/2025 | NBT Bank N A NY | 7,301 | $360K | 0.0% | -3.1% | 0.007% | |
| 7/23/2025 | Friedenthal Financial | 70,053 | $3.45M | 1.9% | -54.5% | 0.067% | |
| 7/23/2025 | Bellevue Asset Management LLC | 176,778 | $8.71M | 4.2% | +1.8% | 0.170% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 4,435 | $218K | 0.0% | N/A | 0.004% | |
| 7/23/2025 | Gentry Private Wealth LLC | 6,561 | $323K | 0.2% | -70.0% | 0.006% | |
| 7/23/2025 | Laraway Financial Advisors Inc | 9,093 | $448K | 0.3% | -5.8% | 0.009% | |
| 7/23/2025 | 626 Financial LLC | 15,640 | $770K | 0.4% | -2.5% | 0.015% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 21,300 | $1.05M | 0.5% | -12.8% | 0.020% | |
| 7/23/2025 | Country Club Bank | 42,033 | $2.07M | 0.1% | +55.8% | 0.040% | |
| 7/23/2025 | Heck Capital Advisors LLC | 453,087 | $22.32M | 1.9% | +4.0% | 0.435% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 37,568 | $1.85M | 0.0% | -5.0% | 0.036% | |
| 7/22/2025 | Belpointe Asset Management LLC | 53,330 | $2.63M | 0.1% | +7.2% | 0.051% | |
| 7/22/2025 | DAVENPORT & Co LLC | 52,081 | $2.57M | 0.0% | -0.6% | 0.050% | |
| 7/22/2025 | Global Assets Advisory LLC | 26,585 | $1.31M | 0.5% | -66.9% | 0.026% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 46,587 | $2.30M | 0.6% | +81.3% | 0.045% | |
| 7/22/2025 | Simplicity Wealth LLC | 24,346 | $1.20M | 0.0% | +115.7% | 0.023% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 52,832 | $2.60M | 0.1% | +4.6% | 0.051% | |
| 7/22/2025 | Berger Financial Group Inc | 991,200 | $48.83M | 3.2% | +2.1% | 0.951% | |
| 7/21/2025 | AIFG Consultants Ltd. | 42,341 | $2.09M | 4.1% | -6.5% | 0.041% | |
| 7/21/2025 | Fairvoy Private Wealth LLC | 312,260 | $15.38M | 3.8% | +1.8% | 0.300% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 151,651 | $7.47M | 0.4% | -22.8% | 0.146% | |
Trump set to Boost Social Security Checks by 400%? (Ad) If you're collecting or planning to collect social security...
You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
| 7/21/2025 | Cornell Pochily Investment Advisors Inc. | 28,364 | $1.40M | 0.5% | -1.0% | 0.027% | |
| 7/18/2025 | Trilogy Capital Inc. | 503,106 | $24.78M | 1.2% | -5.5% | 0.483% | |
| 7/18/2025 | Marino Stram & Associates LLC | 17,445 | $859K | 0.2% | N/A | 0.017% | |
| 7/18/2025 | Midwest Financial Group LLC | 38,148 | $1.88M | 1.0% | -15.0% | 0.037% | |
| 7/18/2025 | Truist Financial Corp | 261,446 | $12.88M | 0.0% | -2.3% | 0.251% | |
| 7/17/2025 | Mainsail Financial Group LLC | 127,903 | $6.28M | 2.9% | +7.5% | 0.123% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 82,836 | $4.08M | 1.3% | +131.0% | 0.080% | |
| 7/17/2025 | LexAurum Advisors LLC | 153,274 | $7.55M | 1.2% | -2.1% | 0.147% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 221,383 | $10.91M | 0.0% | -2.6% | 0.213% | |
| 7/17/2025 | Genesis Private Wealth LLC | 117,644 | $5.80M | 2.7% | N/A | 0.113% | |
