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First Trust Limited Duration Investment Grade Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$247K -$336K -17,965 -58%
PVI
102
Pine Valley Investments
New Jersey
$246K +$34.1K +1,825 +16%
VCM
103
Virtue Capital Management
Tennessee
$241K -$236K -12,619 -50%
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$237K -$12.5K -670 -5%
CAL
105
Capital Analysts LLC
Pennsylvania
$237K +$237K +12,642 New
GIA
106
Gladstone Institutional Advisory
Florida
$234K -$21.2K -1,134 -8%
CCFM
107
Clear Creek Financial Management
Washington
$232K -$252K -13,492 -52%
BAM
108
Belpointe Asset Management
Nevada
$228K +$228K +12,192 New
AWA
109
Arkadios Wealth Advisors
Georgia
$225K +$225K +12,014 New
SFS
110
Security Financial Services
Indiana
$217K -$380K -20,284 -64%
TA
111
TrueWealth Advisors
Alabama
$212K -$18.4K -981 -8%
OFS
112
OneAscent Financial Services
Alabama
$208K +$208K +11,110 New
HI
113
Harbour Investments
Wisconsin
$200K -$428K -22,900 -68%
PFA
114
Pinnacle Family Advisors
Missouri
$195K +$195K +10,424 New
CB
115
Cadence Bank
Mississippi
$192K +$192K +10,269 New
PWM
116
Perigon Wealth Management
California
$191K +$191K +10,195 New
CFGS
117
Concourse Financial Group Securities
Alabama
$173K -$10.3K -553 -6%
CF
118
Centaurus Financial
California
$167K -$6.59K -352 -4%
IGWM
119
ICA Group Wealth Management
Colorado
$154K -$452K -24,149 -75%
GRP
120
Global Retirement Partners
California
$138K -$12.6K -672 -8%
BC
121
Barrett & Company
Rhode Island
$131K +$46.8K +2,500 +56%
ATPW
122
Ashton Thomas Private Wealth
Arizona
$129K +$129K +6,897 New
NS
123
NBC Securities
Alabama
$69K -$4.45K -238 -6%
CA
124
CoreCap Advisors
Michigan
$62.8K -$710K -37,943 -92%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$61K -$3.07K -164 -5%