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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
226
Pinnacle Advisory Group
Maryland
$543K – – –
TW
227
Towerpoint Wealth
California
$538K +$85.4K +1,650 +19%
LFG
228
Larson Financial Group
Missouri
$526K -$489K -9,460 -48%
SIAP
229
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$517K – – –
FWM
230
Frontier Wealth Management
Missouri
$506K +$724 +14 +0.1%
BCM
231
Breiter Capital Management
Florida
$500K +$500K +9,671 New
HIS
232
Harvest Investment Services
Illinois
$497K +$297K +5,739 +148%
1W
233
1776 Wealth
Georgia
$485K – – –
HWM
234
Holloway Wealth Management
Florida
$482K – – –
TC
235
Telemus Capital
Michigan
$477K +$26.5K +513 +6%
TSS
236
Two Sigma Securities
New York
$468K +$468K +9,052 New
AF
237
Allworth Financial
California
$451K +$259 +5 +0.1%
JCM
238
Jacobi Capital Management
Pennsylvania
$449K -$7.61K -147 -2%
JIP
239
Jaffetilchin Investment Partners
Florida
$442K -$655K -12,666 -60%
PAS
240
Partnervest Advisory Services
California
$429K +$429K +8,295 New
AW
241
ACG Wealth
Georgia
$420K -$89.7K -1,733 -18%
FLI
242
Family Legacy Inc
South Carolina
$419K – – –
BCI
243
Brinker Capital Investments
Pennsylvania
$418K – – –
BHWM
244
Bay Harbor Wealth Management
Maryland
$412K -$59.4K -1,148 -13%
RJT
245
Raymond James Trust
Florida
$408K +$69.4K +1,342 +20%
MWM
246
MBE Wealth Management
Wisconsin
$406K – – –
CA
247
Calton & Associates
Florida
$405K – – –
AA
248
AlphaMark Advisors
Kentucky
$398K +$316K +6,100 +382%
TLP
249
Trinity Legacy Partners
Texas
$392K +$189K +3,655 +93%
Lido Advisors
250
Lido Advisors
California
$387K +$140K +2,700 +56%