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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
IA
226
IFG Advisory
Georgia
$697K -$130K -2,728 -16%
US Bancorp
227
US Bancorp
Minnesota
$697K -$220K -4,618 -24%
HW
228
Hedeker Wealth
Illinois
$689K -$29.3K -617 -4%
GIA
229
Gladstone Institutional Advisory
Florida
$685K -$376K -7,896 -35%
LFAS
230
Level Four Advisory Services
Texas
$677K -$218K -4,593 -24%
WSTAM
231
Wilbanks Smith & Thomas Asset Management
Virginia
$666K – – –
CIAS
232
Capital Investment Advisory Services
North Carolina
$654K -$618 -13 -0.1%
DI
233
DFPG Investments
Utah
$645K -$297K -6,245 -31%
1W
234
1776 Wealth
Georgia
$640K -$72K -1,515 -10%
WI
235
Wintrust Investments
Illinois
$620K -$1.75M -36,851 -74%
FHC
236
First Heartland Consultants
Missouri
$612K -$19.4K -407 -3%
TA
237
TrueWealth Advisors
Alabama
$601K -$249K -5,228 -29%
WWM
238
Western Wealth Management
Colorado
$600K +$238K +5,000 +65%
SFS
239
Security Financial Services
Indiana
$599K +$57.1K +1,201 +10%
AFP
240
Ausdal Financial Partners
Iowa
$559K -$31.9K -670 -5%
IGWM
241
ICA Group Wealth Management
Colorado
$543K -$498K -10,466 -48%
LNC
242
Lincoln National Corp
Pennsylvania
$538K -$527K -11,075 -49%
TWM
243
Tanager Wealth Management
United Kingdom
$533K -$248K -5,219 -32%
William Blair & Company
244
William Blair & Company
Illinois
$525K -$834K -17,546 -61%
NCM
245
Narwhal Capital Management
Georgia
$519K +$74.7K +1,571 +17%
CFGS
246
Concourse Financial Group Securities
Alabama
$515K +$5.56K +117 +1%
AWA
247
Acorn Wealth Advisors
Michigan
$513K -$75.4K -1,585 -13%
LFA
248
Laraway Financial Advisors
Minnesota
$513K -$9.32K -196 -2%
OCFG
249
O'Connor Financial Group
Illinois
$513K +$1.76K +37 +0.3%
BAM
250
Belpointe Asset Management
Nevada
$509K -$39.3K -827 -7%