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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
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$695K -$224K -4,642 -24%
BFG
227
Beacon Financial Group
Texas
$694K -$1.26M -26,057 -64%
1W
228
1776 Wealth
Georgia
$654K
DAS
229
Dynamic Advisor Solutions
Arizona
$650K -$519K -10,772 -44%
RJT
230
Raymond James Trust
Florida
$630K -$1.83K -38 -0.3%
SB
231
Strategic Blueprint
Georgia
$628K -$29K -601 -4%
MA
232
Mutual Advisors
Nebraska
$623K -$1.36M -28,147 -69%
SFS
233
Security Financial Services
Indiana
$620K +$57.4K +1,191 +10%
LFAS
234
Level Four Advisory Services
Texas
$608K
IA
235
IFG Advisory
Georgia
$606K -$119K -2,472 -16%
FFN
236
Focus Financial Network
Minnesota
$604K -$50.1K -1,040 -8%
CMS
237
Capital Market Strategies
Florida
$598K -$329K -6,828 -36%
BAM
238
Belpointe Asset Management
Nevada
$592K +$76.2K +1,580 +15%
EFA
239
Edge Financial Advisors
Illinois
$591K +$591K +12,259 New
TA
240
TFB Advisors
Kansas
$590K +$324K +6,726 +119%
SIM
241
Stratos Investment Management
Ohio
$576K +$575K +11,931 New
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$574K +$261K +5,418 +84%
RWA
243
Redhawk Wealth Advisors
Minnesota
$570K -$186K -3,864 -25%
VFG
244
Valley Financial Group
Pennsylvania
$567K
LPT
245
Legacy Private Trust
Wisconsin
$562K -$1.33M -27,501 -70%
PS
246
Principal Securities
Iowa
$550K -$945K -19,605 -63%
SAW
247
Signal Advisors Wealth
Michigan
$544K +$274K +5,684 +102%
OCFG
248
O'Connor Financial Group
Illinois
$536K +$6.61K +137 +1%
FMTC
249
Farmers & Merchants Trust Company
California
$530K +$529K +10,982 New
AWA
250
Acorn Wealth Advisors
Michigan
$498K -$9.84K -204 -2%