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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
RJT
226
Raymond James Trust
Florida
$627K – – –
SIG
227
Sargent Investment Group
Maryland
$622K +$134K +2,800 +28%
BAM
228
Belpointe Asset Management
Nevada
$617K +$27.6K +575 +5%
SB
229
Strategic Blueprint
Georgia
$613K -$11.9K -247 -2%
FFN
230
Focus Financial Network
Minnesota
$601K -$15.5K -323 -3%
NCM
231
Narwhal Capital Management
Georgia
$601K -$308K -6,407 -34%
GRP
232
Global Retirement Partners
California
$590K -$169K -3,511 -22%
Citadel Advisors
233
Citadel Advisors
Florida
$585K +$585K +12,181 New
MWM
234
Mattern Wealth Management
Kansas
$577K -$477K -9,934 -45%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$576K +$4.9K +102 +0.9%
VFG
236
Valley Financial Group
Pennsylvania
$564K – – –
TA
237
TFB Advisors
Kansas
$562K -$32.8K -683 -6%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$561K -$131K -2,736 -19%
EHAM
239
Eagle Harbor Asset Management
Washington
$548K +$547K +11,398 New
PS
240
Principal Securities
Iowa
$547K -$480 -10 -0.1%
BFG
241
Beacon Financial Group
Texas
$539K -$152K -3,164 -22%
OCFG
242
O'Connor Financial Group
Illinois
$536K +$2.5K +52 +0.5%
RMAM
243
Raab & Moskowitz Asset Management
New Jersey
$514K +$67.4K +1,404 +15%
DAS
244
Dynamic Advisor Solutions
Arizona
$511K -$136K -2,831 -21%
MOS
245
MGO One Seven
Ohio
$510K +$147K +3,072 +41%
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
$507K +$61.1K +1,273 +14%
MWA
247
Merkkuri Wealth Advisors
New York
$502K +$501K +10,439 New
LFA
248
Laraway Financial Advisors
Minnesota
$496K +$5.95K +124 +1%
AWA
249
Acorn Wealth Advisors
Michigan
$495K -$1.15K -24 -0.2%
GM
250
GeoWealth Management
Illinois
$495K +$20.6K +430 +4%