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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
GIA
226
Gladstone Institutional Advisory
Florida
$675K -$71.6K -1,463 -10%
1W
227
1776 Wealth
Georgia
$670K – – –
TA
228
TFB Advisors
Kansas
$657K +$79K +1,613 +14%
IWM
229
IHT Wealth Management
Illinois
$657K -$47.3K -966 -7%
RJT
230
Raymond James Trust
Florida
$643K -$2.2K -45 -0.3%
BPA
231
Beacon Pointe Advisors
California
$639K -$24.2K -495 -4%
GRP
232
Global Retirement Partners
California
$635K +$27.8K +567 +5%
HW
233
Hamilton Wealth
California
$632K +$626K +12,784 New
MMA
234
Miracle Mile Advisors
California
$625K -$9.13M -186,586 -94%
NCM
235
Narwhal Capital Management
Georgia
$622K +$4.06K +83 +0.7%
Creative Planning
236
Creative Planning
Kansas
$604K -$294K -6,011 -33%
FFN
237
Focus Financial Network
Minnesota
$599K -$10.2K -209 -2%
SAM
238
SignalPoint Asset Management
Missouri
$599K -$409K -8,346 -41%
MWM
239
Mattern Wealth Management
Kansas
$593K – – –
RA
240
RFG Advisory
Alabama
$591K -$57.9K -1,182 -9%
BAM
241
Belpointe Asset Management
Nevada
$590K -$43.8K -894 -7%
AWA
242
Arkadios Wealth Advisors
Georgia
$590K +$80.3K +1,641 +16%
EHAM
243
Eagle Harbor Asset Management
Washington
$582K +$18.4K +375 +3%
VFG
244
Valley Financial Group
Pennsylvania
$580K – – –
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$579K -$13.7K -279 -2%
IIL
246
Insight Inv LLC
California
$578K +$73.4K +1,500 +15%
HA
247
Herold Advisors
New York
$557K +$62.9K +1,286 +13%
OCFG
248
O'Connor Financial Group
Illinois
$557K +$5.33K +109 +1%
AWA
249
Acorn Wealth Advisors
Michigan
$539K +$29K +593 +6%
WWM
250
Western Wealth Management
Colorado
$536K +$220K +4,501 +71%