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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
CPA
226
Clear Point Advisors
New York
$967K +$967K +19,347 New
CW
227
CreativeOne Wealth
Kansas
$965K +$80.9K +1,619 +9%
CCG
228
Cypress Capital Group
Florida
$950K -$917K -18,350 -49%
IWM
229
Iams Wealth Management
Nebraska
$911K -$942K -18,842 -51%
CA
230
Calton & Associates
Florida
$894K +$97.5K +1,951 +12%
MQWP
231
Morey & Quinn Wealth Partners
Nebraska
$892K +$1.3K +26 +0.1%
WPW
232
Waldron Private Wealth
Pennsylvania
$874K +$874K +17,486 New
Bank of New York Mellon
233
Bank of New York Mellon
New York
$870K -$1.27M -25,384 -59%
MCM
234
MAI Capital Management
Ohio
$865K +$309K +6,186 +56%
EFG
235
Embree Financial Group
Illinois
$861K +$861K +17,215 New
WWA
236
Wealth Watch Advisors
Colorado
$858K +$34.3K +687 +4%
EHAM
237
Eagle Harbor Asset Management
Washington
$850K +$1.05K +21 +0.1%
TW
238
Towerpoint Wealth
California
$841K -$47.2K -944 -5%
AFP
239
Ausdal Financial Partners
Iowa
$836K -$37.9K -758 -4%
SW
240
StrongBox Wealth
Missouri
$834K +$10K +200 +1%
FA
241
Faithward Advisors
Pennsylvania
$832K -$55.7K -1,114 -6%
FMTC
242
Farmers & Merchants Trust Company
California
$825K -$181K -3,619 -18%
CPIA
243
Cornell Pochily Investment Advisors
New York
$819K -$405K -8,105 -33%
GRP
244
Global Retirement Partners
California
$817K +$22.2K +444 +3%
WIA
245
World Investment Advisors
California
$815K +$380K +7,592 +87%
AWA
246
Arkadios Wealth Advisors
Georgia
$808K -$57.7K -1,155 -7%
PSFG
247
Park Square Financial Group
Georgia
$807K -$286K -5,713 -26%
AG
248
Ascent Group
Virginia
$806K +$259K +5,174 +47%
OIA
249
OneDigital Investment Advisors
Kansas
$771K -$67K -1,340 -8%
HW
250
Hamilton Wealth
California
$749K -$109K -2,180 -13%