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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
Bank of New York Mellon
226
Bank of New York Mellon
New York
$1.11M +$241K +4,810 +28%
SAM
227
Synergy Asset Management
Washington
$1.1M +$1.11M +22,053 New
CWA
228
Crusonia Wealth Advisors
Colorado
$1.06M -$2.71K -54 -0.3%
HA
229
Helium Advisors
Washington
$1.04M +$10.5K +210 +1%
KWS
230
Keystone Wealth Services
California
$1.04M -$115K -2,290 -10%
CF
231
Centaurus Financial
California
$1.02M +$701K +13,973 +211%
SFS
232
Sowell Financial Services
Arkansas
$1.01M -$64.8K -1,292 -6%
WA
233
Win Advisors
Florida
$1M +$1.01M +20,107 New
SW
234
Simplicity Wealth
New Jersey
$998K +$268K +5,352 +36%
BCI
235
Brinker Capital Investments
Pennsylvania
$984K -$50.6K -1,009 -5%
AWA
236
Arkadios Wealth Advisors
Georgia
$965K +$161K +3,204 +20%
AFP
237
Ausdal Financial Partners
Iowa
$930K +$97.1K +1,936 +12%
OIA
238
OneDigital Investment Advisors
Kansas
$920K +$153K +3,043 +20%
AC
239
Avestar Capital
New York
$909K -$119K -2,376 -12%
WWA
240
Wealth Watch Advisors
Colorado
$904K +$49.1K +980 +6%
TPA
241
Trivium Point Advisory
Connecticut
$898K +$904K +18,037 New
FA
242
Faithward Advisors
Pennsylvania
$897K +$68K +1,356 +8%
MQWP
243
Morey & Quinn Wealth Partners
Nebraska
$888K -$1K -20 -0.1%
PTC
244
Private Trust Company
Ohio
$871K -$159K -3,167 -15%
IWM
245
Iams Wealth Management
Nebraska
$871K -$37.5K -748 -4%
CA
246
Calton & Associates
Florida
$865K -$26.6K -530 -3%
BW
247
BostonPremier Wealth
Massachusetts
$854K -$143K -2,856 -14%
TW
248
Towerpoint Wealth
California
$846K +$7.42K +148 +0.9%
EHAM
249
Eagle Harbor Asset Management
Washington
$838K -$9.22K -184 -1%
FMTC
250
Farmers & Merchants Trust Company
California
$822K