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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
TIA
226
TCFG Investment Advisors
California
$1.14M +$1.15M +22,852 New
Bank of New York Mellon
227
Bank of New York Mellon
New York
$1.11M +$241K +4,810 +28%
SAM
228
Synergy Asset Management
Washington
$1.1M +$1.11M +22,053 New
CWA
229
Crusonia Wealth Advisors
Colorado
$1.06M -$2.71K -54 -0.3%
HA
230
Helium Advisors
Washington
$1.04M +$10.5K +210 +1%
KWS
231
Keystone Wealth Services
California
$1.04M -$115K -2,290 -10%
CF
232
Centaurus Financial
California
$1.02M +$701K +13,973 +211%
SFS
233
Sowell Financial Services
Arkansas
$1.01M -$64.8K -1,292 -6%
WA
234
Win Advisors
Florida
$1M +$1.01M +20,107 New
SW
235
Simplicity Wealth
New Jersey
$998K +$268K +5,352 +36%
BCI
236
Brinker Capital Investments
Pennsylvania
$984K -$50.6K -1,009 -5%
AWA
237
Arkadios Wealth Advisors
Georgia
$965K +$161K +3,204 +20%
AFP
238
Ausdal Financial Partners
Iowa
$930K +$97.1K +1,936 +12%
OIA
239
OneDigital Investment Advisors
Kansas
$920K +$153K +3,043 +20%
AC
240
Avestar Capital
New York
$909K -$119K -2,376 -12%
WWA
241
Wealth Watch Advisors
Colorado
$904K +$49.1K +980 +6%
TPA
242
Trivium Point Advisory
Connecticut
$898K +$904K +18,037 New
FA
243
Faithward Advisors
Pennsylvania
$897K +$68K +1,356 +8%
MQWP
244
Morey & Quinn Wealth Partners
Nebraska
$888K -$1K -20 -0.1%
PTC
245
Private Trust Company
Ohio
$871K -$159K -3,167 -15%
IWM
246
Iams Wealth Management
Nebraska
$871K -$37.5K -748 -4%
CA
247
Calton & Associates
Florida
$865K -$26.6K -530 -3%
BW
248
BostonPremier Wealth
Massachusetts
$854K -$143K -2,856 -14%
TW
249
Towerpoint Wealth
California
$846K +$7.42K +148 +0.9%
EHAM
250
Eagle Harbor Asset Management
Washington
$838K -$9.22K -184 -1%