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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
NWM
251
Northwest Wealth Management
Iowa
$535K +$52.7K +1,064 +11%
AWA
252
Acorn Wealth Advisors
Michigan
$526K +$82.1K +1,658 +18%
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$520K +$22.4K +453 +4%
DAS
254
Dynamic Advisor Solutions
Arizona
$520K +$161K +3,255 +44%
GWSG
255
GPS Wealth Strategies Group
Colorado
$516K -$792K -15,987 -60%
Koshinski Asset Management
256
Koshinski Asset Management
Illinois
$507K -$6.59K -133 -1%
PTP
257
Platform Technology Partners
New York
$504K -$63.7K -1,287 -11%
CWM
258
Cornerstone Wealth Management
Missouri
$504K +$495 +10 +0.1%
GRP
259
Global Retirement Partners
California
$497K +$506K +10,213 New
NWMG
260
National Wealth Management Group
Ohio
$497K +$30.8K +621 +7%
CS
261
Credit Suisse
Switzerland
$484K +$151K +3,040 +44%
PA
262
PFG Advisors
Arizona
$472K +$77.7K +1,569 +19%
CFA
263
Compass Financial Advisors
Indiana
$465K +$76.3K +1,540 +19%
AWM
264
Apollon Wealth Management
South Carolina
$447K -$153K -3,094 -25%
OA
265
Oxbow Advisors
Texas
$441K
KCFA
266
Key Client Fiduciary Advisors
New Jersey
$439K -$74.3K -1,500 -14%
SWM
267
SeaCrest Wealth Management
New York
$436K
MWM
268
Maripau Wealth Management
Indiana
$431K +$439K +8,858 New
TA
269
TruWealth Advisors
Louisiana
$429K
USCWA
270
U.S. Capital Wealth Advisors
Texas
$425K +$44.6K +900 +12%
FLI
271
Family Legacy Inc
South Carolina
$423K
OIA
272
OneDigital Investment Advisors
Kansas
$419K -$97.1K -1,960 -19%
CRWM
273
Castle Rock Wealth Management
California
$411K
SMC
274
Smith, Moore & Co
Missouri
$401K +$347 +7 +0.1%
SWAG
275
Spectrum Wealth Advisory Group
California
$391K -$699K -14,116 -64%