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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
GRP
251
Global Retirement Partners
California
$517K +$55K +1,141 +12%
MSFS
252
Main Street Financial Solutions
Pennsylvania
$513K -$610K -12,647 -54%
SEP
253
Southland Equity Partners
Missouri
$503K -$2.85K -59 -0.6%
BCMLT
254
Beacon Capital Management LLC (Tennessee)
Tennessee
$491K -$41K -850 -8%
CA
255
Continuum Advisory
Idaho
$491K +$184K +3,817 +58%
HFP
256
Holistic Financial Partners
Indiana
$485K -$8.01K -166 -2%
Cerity Partners
257
Cerity Partners
New York
$483K -$206K -4,275 -30%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$476K -$13K -269 -3%
BBA
259
Braun-Bostich & Associates
Pennsylvania
$473K -$285K -5,910 -37%
PTP
260
Platform Technology Partners
New York
$473K -$4.68K -97 -1%
MWM
261
Maripau Wealth Management
Indiana
$463K +$124K +2,562 +35%
CWM
262
Cornerstone Wealth Management
Missouri
$462K -$7.67K -159 -2%
EWM
263
EPG Wealth Management
Georgia
$460K -$98.6K -2,044 -17%
NWM
264
Northwest Wealth Management
Iowa
$459K -$58.5K -1,213 -11%
AWM
265
Apollon Wealth Management
South Carolina
$459K -$32.3K -670 -6%
SFS
266
Security Financial Services
Indiana
$458K +$137K +2,835 +41%
FPIS
267
Financial Planning & Information Services
Wisconsin
$448K +$457K +9,463 New
CFA
268
Compass Financial Advisors
Indiana
$447K -$31.9K -661 -7%
GWSG
269
GPS Wealth Strategies Group
Colorado
$447K +$41.6K +862 +10%
OBWG
270
Onyx Bridge Wealth Group
New York
$433K +$443K +9,177 New
OA
271
Oxbow Advisors
Texas
$427K
TA
272
TruWealth Advisors
Louisiana
$427K +$12.2K +252 +3%
JIP
273
Jaffetilchin Investment Partners
Florida
$418K +$208K +4,305 +95%
CFD
274
Creative Financial Designs
Indiana
$409K +$5.93K +123 +1%
FLI
275
Family Legacy Inc
South Carolina
$408K +$1.01K +21 +0.2%