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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
SIG
251
Sargent Investment Group
Maryland
$489K -$142K -2,945 -23%
SWP
252
Summit Wealth Partners
Florida
$484K +$484K +10,033 New
HA
253
Herold Advisors
New York
$483K +$40K +829 +9%
T
254
Tidemark
California
$477K -$62.3K -1,293 -12%
GM
255
GeoWealth Management
Illinois
$477K +$476K +9,876 New
CIAS
256
Capital Investment Advisory Services
North Carolina
$468K -$2.17K -45 -0.5%
RMAM
257
Raab & Moskowitz Asset Management
New Jersey
$448K +$204K +4,240 +84%
BNP Paribas Financial Markets
258
BNP Paribas Financial Markets
France
$448K -$1.2M -24,793 -73%
CWA
259
Clarus Wealth Advisors
Arizona
$448K +$34.1K +708 +8%
CA
260
Claro Advisors
Massachusetts
$432K -$5.79K -120 -1%
TWM
261
Tanager Wealth Management
United Kingdom
$429K -$25.4K -527 -6%
NB
262
NBT Bank
New York
$425K -$36.7K -761 -8%
CFD
263
Creative Financial Designs
Indiana
$425K +$17.1K +354 +4%
Fisher Asset Management
264
Fisher Asset Management
Washington
$424K +$424K +8,797 New
SPIS
265
Steward Partners Investment Solutions
Oregon
$417K -$112K -2,321 -21%
DAS
266
Diversify Advisory Services
Utah
$413K +$414K +8,593 New
FLI
267
Family Legacy Inc
South Carolina
$412K
AWA
268
Arkadios Wealth Advisors
Georgia
$410K -$117K -2,423 -22%
CWP
269
Core Wealth Partners
California
$401K +$161K +3,349 +68%
P
270
&Partners
Tennessee
$399K +$399K +8,266 New
US Bancorp
271
US Bancorp
Minnesota
$392K -$639K -13,246 -62%
RW
272
Rede Wealth
Virginia
$391K -$34.3K -712 -8%
CCG
273
Capital CS Group
California
$388K -$73.8K -1,530 -16%
SEP
274
Southland Equity Partners
Missouri
$386K -$2.94K -61 -0.8%
CAM
275
Cresset Asset Management
Illinois
$376K