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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
GM
251
GeoWealth Management
Illinois
$533K +$23.7K +485 +5%
RMAM
252
Raab & Moskowitz Asset Management
New Jersey
$528K +$49 +1 +0%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$517K -$59.9K -1,223 -10%
MWA
254
Merkkuri Wealth Advisors
New York
$513K -$2.94K -60 -0.6%
CFD
255
Creative Financial Designs
Indiana
$508K +$28.9K +591 +6%
SIG
256
Sargent Investment Group
Maryland
$500K -$138K -2,810 -22%
LFA
257
Laraway Financial Advisors
Minnesota
$481K -$29.2K -596 -6%
CCM
258
Chiron Capital Management
Florida
$472K – – –
AWA
259
Arete Wealth Advisors
Illinois
$471K -$2.62M -53,498 -85%
DAS
260
Dynamic Advisor Solutions
Arizona
$470K -$54.8K -1,119 -11%
PFA
261
Pinnacle Family Advisors
Missouri
$470K +$19.1K +391 +4%
CWA
262
Centennial Wealth Advisory
Michigan
$465K -$1.97M -40,273 -81%
SWP
263
Summit Wealth Partners
Florida
$465K -$4.01K -82 -0.9%
TNBTD
264
Trustmark National Bank Trust Department
Mississippi
$461K +$245K +5,000 +116%
RSWM
265
Robertson Stephens Wealth Management
California
$455K +$136K +2,774 +43%
NB
266
NBT Bank
New York
$455K +$36.1K +737 +9%
MOS
267
MGO One Seven
Ohio
$440K -$83.9K -1,715 -16%
TWM
268
Tanager Wealth Management
United Kingdom
$439K – – –
SW
269
Simplicity Wealth
New Jersey
$439K -$13.4K -274 -3%
CA
270
Claro Advisors
Massachusetts
$426K -$2.1K -43 -0.5%
DTC
271
Davidson Trust Company
Washington
$423K +$419K +8,561 New
FLI
272
Family Legacy Inc
South Carolina
$422K – – –
CB
273
Chris Bulman
California
$415K +$368K +7,510 +841%
CWA
274
Clarus Wealth Advisors
Arizona
$412K -$3.23K -66 -0.8%
MI
275
Moneywise Inc
Virginia
$410K -$363K -7,423 -47%