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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
GWSG
301
GPS Wealth Strategies Group
Colorado
$259K -$68.3K -1,440 -21%
CA
302
Cambridge Advisors
Nebraska
$254K -$117K -2,467 -32%
TWM
303
Trueblood Wealth Management
Ohio
$251K +$246K +5,191 New
KIG
304
Kowal Investment Group
Wisconsin
$249K -$56.3K -1,188 -19%
ACMA
305
Arbor Capital Management (Alaska)
Alaska
$246K -$6.02K -127 -2%
CRWM
306
Castle Rock Wealth Management
California
$244K -$76.9K -1,622 -24%
RMAM
307
Raab & Moskowitz Asset Management
New Jersey
$244K -$47 -1 -0%
CWP
308
Core Wealth Partners
California
$240K +$235K +4,958 New
CCB
309
Cutter & Co Brokerage
Missouri
$236K +$1.09K +23 +0.5%
JIP
310
Jaffetilchin Investment Partners
Florida
$234K +$2.89K +61 +1%
SFG
311
Sovereign Financial Group
Connecticut
$233K -$25.7K -543 -10%
LFG
312
Larson Financial Group
Missouri
$232K -$1.94K -41 -0.8%
EWM
313
EPG Wealth Management
Georgia
$231K +$3.41K +72 +2%
SSWM
314
Sheets Smith Wealth Management
North Carolina
$227K -$94.8K -2,000 -30%
OFS
315
OneAscent Financial Services
Alabama
$226K +$15.8K +334 +8%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$225K +$32.2K +679 +17%
SS
317
Simplicity Solutions
Minnesota
$218K -$10K -211 -4%
MWM
318
Maripau Wealth Management
Indiana
$213K -$7.02K -148 -3%
DWP
319
Daymark Wealth Partners
Ohio
$210K -$63.5K -1,340 -24%
SFP
320
Strategic Financial Partners
Oregon
$206K -$3.6K -76 -2%
ACA
321
Ascension Capital Advisors
Texas
$206K -$1.12M -23,722 -85%
WP
322
WealthSource Partners
California
$202K -$46.9K -990 -19%
BEI
323
Benjamin Edwards Inc
Missouri
$180K +$165K +3,472 +1,406%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$168K
BCMLT
325
Beacon Capital Management LLC (Tennessee)
Tennessee
$164K -$35.5K -749 -18%