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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
PIA
301
Pinion Investment Advisors
Kansas
$267K – – –
GWSG
302
GPS Wealth Strategies Group
Colorado
$266K +$7.67K +159 +3%
WC
303
Waterloo Capital
Texas
$264K -$40.7K -845 -13%
LSA
304
Lion Street Advisors
Texas
$262K – – –
LNC
305
Lincoln National Corp
Pennsylvania
$262K -$123K -2,555 -32%
EL
306
Essex LLC
Illinois
$262K – – –
CA
307
Cambridge Advisors
Nebraska
$254K +$627 +13 +0.2%
KIG
308
Kowal Investment Group
Wisconsin
$251K +$2.8K +58 +1%
TWM
309
Trueblood Wealth Management
Ohio
$250K – – –
NWM
310
Northwest Wealth Management
Iowa
$244K -$104K -2,156 -30%
ACMA
311
Arbor Capital Management (Alaska)
Alaska
$244K -$771 -16 -0.3%
EWM
312
EPG Wealth Management
Georgia
$242K +$9.98K +207 +4%
CCB
313
Cutter & Co Brokerage
Missouri
$236K +$1.01K +21 +0.4%
JIP
314
Jaffetilchin Investment Partners
Florida
$236K +$2.56K +53 +1%
MSAM
315
Moloney Securities Asset Management
Missouri
$234K +$234K +4,853 New
AIC
316
Archer Investment Corporation
Indiana
$228K -$80.3K -1,665 -26%
SSWM
317
Sheets Smith Wealth Management
North Carolina
$227K – – –
TSS
318
Two Sigma Securities
New York
$224K +$224K +4,638 New
OFS
319
OneAscent Financial Services
Alabama
$223K -$2.36K -49 -1%
SFG
320
Sovereign Financial Group
Connecticut
$221K -$11.1K -230 -5%
CRWM
321
Castle Rock Wealth Management
California
$219K -$22.3K -462 -9%
MWM
322
Maripau Wealth Management
Indiana
$212K -$530 -11 -0.2%
Thrivent Financial for Lutherans
323
Thrivent Financial for Lutherans
Minnesota
$205K +$205K +4,257 New
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$203K +$34.6K +717 +21%
MIM
325
MTM Investment Management
South Carolina
$149K – – –