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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
CWA
326
Clearview Wealth Advisors
Oregon
$126K +$126K +2,443 New
PMFA
327
Plante Moran Financial Advisors
Michigan
$98K
WEC
328
Winslow Evans & Crocker
Massachusetts
$93K +$93.9K +1,820 New
HNB
329
Huntington National Bank
Ohio
$87K
TAM
330
Tucker Asset Management
Colorado
$81.7K +$81.8K +1,587 New
CFFP
331
Center for Financial Planning
Michigan
$81K +$81.2K +1,575 New
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$67K
EP
333
Eudaimonia Partners
Tennessee
$52K -$5.36K -104 -9%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$51K
CFD
335
Creative Financial Designs
Indiana
$48K +$8.51K +165 +21%
HIA
336
Harbor Investment Advisory
Maryland
$44K +$12.9K +251 +42%
CAAS
337
Capital Asset Advisory Services
Michigan
$40K +$40.2K +780 New
RWM
338
Raffa Wealth Management
District of Columbia
$39.2K -$32.1K -622 -45%
QCG
339
Quadrant Capital Group
Ohio
$35K +$34.8K +675 New
IFAM
340
Institutional & Family Asset Management
Colorado
$30K
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
$22K +$21.7K +420 New
AIC
342
Archer Investment Corporation
Indiana
$18K
S
343
SignatureFD
Georgia
$16K -$2.11K -41 -12%
CCM
344
Covington Capital Management
California
$15K
M
345
MOTCO
Texas
$15K +$15.1K +293 New
AAP
346
Arax Advisory Partners
Colorado
$14K
3LCM
347
3D/L Capital Management
Connecticut
$13K +$12.7M +246,699 New
TFS
348
TrustCore Financial Services
Tennessee
$12K +$8.77K +170 +279%
WPA
349
West Paces Advisors
Georgia
$10K +$10.1K +195 New
SL
350
Savior LLC
Massachusetts
$10K