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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
RWM
326
Raffa Wealth Management
District of Columbia
$130K +$91.8K +1,797 +236%
CWA
327
Clearview Wealth Advisors
Oregon
$126K +$664 +13 +0.5%
SFPG
328
Stonebridge Financial Planning Group
Florida
$115K
BFA
329
Brendel Financial Advisors
New Hampshire
$107K +$107K +2,100 New
PMFA
330
Plante Moran Financial Advisors
Michigan
$97K
BHWM
331
Bay Harbor Wealth Management
Maryland
$83K -$85K -1,665 -51%
SIM
332
Sonora Investment Management
Arizona
$71K +$71.5K +1,400 New
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$64K -$63.8K -1,250 -50%
HIA
334
Harbor Investment Advisory
Maryland
$61K +$11.2K +220 +22%
WT
335
Washington Trust
Rhode Island
$61K +$61.2K +1,199 New
FGAM
336
Financial Gravity Asset Management
Texas
$51K +$51 +1 +2%
PGAM
337
Princeton Global Asset Management
New Jersey
$45K +$45K +881 New
Fidelity Investments
338
Fidelity Investments
Massachusetts
$44K +$43.6K +854 +7,764%
Bank of Montreal
339
Bank of Montreal
Ontario, Canada
$43K +$21.6K +423 +101%
TI
340
tru Independence
Oregon
$40K +$40.2K +787 New
CWP
341
Concord Wealth Partners
Virginia
$39K -$423K -8,287 -92%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$31K +$17.5K +342 +128%
1IA
343
1834 Investment Advisors
Wisconsin
$23K -$523K -10,249 -96%
BEI
344
Benjamin Edwards Inc
Missouri
$17K -$15.6K -305 -47%
M
345
MOTCO
Texas
$15K
AAP
346
Arax Advisory Partners
Colorado
$14K +$13.8K +270 New
WWM
347
Wolff Wiese Magana
California
$11K -$323K -6,325 -97%
SL
348
Savior LLC
Massachusetts
$10K
BU
349
BBVA USA
Alabama
$10K +$9.75K +191 New
HWMA
350
Heritage Wealth Management (Arizona)
Arizona
$9K -$5.11K -100 -36%