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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
NWM
326
Northwest Wealth Management
Iowa
$205K -$38.7K -806 -16%
CF
327
Centaurus Financial
California
$203K -$1.23M -25,716 -86%
T
328
Tidemark
California
$203K -$272K -5,670 -57%
PNC Financial Services Group
329
PNC Financial Services Group
Pennsylvania
$199K -$2.83K -59 -1%
ZB
330
Zions Bancorporation
Utah
$192K +$192K +4,000 New
IGWM
331
ICA Group Wealth Management
Colorado
$190K -$509K -10,594 -73%
MIM
332
MTM Investment Management
South Carolina
$149K
BCMLT
333
Beacon Capital Management LLC (Tennessee)
Tennessee
$137K -$4.99K -104 -4%
PB
334
Pinnacle Bancorp
Nebraska
$126K -$3.36K -70 -3%
CPA
335
Clear Point Advisors
New York
$123K +$1.3K +27 +1%
HIA
336
Harbor Investment Advisory
Maryland
$110K +$1.25K +26 +1%
TAM
337
Tucker Asset Management
Colorado
$108K +$22.2K +463 +26%
Bank of Montreal
338
Bank of Montreal
Ontario, Canada
$103K -$1.3M -27,074 -93%
RWMG
339
Redwood Wealth Management Group
New Jersey
$103K +$103K +2,141 New
PMFA
340
Plante Moran Financial Advisors
Michigan
$91.9K
OIA
341
Optimum Investment Advisors
Illinois
$91.3K
RCM
342
Raleigh Capital Management
North Carolina
$90.8K -$1.82K -38 -2%
FCA
343
FinTrust Capital Advisors
South Carolina
$84.8K -$12K -250 -12%
AF
344
Advisornet Financial
Minnesota
$78K +$40.7K +848 +109%
DFA
345
DHJJ Financial Advisors
Illinois
$65.3K -$3.36K -70 -5%
William Blair & Company
346
William Blair & Company
Illinois
$64.2K -$3.12K -65 -5%
RWM
347
Raffa Wealth Management
District of Columbia
$63.7K +$6.86K +143 +12%
GI
348
GAMMA Investing
California
$62.4K +$62.3K +1,298 New
GJWM
349
Gilliland Jeter Wealth Management
Arkansas
$61.8K +$144 +3 +0.2%
WT
350
Washington Trust
Rhode Island
$57.6K