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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
CRWM
326
Castle Rock Wealth Management
California
$225K – – –
NP
327
Nilsine Partners
Colorado
$222K -$70.4K -1,439 -24%
GCA
328
Genesee Capital Advisors
New York
$222K +$1.91K +39 +0.9%
RIS
329
Retirement Income Solutions
Michigan
$221K +$3.96K +81 +2%
SFG
330
Sovereign Financial Group
Connecticut
$215K -$7.83K -160 -4%
SFS
331
Security Financial Services
Indiana
$210K -$45.9K -938 -18%
TFG
332
Team Financial Group
California
$209K +$207K +4,236 New
BFG
333
Beacon Financial Group
Texas
$209K -$342K -6,990 -62%
T
334
Tidemark
California
$209K +$392 +8 +0.2%
CF
335
Centaurus Financial
California
$207K -$832 -17 -0.4%
LSA
336
Lion Street Advisors
Texas
$206K +$204K +4,162 New
PWS
337
Proactive Wealth Strategies
Georgia
$203K +$201K +4,107 New
US Bancorp
338
US Bancorp
Minnesota
$183K -$114K -2,338 -39%
PB
339
Pinnacle Bancorp
Nebraska
$159K +$29.9K +611 +23%
MIM
340
MTM Investment Management
South Carolina
$152K – – –
JFGIW
341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152K +$151K +3,076 New
Jones Financial Companies
342
Jones Financial Companies
Missouri
$150K +$146K +2,982 +5,141%
BCMLT
343
Beacon Capital Management LLC (Tennessee)
Tennessee
$141K +$98 +2 +0.1%
CPA
344
Clear Point Advisors
New York
$134K +$7.93K +162 +6%
HIA
345
Harbor Investment Advisory
Maryland
$113K – – –
PMFA
346
Plante Moran Financial Advisors
Michigan
$97.1K +$2.54K +52 +3%
RCM
347
Raleigh Capital Management
North Carolina
$94.3K +$979 +20 +1%
TAM
348
Tucker Asset Management
Colorado
$94.3K -$16.6K -339 -15%
OIA
349
Optimum Investment Advisors
Illinois
$93.9K – – –
WI
350
Wintrust Investments
Illinois
$85K -$715K -14,612 -89%