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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
PA
326
Parallel Advisors
California
$311K +$92.9K +1,858 +43%
LFAS
327
Level Four Advisory Services
Texas
$307K +$74K +1,481 +32%
SAW
328
Signal Advisors Wealth
Michigan
$301K -$23.2K -464 -7%
AIC
329
Archer Investment Corporation
Indiana
$300K -$1.95K -39 -0.6%
LSPW
330
Lake Street Private Wealth
Illinois
$297K +$20.9K +419 +8%
LC
331
Luminist Capital
Michigan
$297K
KWA
332
Kingswood Wealth Advisors
California
$293K +$80.3K +1,606 +38%
TA
333
TrueWealth Advisors
Alabama
$290K +$10.4K +209 +4%
MAS
334
MPWM Advisory Solutions
Georgia
$287K
BHBT
335
Burke & Herbert Bank & Trust
Virginia
$287K +$287K +5,748 New
SWM
336
Spire Wealth Management
Virginia
$287K +$41.8K +837 +17%
MWA
337
Merkkuri Wealth Advisors
New York
$286K -$8.3K -166 -3%
RF
338
Rossby Financial
Florida
$279K +$2.4K +48 +0.9%
AA
339
Ancora Advisors
Ohio
$264K
RGF
340
Retirement Guys Formula
Ohio
$262K +$550 +11 +0.2%
BWP
341
Balboa Wealth Partners
Arizona
$257K +$257K +5,141 New
VT
342
Vise Technologies
New York
$254K +$254K +5,090 New
EL
343
Essex LLC
Illinois
$254K
SIS
344
Sound Income Strategies
Florida
$253K +$252K +5,033 New
Koshinski Asset Management
345
Koshinski Asset Management
Illinois
$251K -$42.1K -842 -14%
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$249K +$249K +4,987 New
T
347
Tidemark
California
$247K -$1.95K -39 -0.8%
WC
348
Waterloo Capital
Texas
$245K -$100 -2 -0%
Ameriprise
349
Ameriprise
Minnesota
$243K -$273K -5,462 -53%
RWB
350
RMR Wealth Builders
New Jersey
$242K