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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
CAC
326
Certified Advisory Corp
Florida
$313K +$38.3K +766 +14%
PA
327
Parallel Advisors
California
$311K +$92.9K +1,858 +43%
LFAS
328
Level Four Advisory Services
Texas
$307K +$74K +1,481 +32%
SAW
329
Signal Advisors Wealth
Michigan
$301K -$23.2K -464 -7%
AIC
330
Archer Investment Corporation
Indiana
$300K -$1.95K -39 -0.6%
LSPW
331
Lake Street Private Wealth
Illinois
$297K +$20.9K +419 +8%
LC
332
Luminist Capital
Michigan
$297K – – –
KWA
333
Kingswood Wealth Advisors
California
$293K +$80.3K +1,606 +38%
TA
334
TrueWealth Advisors
Alabama
$290K +$10.4K +209 +4%
MAS
335
MPWM Advisory Solutions
Georgia
$287K – – –
BHBT
336
Burke & Herbert Bank & Trust
Virginia
$287K +$287K +5,748 New
SWM
337
Spire Wealth Management
Virginia
$287K +$41.8K +837 +17%
MWA
338
Merkkuri Wealth Advisors
New York
$286K -$8.3K -166 -3%
RF
339
Rossby Financial
Florida
$279K +$2.4K +48 +0.9%
AA
340
Ancora Advisors
Ohio
$264K – – –
RGF
341
Retirement Guys Formula
Ohio
$262K +$550 +11 +0.2%
BWP
342
Balboa Wealth Partners
Arizona
$257K +$257K +5,141 New
VT
343
Vise Technologies
New York
$254K +$254K +5,090 New
EL
344
Essex LLC
Illinois
$254K – – –
SIS
345
Sound Income Strategies
Florida
$253K +$252K +5,033 New
Koshinski Asset Management
346
Koshinski Asset Management
Illinois
$251K -$42.1K -842 -14%
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$249K +$249K +4,987 New
T
348
Tidemark
California
$247K -$1.95K -39 -0.8%
WC
349
Waterloo Capital
Texas
$245K -$100 -2 -0%
Ameriprise
350
Ameriprise
Minnesota
$243K -$273K -5,462 -53%