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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
WT
351
Washington Trust
Rhode Island
$60K – – –
CWA
352
Clearview Wealth Advisors
Oregon
$57K -$67.2K -1,337 -54%
APC
353
Aspire Private Capital
North Carolina
$49K -$45.2K -900 -48%
RDIA
354
RE Dickinson Investment Advisors
Iowa
$46K +$46.1K +917 New
PGAM
355
Princeton Global Asset Management
New Jersey
$44K +$151 +3 +0.3%
PA
356
PSI Advisors
Florida
$31K +$1.21K +24 +4%
MAM
357
Meeder Asset Management
Ohio
$27K +$27.3K +544 +18,133%
SAM
358
Strategic Asset Management
Minnesota
$25K – – –
AIP
359
Ahrens Investment Partners
Louisiana
$25K +$25.1K +500 New
TRCT
360
Tower Research Capital (TRC)
New York
$20K +$20K +397 New
S
361
SignatureFD
Georgia
$20K +$20.1K +400 New
AF
362
Allworth Financial
California
$18K -$373K -7,428 -95%
ACM
363
Antonetti Capital Management
Florida
$17K -$13.1K -260 -43%
MTWM
364
Masso Torrence Wealth Management
New Jersey
$15K +$15.1K +300 New
CCM
365
Covington Capital Management
California
$14K -$7.59K -151 -34%
SSB
366
Sandy Spring Bank
Maryland
$14K +$14.5K +288 New
BEI
367
Benjamin Edwards Inc
Missouri
$12K -$5.18K -103 -30%
PCA
368
Providence Capital Advisors
North Carolina
$10K +$10.6K +210 New
OC
369
Oakworth Capital
Alabama
$9K +$8.75K +174 New
RFA
370
Reilly Financial Advisors
California
$8K – – –
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$8K +$7.89K +157 New
FRA
372
Front Row Advisors
California
$4K – – –
WT
373
Whittier Trust
California
$4K – – –
1IA
374
1834 Investment Advisors
Wisconsin
$3K -$13.6K -270 -84%
Bessemer Group
375
Bessemer Group
New Jersey
$3K – – –