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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
BFG
351
Beacon Financial Group
Texas
$206K
CRWM
352
Castle Rock Wealth Management
California
$206K -$19K -389 -8%
GM
353
GeoWealth Management
Illinois
$205K -$321K -6,581 -61%
NG
354
Novem Group
New York
$203K +$204K +4,167 New
LSA
355
Lion Street Advisors
Texas
$203K
PB
356
Pinnacle Bancorp
Nebraska
$160K +$3.42K +70 +2%
MIM
357
MTM Investment Management
South Carolina
$151K
BCMLT
358
Beacon Capital Management LLC (Tennessee)
Tennessee
$140K +$928 +19 +0.7%
TAM
359
Tucker Asset Management
Colorado
$136K +$43.2K +884 +46%
HIA
360
Harbor Investment Advisory
Maryland
$134K +$22.4K +459 +20%
MIM
361
Marshall Investment Management
Colorado
$131K +$130K +2,658 New
HIW
362
Holos Integrated Wealth
Pennsylvania
$127K +$128K +2,614 New
KIM
363
Kestra Investment Management
Texas
$127K +$127K +2,609 New
SIM
364
Synergy Investment Management
Florida
$116K +$117K +2,391 New
OIA
365
Optimum Investment Advisors
Illinois
$92.5K
RCM
366
Raleigh Capital Management
North Carolina
$91.8K -$1.07K -22 -1%
RAM
367
Riggs Asset Management
Pennsylvania
$87.1K +$12.2K +250 +16%
AF
368
Advisornet Financial
Minnesota
$81.1K
WI
369
Wintrust Investments
Illinois
$81K -$2.54K -52 -3%
MWA
370
Medallion Wealth Advisors
Connecticut
$75.8K +$76K +1,555 New
GI
371
GAMMA Investing
California
$68.3K +$5.18K +106 +8%
RWM
372
Raffa Wealth Management
District of Columbia
$64.5K
William Blair & Company
373
William Blair & Company
Illinois
$58.9K -$21K -429 -26%
WT
374
Washington Trust
Rhode Island
$58.4K
EWM
375
EPG Wealth Management
Georgia
$56.1K -$11.9K -244 -17%