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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
GFG
351
Grantvest Financial Group
New Jersey
$276K +$278K +5,551 New
HIW
352
Holos Integrated Wealth
Pennsylvania
$275K +$51.7K +1,031 +23%
RGF
353
Retirement Guys Formula
Ohio
$273K +$11.7K +233 +4%
TAM
354
Titleist Asset Management
Texas
$266K +$30.6K +611 +13%
BWP
355
Balboa Wealth Partners
Arizona
$265K +$8.52K +170 +3%
JIP
356
Jaffetilchin Investment Partners
Florida
$264K -$48.4K -965 -15%
CCG
357
Cypress Capital Group
Florida
$264K -$687K -13,700 -72%
AA
358
Ancora Advisors
Ohio
$263K – – –
VT
359
Vise Technologies
New York
$254K – – –
NG
360
Novem Group
New York
$253K +$255K +5,083 New
EL
361
Essex LLC
Illinois
$253K – – –
T
362
Tidemark
California
$247K +$351 +7 +0.1%
ACM
363
Alessandra Capital Management
California
$244K +$246K +4,900 New
WC
364
Waterloo Capital
Texas
$244K – – –
SIS
365
Sound Income Strategies
Florida
$238K -$13.3K -266 -5%
RWB
366
RMR Wealth Builders
New Jersey
$236K -$4.26K -85 -2%
TWM
367
Trueblood Wealth Management
Ohio
$236K +$902 +18 +0.4%
GCA
368
Genesee Capital Advisors
New York
$235K +$2K +40 +0.9%
TWM
369
TRB Wealth Management
Texas
$235K +$237K +4,721 New
DWP
370
Daymark Wealth Partners
Ohio
$233K – – –
GVAG
371
Great Valley Advisor Group
Delaware
$229K +$230K +4,595 New
TA
372
TrueWealth Advisors
Alabama
$228K -$61.1K -1,218 -21%
OAM
373
Occidental Asset Management
California
$225K +$227K +4,524 New
Koshinski Asset Management
374
Koshinski Asset Management
Illinois
$225K -$25.7K -513 -10%
MWM
375
Mosley Wealth Management
California
$223K +$1.75K +35 +0.8%