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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
AWA
26
Aaron Wealth Advisors
Illinois
$30.9M +$487K +9,765 +2%
TC
27
Trilogy Capital
California
$28.6M +$834K +16,726 +3%
PAG
28
Private Advisor Group
New Jersey
$28.3M -$758K -15,207 -3%
HCA
29
Heck Capital Advisors
Wisconsin
$27.9M +$1.57M +31,562 +6%
PFS
30
Prospera Financial Services
Texas
$26.1M -$609K -12,206 -2%
P
31
&Partners
Tennessee
$25.9M +$6.15M +123,379 +31%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$24M +$3.27M +65,567 +16%
WCFA
33
Walkner Condon Financial Advisors
Wisconsin
$23.5M +$1.84M +36,987 +9%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$23.3M -$2.29M -45,890 -9%
LCAM
35
London & Capital Asset Management
United Kingdom
$22.7M +$3.81M +76,353 +20%
BCM
36
Brookstone Capital Management
Illinois
$22.3M -$189K -3,788 -0.8%
Cerity Partners
37
Cerity Partners
New York
$21.1M -$624K -12,505 -3%
SFS
38
Searcy Financial Services
Kansas
$21M -$759K -15,222 -3%
IWA
39
Inspirion Wealth Advisors
Illinois
$20.9M +$1.24M +24,817 +6%
NA
40
NewEdge Advisors
Louisiana
$20.1M +$692K +13,875 +4%
CCA
41
Carrera Capital Advisors
Michigan
$18.6M +$994K +19,927 +6%
KPWS
42
Kestra Private Wealth Services
Texas
$17.6M -$2.64M -52,871 -13%
TPW
43
TL Private Wealth
Texas
$17.4M +$698K +14,004 +4%
TCM
44
TD Capital Management
Tennessee
$17.2M +$1.57M +31,442 +10%
AFA
45
American Financial Advisors
Georgia
$17M -$95K -1,904 -0.6%
FPW
46
Fairvoy Private Wealth
Alabama
$16.7M +$1.05M +21,015 +7%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$16.5M +$684K +13,708 +4%
Truist Financial
48
Truist Financial
North Carolina
$16.3M +$3.43M +68,851 +27%
PA
49
Prism Advisors
California
$15.8M +$255K +5,112 +2%
CCFM
50
Clear Creek Financial Management
Washington
$15.6M -$154K -3,096 -1%