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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
HI
26
Harbour Investments
Wisconsin
$28.6M +$28.8M +561,089 New
SWM
27
Stockman Wealth Management
Montana
$26.6M +$22.2M +432,666 +489%
PAG
28
Private Advisor Group
New Jersey
$26.1M +$6.83M +132,948 +35%
VCM
29
Vivaldi Capital Management
Illinois
$24.1M +$24.3M +472,157 New
AFA
30
American Financial Advisors
Georgia
$23.6M +$4.04M +78,642 +20%
LBD
31
Landsberg Bennett & Dubbaneh
Florida
$23.6M +$3.81M +74,182 +19%
SPIA
32
Steward Partners Investment Advisory
New York
$23.3M +$6.25M +121,624 +36%
SWM
33
Spire Wealth Management
Virginia
$18.8M +$19M +369,204 New
KAS
34
Kestra Advisory Services
Texas
$17.8M -$4.52M -88,008 -20%
AIM
35
Astor Investment Management
Illinois
$17M -$958K -18,642 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$16.8M -$5.65M -109,961 -25%
6M
37
6 Meridian
Kansas
$16.6M +$1.79M +34,841 +12%
AP
38
Agilis Partners
Massachusetts
$16.5M -$1.91M -37,259 -10%
CAG
39
Csenge Advisory Group
Florida
$15.6M +$441K +8,577 +3%
SCA
40
Snowden Capital Advisors
New York
$15.4M +$6.89M +134,121 +80%
TPW
41
TL Private Wealth
Texas
$15.4M +$2.21M +42,966 +17%
CCG
42
Cypress Capital Group
Florida
$14.6M +$2.22M +43,245 +18%
DWM
43
Darwin Wealth Management
Florida
$14.6M +$2.03M +39,569 +16%
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$14.5M -$314K -6,116 -2%
SWA
45
Stratos Wealth Advisors
Ohio
$13.9M +$2.64M +51,394 +23%
HighTower Advisors
46
HighTower Advisors
Illinois
$13.5M +$1.59M +30,875 +13%
TCM
47
TD Capital Management
Tennessee
$13.2M -$563K -10,952 -4%
QWM
48
Quaker Wealth Management
New Jersey
$13.1M +$13.2M +256,007 New
CPA
49
Clear Perspective Advisors
Illinois
$13.1M +$13.1M +255,735 New
CCM
50
Condor Capital Management
New Jersey
$12.8M +$264K +5,137 +2%