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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
SPIA
26
Steward Partners Investment Advisory
New York
$25.7M +$1.59M +31,396 +7%
LBD
27
Landsberg Bennett & Dubbaneh
Florida
$23.9M -$649K -12,794 -3%
PAG
28
Private Advisor Group
New Jersey
$23.1M -$8.39M -165,368 -27%
CPA
29
Clear Perspective Advisors
Illinois
$21.5M +$6.53M +128,748 +43%
IWA
30
Inspirion Wealth Advisors
Illinois
$21.1M -$7.44M -146,594 -26%
VCM
31
Vivaldi Capital Management
Illinois
$21M -$863K -17,005 -4%
HI
32
Harbour Investments
Wisconsin
$20.9M +$1.69M +33,268 +9%
SWM
33
Spire Wealth Management
Virginia
$20M +$2.18M +42,925 +12%
HSA
34
HBK Sorce Advisory
Pennsylvania
$19.3M -$5.19M -102,239 -21%
CAN
35
Cetera Advisor Networks
California
$18.6M +$747K +14,726 +4%
CCG
36
Cypress Capital Group
Florida
$18.1M +$692K +13,629 +4%
SCA
37
Snowden Capital Advisors
New York
$17.8M +$3.13M +61,605 +21%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$17.6M +$420K +8,267 +2%
AIM
39
Astor Investment Management
Illinois
$17.5M -$198K -3,905 -1%
HGWM
40
Harvest Group Wealth Management
Massachusetts
$17.3M +$4.35M +85,644 +33%
JP Morgan Chase
41
JP Morgan Chase
New York
$17.1M -$408K -8,046 -2%
KAS
42
Kestra Advisory Services
Texas
$17M -$2.49M -49,073 -13%
PBF
43
Petix & Botte Financial
California
$16.9M +$10M +197,093 +144%
TPW
44
TL Private Wealth
Texas
$16.9M +$1.16M +22,856 +7%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$16.7M +$745K +14,674 +5%
DWM
46
Darwin Wealth Management
Florida
$16.2M +$43.6K +859 +0.3%
CAG
47
Csenge Advisory Group
Florida
$16.2M +$419K +8,263 +3%
VBFG
48
Vishria Bird Financial Group
Tennessee
$15.9M +$9.81M +193,232 +158%
MIAN
49
Mariner Independent Advisor Network
Kansas
$15.8M +$7.08M +139,498 +81%
TCM
50
TD Capital Management
Tennessee
$15.1M +$180K +3,549 +1%