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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
Baird Financial Group
26
Baird Financial Group
Wisconsin
$19.6M -$14.1M -291,047 -42%
SCA
27
Snowden Capital Advisors
New York
$19M +$514K +10,590 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$18.8M +$4.37M +90,016 +30%
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$18.5M +$482K +9,928 +3%
KAS
30
Kestra Advisory Services
Texas
$18.2M -$25.8K -532 -0.1%
NA
31
NewEdge Advisors
Louisiana
$18.1M +$2.97M +61,086 +19%
TPW
32
TL Private Wealth
Texas
$17.3M -$872K -17,952 -5%
OWP
33
Obermeyer Wealth Partners
Colorado
$16.2M +$151K +3,103 +0.9%
IWA
34
Inspirion Wealth Advisors
Illinois
$15.9M +$229K +4,716 +1%
HI
35
Harbour Investments
Wisconsin
$15.4M +$15.5M +318,878 New
WFS
36
Weitzel Financial Services
Iowa
$15.3M +$4.49M +92,418 +41%
CAG
37
Csenge Advisory Group
Florida
$13.9M +$68.8K +1,416 +0.5%
SWM
38
Stockman Wealth Management
Montana
$13.5M -$43M -885,934 -76%
EFL
39
ERn Financial LLC
Wisconsin
$13.4M +$1.65M +34,032 +14%
CCM
40
Condor Capital Management
New Jersey
$13.2M -$238K -4,898 -2%
PAG
41
Private Advisor Group
New Jersey
$13M -$4.69M -96,558 -26%
AWS
42
Atria Wealth Solutions
New York
$12.9M -$4.65M -95,789 -26%
JP Morgan Chase
43
JP Morgan Chase
New York
$12.7M -$1.78M -36,676 -12%
TCM
44
TD Capital Management
Tennessee
$12.6M -$818K -16,841 -6%
KCM
45
Karp Capital Management
California
$12.5M -$126K -2,603 -1%
LPT
46
Legacy Private Trust
Wisconsin
$12.4M +$12.4M +256,177 New
W
47
WealthOne
New York
$12.1M -$367K -7,556 -3%
PA
48
Prism Advisors
California
$11.9M -$422K -8,693 -3%
SWA
49
Stratos Wealth Advisors
Ohio
$11.1M -$399K -8,207 -3%
3LCM
50
3D/L Capital Management
Connecticut
$11M -$204K -4,197 -2%