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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
PFS
26
Prospera Financial Services
Texas
$21.8M -$3.43M -70,075 -14%
BCM
27
Brookstone Capital Management
Illinois
$21.8M +$187K +3,817 +0.9%
IWA
28
Inspirion Wealth Advisors
Illinois
$20.8M +$499K +10,192 +2%
Cerity Partners
29
Cerity Partners
New York
$20.1M +$124K +2,524 +0.6%
SFS
30
Searcy Financial Services
Kansas
$19.5M +$248K +5,058 +1%
FEG
31
Financial Enhancement Group
Indiana
$18.1M -$6.27M -128,060 -26%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$17.9M +$9.07M +185,184 +104%
P
33
&Partners
Tennessee
$17.8M +$8.49M +173,505 +92%
AWA
34
Aaron Wealth Advisors
Illinois
$17.6M +$234K +4,770 +1%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$17M -$1.81K -37 -0%
SI
36
Stephens Inc
Arkansas
$17M -$1.33M -27,077 -7%
AFA
37
American Financial Advisors
Georgia
$16.8M -$121K -2,469 -0.7%
KPWS
38
Kestra Private Wealth Services
Texas
$16.4M +$1.23M +25,071 +8%
IWC
39
Integrated Wealth Concepts
Massachusetts
$16M +$692K +14,143 +5%
AAS
40
Avantax Advisory Services
Texas
$15.8M +$881K +18,003 +6%
FPW
41
Fairvoy Private Wealth
Alabama
$15.4M +$271K +5,532 +2%
TCM
42
TD Capital Management
Tennessee
$15.3M -$79.9K -1,633 -0.5%
NA
43
NewEdge Advisors
Louisiana
$15.3M +$1M +20,491 +7%
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$15.1M +$1.39M +28,492 +10%
CSIC
45
Clifford Swan Investment Counsel
California
$15.1M -$137K -2,792 -0.9%
GWM
46
Geneos Wealth Management
Colorado
$15.1M -$5.98M -122,111 -29%
OWP
47
Obermeyer Wealth Partners
Colorado
$14.7M +$12.3K +252 +0.1%
TPW
48
TL Private Wealth
Texas
$14.6M -$196K -3,995 -1%
PBF
49
Petix & Botte Financial
California
$13.7M -$881K -18,006 -6%
Mariner
50
Mariner
Kansas
$13.3M +$321K +6,562 +2%