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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
$22.5M +$373K +7,541 +2%
MYIA
27
Mount Yale Investment Advisors
Colorado
$22.4M +$22.2M +449,405 New
BCM
28
Brookstone Capital Management
Illinois
$21.6M -$374K -7,553 -2%
Cerity Partners
29
Cerity Partners
New York
$21.5M +$1.23M +24,782 +6%
IWA
30
Inspirion Wealth Advisors
Illinois
$21M +$108K +2,188 +0.5%
HIS
31
Harvest Investment Services
Illinois
$21M -$1.35M -27,352 -6%
SFS
32
Searcy Financial Services
Kansas
$20.3M +$598K +12,081 +3%
P
33
&Partners
Tennessee
$19.1M +$1.15M +23,264 +6%
IWC
34
Integrated Wealth Concepts
Massachusetts
$18.2M +$2.02M +40,739 +13%
AWA
35
Aaron Wealth Advisors
Illinois
$17.4M -$349K -7,060 -2%
SI
36
Stephens Inc
Arkansas
$17.4M +$226K +4,564 +1%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$17.1M -$113K -2,273 -0.7%
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$16.9M +$1.63M +32,853 +11%
AFA
39
American Financial Advisors
Georgia
$16.8M -$187K -3,768 -1%
TPW
40
TL Private Wealth
Texas
$16.4M +$1.48M +29,884 +10%
CSIC
41
Clifford Swan Investment Counsel
California
$16.3M +$1.02M +20,642 +7%
KPWS
42
Kestra Private Wealth Services
Texas
$15.8M -$799K -16,144 -5%
FEG
43
Financial Enhancement Group
Indiana
$15.4M -$2.95M -59,506 -16%
GWM
44
Geneos Wealth Management
Colorado
$15.3M +$107K +2,156 +0.7%
NA
45
NewEdge Advisors
Louisiana
$15.2M -$188K -3,796 -1%
OWP
46
Obermeyer Wealth Partners
Colorado
$15.2M +$334K +6,753 +2%
TCM
47
TD Capital Management
Tennessee
$15.2M -$232K -4,684 -2%
AssetMark Inc
48
AssetMark Inc
California
$14.8M +$2.25M +45,470 +18%
FPW
49
Fairvoy Private Wealth
Alabama
$14.6M -$908K -18,348 -6%
PAG
50
Private Advisor Group
New Jersey
$14.3M +$1.23M +24,894 +10%