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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
PAG
26
Private Advisor Group
New Jersey
$27.2M +$12.9M +258,642 +90%
HCA
27
Heck Capital Advisors
Wisconsin
$26.6M +$2.06M +41,144 +8%
HI
28
Harbour Investments
Wisconsin
$26.4M +$2.26M +45,303 +9%
TC
29
Trilogy Capital
California
$24.5M +$135K +2,708 +0.6%
AWA
30
Aaron Wealth Advisors
Illinois
$22.9M +$5.41M +108,212 +31%
BCM
31
Brookstone Capital Management
Illinois
$22.6M +$929K +18,576 +4%
Cerity Partners
32
Cerity Partners
New York
$21.7M +$155K +3,105 +0.7%
PFS
33
Prospera Financial Services
Texas
$21.7M -$815K -16,309 -4%
SFS
34
Searcy Financial Services
Kansas
$21.1M +$737K +14,742 +4%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$21M +$4.03M +80,543 +24%
IWA
36
Inspirion Wealth Advisors
Illinois
$20.4M -$815K -16,298 -4%
P
37
&Partners
Tennessee
$20.2M +$950K +19,004 +5%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$19.5M +$2.34M +46,801 +14%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$19.1M +$6.75M +135,081 +55%
KPWS
40
Kestra Private Wealth Services
Texas
$18.8M +$2.98M +59,519 +19%
LCAM
41
London & Capital Asset Management
United Kingdom
$18.1M +$18.1M +362,799 New
SI
42
Stephens Inc
Arkansas
$17.9M +$478K +9,555 +3%
AFA
43
American Financial Advisors
Georgia
$17.2M +$361K +7,227 +2%
MYIA
44
Mount Yale Investment Advisors
Colorado
$16.8M -$5.67M -113,329 -25%
TPW
45
TL Private Wealth
Texas
$16.7M +$222K +4,436 +1%
Mariner
46
Mariner
Kansas
$16.5M +$3.15M +63,056 +24%
OWP
47
Obermeyer Wealth Partners
Colorado
$16.3M +$949K +18,980 +6%
IWC
48
Integrated Wealth Concepts
Massachusetts
$16.1M -$2.22M -44,466 -12%
NA
49
NewEdge Advisors
Louisiana
$16M +$745K +14,906 +5%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$15.7M +$2.97M +59,371 +23%