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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
$29.1M +$1.98M +39,466 +7%
TC
27
Trilogy Capital
California
$27.8M +$3.37M +67,264 +14%
PFS
28
Prospera Financial Services
Texas
$26.7M +$5.12M +102,114 +23%
HCA
29
Heck Capital Advisors
Wisconsin
$26.3M -$141K -2,809 -0.5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$25.6M -$1.97M -39,274 -7%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$24.1M +$4.67M +93,202 +24%
BCM
32
Brookstone Capital Management
Illinois
$22.5M -$5.01K -100 -0%
IWC
33
Integrated Wealth Concepts
Massachusetts
$22.3M +$6.29M +125,467 +39%
SFS
34
Searcy Financial Services
Kansas
$21.8M +$748K +14,917 +4%
Cerity Partners
35
Cerity Partners
New York
$21.7M +$32.2K +643 +0.1%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$21.7M +$696K +13,892 +3%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$20.8M -$7.22M -143,946 -26%
KPWS
38
Kestra Private Wealth Services
Texas
$20.2M +$1.47M +29,361 +8%
P
39
&Partners
Tennessee
$19.8M -$287K -5,727 -1%
IWA
40
Inspirion Wealth Advisors
Illinois
$19.7M -$636K -12,692 -3%
NA
41
NewEdge Advisors
Louisiana
$19.4M +$3.45M +68,753 +21%
LCAM
42
London & Capital Asset Management
United Kingdom
$18.9M +$834K +16,633 +5%
IAA
43
Independent Advisor Alliance
North Carolina
$18.7M +$13.4M +266,550 +246%
CCA
44
Carrera Capital Advisors
Michigan
$17.6M +$8.25M +164,463 +87%
AFA
45
American Financial Advisors
Georgia
$17.1M -$45.7K -912 -0.3%
TPW
46
TL Private Wealth
Texas
$16.9M +$216K +4,306 +1%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$15.9M +$221K +4,401 +1%
CCFM
48
Clear Creek Financial Management
Washington
$15.8M +$1.12M +22,353 +8%
FPW
49
Fairvoy Private Wealth
Alabama
$15.7M +$842K +16,785 +6%
TCM
50
TD Capital Management
Tennessee
$15.7M +$380K +7,575 +2%