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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
SWA
51
Stratos Wealth Advisors
Ohio
$10.5M -$549K -11,605 -5%
IA
52
IFP Advisors
Florida
$10.1M -$821K -17,361 -8%
William Blair & Company
53
William Blair & Company
Illinois
$10.1M -$15.5M -328,090 -61%
MML Investors Services
54
MML Investors Services
Massachusetts
$9.99M +$529K +11,183 +6%
VCM
55
Vivaldi Capital Management
Illinois
$9.98M +$701K +14,824 +8%
TGAM
56
TBH Global Asset Management
Tennessee
$9.94M -$307K -6,485 -3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$9.83M +$782K +16,534 +9%
AWS
58
Atria Wealth Solutions
New York
$9.8M -$2.92M -61,740 -23%
SPC
59
Sigma Planning Corp
Michigan
$9.57M +$373K +7,886 +4%
RA
60
RiverTree Advisors
Florida
$9.16M -$4.01M -84,729 -30%
SIM
61
SSI Investment Management
California
$9.14M -$13.2K -280 -0.1%
KPWS
62
Kestra Private Wealth Services
Texas
$9.01M +$3.25M +68,783 +57%
CA
63
CoreCap Advisors
Michigan
$8.91M -$16.1K -340 -0.2%
AAS
64
Avantax Advisory Services
Texas
$8.52M +$1.5M +31,648 +21%
WS
65
Wedbush Securities
California
$8.11M -$5.08M -107,375 -39%
MMA
66
Miracle Mile Advisors
California
$7.94M +$6.63M +140,218 +515%
HGWM
67
Harvest Group Wealth Management
Massachusetts
$7.89M -$548K -11,591 -7%
WAM
68
WealthTrust Asset Management
Florida
$7.87M -$1.74M -36,901 -18%
GLA
69
Good Life Advisors
Pennsylvania
$7.8M +$381K +8,058 +5%
DADC
70
D.A. Davidson & Co
Montana
$7.7M +$47.9K +1,013 +0.6%
PSCM
71
Per Stirling Capital Management
Texas
$7.62M +$7.6M +160,738 New
WCA
72
Westover Capital Advisors
Delaware
$7.57M -$369K -7,796 -5%
PP
73
PFS Partners
New Jersey
$7.29M -$59.1K -1,251 -0.8%
KWM
74
Kingsview Wealth Management
Oregon
$7.16M +$3.06M +64,656 +75%
APWM
75
Atlas Private Wealth Management
New York
$7.13M -$183K -3,876 -3%