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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
KWM
51
Kingsview Wealth Management
Oregon
$12.6M +$3.2M +65,287 +34%
AAS
52
Avantax Advisory Services
Texas
$12.4M +$2.14M +43,816 +21%
WFS
53
Weitzel Financial Services
Iowa
$12.3M -$139K -2,840 -1%
CCFM
54
Clear Creek Financial Management
Washington
$12.3M +$7.12M +145,506 +141%
FPIS
55
Financial Planning & Information Services
Wisconsin
$12.2M -$1.27M -26,020 -10%
FIA
56
Foundations Investment Advisors
Arizona
$12.1M +$9.77M +199,575 +449%
PAG
57
Private Advisor Group
New Jersey
$11.5M +$794K +16,213 +7%
RA
58
RiverTree Advisors
Florida
$11.4M +$8.62K +176 +0.1%
SFP
59
Sweet Financial Partners
Minnesota
$11.3M -$34.7K -709 -0.3%
AP
60
Atwood & Palmer
Missouri
$11.3M +$868K +17,740 +8%
LRWA
61
Long Run Wealth Advisors
New York
$10.9M +$10.8M +220,618 New
DWM
62
Darwin Wealth Management
Florida
$10.7M -$320K -6,528 -3%
AAS
63
Ameritas Advisory Services
Nebraska
$10.6M +$674K +13,776 +7%
FIBT
64
First International Bank & Trust
North Dakota
$9.66M +$9.57M +195,437 New
MAG
65
MRA Advisory Group
New Jersey
$9.64M +$1.51M +30,944 +19%
KAS
66
Kestra Advisory Services
Texas
$9.51M -$2.87M -58,628 -23%
AssetMark Inc
67
AssetMark Inc
California
$9.35M +$1.32M +26,908 +17%
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$9.08M +$586K +11,970 +7%
MML Investors Services
69
MML Investors Services
Massachusetts
$8.93M -$278K -5,674 -3%
Comerica Bank
70
Comerica Bank
Texas
$8.81M +$212K +4,321 +2%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$8.59M +$95K +1,941 +1%
PP
72
PFS Partners
New Jersey
$8.58M +$254K +5,193 +3%
SPC
73
Sigma Planning Corp
Michigan
$8.52M +$413K +8,439 +5%
BAM
74
Bellevue Asset Management
Washington
$8.33M +$7.45M +152,145 +923%
SWP
75
Stratos Wealth Partners
Ohio
$8.21M +$635K +12,976 +8%