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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
IWC
51
Integrated Wealth Concepts
Massachusetts
$13.1M +$677K +13,864 +5%
NA
52
NewEdge Advisors
Louisiana
$13.1M +$134K +2,751 +1%
Truist Financial
53
Truist Financial
North Carolina
$12.7M +$107K +2,200 +0.9%
TC
54
TAP Consulting
Missouri
$12.4M -$174K -3,555 -1%
AWA
55
Aaron Wealth Advisors
Illinois
$12.3M -$768K -15,730 -6%
FIA
56
Foundations Investment Advisors
Arizona
$12.3M +$434K +8,890 +4%
WFS
57
Weitzel Financial Services
Iowa
$12.3M +$164K +3,354 +1%
FEG
58
Financial Enhancement Group
Indiana
$12.2M -$9.3M -190,285 -43%
Mariner
59
Mariner
Kansas
$12M +$11.1M +226,335 +1,068%
FPW
60
Fairvoy Private Wealth
Alabama
$11.8M +$11.8M +241,984 New
KWM
61
Kingsview Wealth Management
Oregon
$11.1M -$1.3M -26,614 -10%
EE
62
EWG Elevate
California
$11.1M -$6.34M -129,824 -36%
Renaissance Technologies
63
Renaissance Technologies
New York
$11.1M +$3.54M +72,500 +47%
RA
64
RiverTree Advisors
Florida
$11M -$196K -4,019 -2%
LRWA
65
Long Run Wealth Advisors
New York
$11M +$252K +5,150 +2%
PP
66
PFS Partners
New Jersey
$10.3M +$1.91M +39,035 +22%
FIBT
67
First International Bank & Trust
North Dakota
$10.3M +$760K +15,551 +8%
AAS
68
Ameritas Advisory Services
Nebraska
$10.1M -$422K -8,647 -4%
MAG
69
MRA Advisory Group
New Jersey
$9.79M +$301K +6,159 +3%
AssetMark Inc
70
AssetMark Inc
California
$9.74M +$537K +10,998 +6%
KAS
71
Kestra Advisory Services
Texas
$9.32M -$51K -1,044 -0.5%
MML Investors Services
72
MML Investors Services
Massachusetts
$9.3M +$507K +10,384 +6%
DWM
73
Darwin Wealth Management
Florida
$9.17M -$1.38M -28,161 -13%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$9.01M +$553K +11,321 +7%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$8.96M +$21.6K +443 +0.2%