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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
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$13.7M +$7.81M +159,873 +134%
Truist Financial
52
Truist Financial
North Carolina
$13.2M +$346K +7,090 +3%
AI
53
Atria Investments
North Carolina
$13.1M -$142K -2,915 -1%
Mariner
54
Mariner
Kansas
$12.9M +$750K +15,351 +6%
FIA
55
Foundations Investment Advisors
Arizona
$12.4M -$21.6K -443 -0.2%
WFS
56
Weitzel Financial Services
Iowa
$12.3M
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$12.3M +$5.93M +121,372 +95%
LRWA
58
Long Run Wealth Advisors
New York
$11.8M +$697K +14,271 +6%
KAS
59
Kestra Advisory Services
Texas
$11.6M +$2.16M +44,175 +23%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$11.2M -$3.52M -72,097 -24%
AssetMark Inc
61
AssetMark Inc
California
$11.1M +$1.27M +25,999 +13%
FIBT
62
First International Bank & Trust
North Dakota
$11M +$601K +12,297 +6%
PP
63
PFS Partners
New Jersey
$10.6M +$185K +3,788 +2%
MAG
64
MRA Advisory Group
New Jersey
$10.4M +$498K +10,197 +5%
MML Investors Services
65
MML Investors Services
Massachusetts
$10M +$633K +12,954 +7%
EE
66
EWG Elevate
California
$10M -$1.2M -24,555 -11%
SAM
67
Secure Asset Management
Michigan
$9.99M +$4.06M +83,074 +69%
KWM
68
Kingsview Wealth Management
Oregon
$9.74M -$1.49M -30,409 -13%
AAS
69
Ameritas Advisory Services
Nebraska
$9.63M -$501K -10,248 -5%
CCFM
70
Clear Creek Financial Management
Washington
$9.57M -$4.06M -83,190 -30%
Comerica Bank
71
Comerica Bank
Texas
$9.5M +$1.13M +23,203 +14%
P
72
&Partners
Tennessee
$9.38M +$4.19M +85,796 +84%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$9.32M +$212K +4,329 +2%
DWM
74
Darwin Wealth Management
Florida
$9.17M
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$8.94M -$113K -2,303 -1%