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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
PA
51
Prism Advisors
California
$15.5M +$304K +6,065 +2%
OWP
52
Obermeyer Wealth Partners
Colorado
$15.2M -$1.02M -20,322 -6%
IA
53
IFP Advisors
Florida
$14.7M -$589K -11,749 -4%
CFS
54
Commonwealth Financial Services
West Virginia
$14.6M +$14.5M +289,982 +7,162%
CSIC
55
Clifford Swan Investment Counsel
California
$14.5M -$568K -11,332 -4%
SAM
56
Secure Asset Management
Michigan
$13.8M +$1.28M +25,435 +10%
WFS
57
Weitzel Financial Services
Iowa
$13M +$693K +13,816 +6%
KAS
58
Kestra Advisory Services
Texas
$13M -$545K -10,868 -4%
Truist Financial
59
Truist Financial
North Carolina
$12.9M +$846K +16,871 +7%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$12.7M +$12.6M +250,784 +5,029%
AWC
61
Adamsbrown Wealth Consultants
Kansas
$12.6M +$1.45M +28,975 +13%
CWA
62
Centennial Wealth Advisory
Michigan
$12.5M +$5.98M +119,195 +90%
CF
63
Carter Financial
California
$11.9M +$1.56M +31,039 +15%
FIA
64
Foundations Investment Advisors
Arizona
$11.9M -$277K -5,531 -2%
PSCM
65
Per Stirling Capital Management
Texas
$11.7M +$3.33M +66,414 +39%
GWM
66
Geneos Wealth Management
Colorado
$11.7M +$1.81M +36,106 +18%
RWA
67
Redhawk Wealth Advisors
Minnesota
$11.3M +$1.16M +23,102 +11%
PP
68
PFS Partners
New Jersey
$11.2M +$254K +5,058 +2%
MML Investors Services
69
MML Investors Services
Massachusetts
$10.8M -$460K -9,177 -4%
PBF
70
Petix & Botte Financial
California
$10.6M -$5.98M -119,288 -53%
GBT
71
Grove Bank & Trust
Florida
$10.4M +$588K +11,727 +6%
WB
72
WesBanco Bank
West Virginia
$10.3M +$3.4M +67,765 +49%
AIP
73
Ameritas Investment Partners
Nebraska
$10.1M +$295K +5,881 +3%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$9.77M +$9.83M +196,111 New
BAM
75
Bellevue Asset Management
Washington
$9.65M +$124K +2,471 +1%