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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
BRWA
76
B. Riley Wealth Advisors
Florida
$534K +$43K +840 +9%
VWM
77
Venturi Wealth Management
Texas
$527K +$528K +10,305 New
CSIC
78
Clifford Swan Investment Counsel
California
$477K +$477K +9,317 New
SG
79
StoneX Group
New York
$456K +$46.1K +899 +11%
NEPWA
80
New England Private Wealth Advisors
Massachusetts
$451K +$3.07K +60 +0.7%
MI
81
Moneywise Inc
Virginia
$451K +$451K +8,806 New
CRWM
82
Castle Rock Wealth Management
California
$444K +$225K +4,396 +103%
IWM
83
IHT Wealth Management
Illinois
$430K -$347K -6,768 -45%
SPC
84
Sigma Planning Corp
Michigan
$415K +$415K +8,107 New
GFPC
85
Global Financial Private Capital
Florida
$395K -$111K -2,172 -22%
OMC
86
Old Mission Capital
Illinois
$382K -$3.28M -64,023 -90%
AWA
87
Acorn Wealth Advisors
Michigan
$379K – – –
LI
88
LVZ Inc
Michigan
$362K +$44.8K +875 +14%
TFA
89
Transamerica Financial Advisors
Florida
$337K +$16.4K +321 +5%
FGAM
90
Financial Gravity Asset Management
Texas
$325K -$16.7K -325 -5%
PGA
91
Premia Global Advisors
Florida
$319K +$300K +5,865 New
CWS
92
Cypress Wealth Services
California
$302K +$302K +5,900 New
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297K +$297K +5,798 New
SPIA
94
Steward Partners Investment Advisory
New York
$272K +$6.87K +134 +3%
M&T Bank
95
M&T Bank
New York
$259K +$46.4K +905 +22%
CA
96
Cetera Advisors
Colorado
$254K +$255K +4,981 New
CCG
97
Chatham Capital Group
Georgia
$251K -$15.4K -300 -6%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$247K +$247K +4,819 New
SS
99
Simplicity Solutions
Minnesota
$242K -$5.33K -104 -2%
TC
100
Telemus Capital
Michigan
$231K +$231K +4,509 New