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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
SPC
76
Sigma Planning Corp
Michigan
$8.13M -$9.45M -190,844 -53%
DADC
77
D.A. Davidson & Co
Montana
$8.04M +$1.07M +21,634 +15%
P3I
78
Progeny 3 Inc
Washington
$7.62M
GLA
79
Good Life Advisors
Pennsylvania
$7.62M +$237K +4,789 +3%
WCA
80
Westover Capital Advisors
Delaware
$7.52M +$7.61M +153,630 New
APWM
81
Atlas Private Wealth Management
New York
$7.33M +$41.7K +843 +0.6%
BAM
82
Bellevue Asset Management
Washington
$6.92M +$241K +4,860 +4%
HW
83
Hedeker Wealth
Illinois
$6.92M +$7M +141,288 New
GBT
84
Grove Bank & Trust
Florida
$6.8M -$474K -9,579 -6%
HCA
85
Heck Capital Advisors
Wisconsin
$6.64M +$45.1K +910 +0.7%
MW
86
Marks Wealth
Maryland
$6.54M +$858K +17,327 +15%
AAS
87
Avantax Advisory Services
Texas
$6.46M -$160K -3,227 -2%
Citigroup
88
Citigroup
New York
$6.29M +$651K +13,137 +11%
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$6.26M +$3.59M +72,468 +131%
KFGK
90
Keystone Financial Group (Kentucky)
Kentucky
$6.16M +$6.23M +125,830 New
RWB
91
RMR Wealth Builders
New Jersey
$6.14M +$525K +10,607 +9%
MF
92
Manchester Financial
California
$6.12M -$5.22M -105,363 -46%
AWA
93
ARQ Wealth Advisors
Arizona
$5.87M +$378K +7,642 +7%
WWP
94
WR Wealth Planners
Missouri
$5.66M +$5.72M +115,540 New
FAIM
95
Financial Advocates Investment Management
Washington
$5.41M -$416K -8,407 -7%
ASN
96
Advisory Services Network
Georgia
$5.14M -$571K -11,525 -10%
SIM
97
SSI Investment Management
California
$5.13M -$1.87M -37,677 -26%
LA
98
LexAurum Advisors
Kansas
$5.03M -$480K -9,694 -9%
CCA
99
Cottonwood Capital Advisors
Utah
$4.99M +$189K +3,811 +4%
PFS
100
Prospera Financial Services
Texas
$4.95M -$239K -4,818 -5%