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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
DWM
76
Darwin Wealth Management
Florida
$8.05M -$778K -16,126 -9%
WCA
77
Westover Capital Advisors
Delaware
$7.93M +$685K +14,202 +9%
AI
78
Atria Investments
North Carolina
$7.86M -$373K -7,738 -4%
Mariner
79
Mariner
Kansas
$7.69M +$151K +3,138 +2%
DADC
80
D.A. Davidson & Co
Montana
$7.64M +$14.1K +292 +0.2%
GLA
81
Good Life Advisors
Pennsylvania
$7.41M +$1.09M +22,599 +17%
P3I
82
Progeny 3 Inc
Washington
$7.37M
PP
83
PFS Partners
New Jersey
$7.34M -$467K -9,681 -6%
APWM
84
Atlas Private Wealth Management
New York
$7.3M +$269K +5,571 +4%
BAM
85
Bellevue Asset Management
Washington
$7.02M -$305K -6,331 -4%
AAS
86
Avantax Advisory Services
Texas
$7.01M +$506K +10,496 +8%
MIFH
87
Migdal Insurance & Financial Holdings
Israel
$6.84M -$3.2M -66,307 -31%
MIAN
88
Mariner Independent Advisor Network
Kansas
$6.67M +$337K +6,987 +5%
SWP
89
Stratos Wealth Partners
Ohio
$6.64M +$1.66M +34,369 +32%
GBT
90
Grove Bank & Trust
Florida
$6.51M +$7.77K +161 +0.1%
RWB
91
RMR Wealth Builders
New Jersey
$6.42M +$653K +13,532 +11%
MG
92
Mather Group
Illinois
$6.29M +$6.4M +132,729 New
TA
93
TrueWealth Advisors
Alabama
$6.22M +$752K +15,592 +13%
FAIM
94
Financial Advocates Investment Management
Washington
$6.13M +$72K +1,492 +1%
Citigroup
95
Citigroup
New York
$5.93M -$409K -8,471 -6%
WWP
96
WR Wealth Planners
Missouri
$5.9M -$61K -1,265 -1%
KPWS
97
Kestra Private Wealth Services
Texas
$5.74M +$3.88M +80,372 +197%
IAA
98
Independent Advisor Alliance
North Carolina
$5.66M +$182K +3,774 +3%
KCM
99
Karp Capital Management
California
$5.54M -$6.86M -142,215 -55%
PFS
100
Prospera Financial Services
Texas
$5.43M +$2.48M +51,339 +81%