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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
SWP
76
Stratos Wealth Partners
Ohio
$7.14M -$325K -6,737 -4%
FF
77
Friedenthal Financial
New Jersey
$6.82M +$4.39M +91,023 +181%
SIM
78
SSI Investment Management
California
$6.74M +$15.5K +321 +0.2%
LA
79
LexAurum Advisors
Kansas
$6.7M -$107K -2,228 -2%
AssetMark Inc
80
AssetMark Inc
California
$6.63M +$1.63M +33,750 +33%
EC
81
EdgeRock Capital
Colorado
$6.56M +$13.6K +282 +0.2%
MWAM
82
Manhattan West Asset Management
California
$6.47M +$882K +18,294 +16%
IAA
83
Independent Advisor Alliance
North Carolina
$6.41M +$912K +18,923 +17%
TAM
84
TCP Asset Management
Ohio
$6.17M +$1.49M +30,825 +32%
AIP
85
Ameritas Investment Partners
Nebraska
$6.11M +$421K +8,723 +7%
GBT
86
Grove Bank & Trust
Florida
$6.05M +$534K +11,075 +10%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$5.88M -$934K -19,374 -14%
DADC
88
D.A. Davidson & Co
Montana
$5.88M +$410K +8,501 +8%
AWS
89
Atria Wealth Solutions
New York
$5.71M -$370K -7,668 -6%
LCM
90
Lunt Capital Management
Utah
$5.63M +$252K +5,236 +5%
PFG
91
Prosperity Financial Group
California
$5.38M +$5.38M +111,555 New
VWA
92
Visionary Wealth Advisors
Illinois
$5.3M +$137K +2,840 +3%
Citigroup
93
Citigroup
New York
$5.06M +$699K +14,508 +16%
AFA
94
Alpha Financial Advisors
North Carolina
$4.54M +$75.5K +1,565 +2%
CCFM
95
Clear Creek Financial Management
Washington
$4.49M +$1.09M +22,708 +32%
IWC
96
Integrated Wealth Concepts
Massachusetts
$4.31M -$1.08M -22,468 -20%
SCA
97
Snowden Capital Advisors
New York
$4.31M -$1.14M -23,551 -21%
MFG
98
Midwest Financial Group
Kansas
$4.26M -$33.7K -698 -0.8%
MIFH
99
Migdal Insurance & Financial Holdings
Israel
$3.92M +$139K +2,890 +4%
IWM
100
Iams Wealth Management
Nebraska
$3.6M +$253K +5,253 +8%