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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
CAAS
101
Capital Asset Advisory Services
Michigan
$619K +$618K +12,132 New
SPIA
102
Steward Partners Investment Advisory
New York
$595K +$320K +6,293 +117%
CA
103
Cetera Advisors
Colorado
$594K +$207K +4,073 +54%
PAS
104
Partnervest Advisory Services
California
$585K +$584K +11,459 New
WS
105
Wedbush Securities
California
$575K +$1.22K +24 +0.2%
SI
106
Stephens Inc
Arkansas
$554K -$7.13K -140 -1%
ACM
107
Allred Capital Management
Texas
$544K +$543K +10,671 New
SG
108
StoneX Group
New York
$532K +$51.1K +1,004 +11%
1IA
109
1834 Investment Advisors
Wisconsin
$530K -$11.1K -218 -2%
SCM
110
Smith Capital Management
Arkansas
$511K +$509K +10,000 New
JIP
111
Jaffetilchin Investment Partners
Florida
$484K -$4.23K -83 -0.9%
NFG
112
Next Financial Group
Texas
$472K +$471K +9,244 New
NEPWA
113
New England Private Wealth Advisors
Massachusetts
$456K +$3.16K +62 +0.7%
SPC
114
Sigma Planning Corp
Michigan
$446K -$7.69K -151 -2%
BWCS
115
Beirne Wealth Consulting Services
Connecticut
$435K +$434K +8,517 New
Bank of New York Mellon
116
Bank of New York Mellon
New York
$403K +$133K +2,612 +50%
AF
117
Allworth Financial
California
$398K +$397K +7,797 New
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$396K +$87.1K +1,710 +28%
HFS
119
HL Financial Services
Kentucky
$394K -$613K -12,029 -61%
CAM
120
Concorde Asset Management
Michigan
$388K -$60.7K -1,192 -14%
VWM
121
Venturi Wealth Management
Texas
$386K -$140K -2,755 -27%
RJT
122
Raymond James Trust
Florida
$365K
TW
123
Towerpoint Wealth
California
$362K +$361K +7,089 New
VAG
124
VisionPoint Advisory Group
Texas
$352K +$351K +6,886 New
AFA
125
American Financial Advisors
Georgia
$338K +$337K +6,624 New