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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
101
Stratos Wealth Partners
Ohio
$4.83M +$550K +11,109 +13%
BRWM
102
B. Riley Wealth Management
Tennessee
$4.72M -$597K -12,049 -11%
ACA
103
Ascension Capital Advisors
Texas
$4.61M -$504K -10,177 -10%
IAA
104
Independent Advisor Alliance
North Carolina
$4.58M +$793K +16,020 +21%
AW
105
ACG Wealth
Georgia
$4.57M -$140K -2,828 -3%
DC
106
Davenport & Co
Virginia
$4.56M +$496K +10,006 +12%
LCWP
107
Legacy Capital Wealth Partners
Arkansas
$4.44M +$290K +5,859 +7%
SPIA
108
Steward Partners Investment Advisory
New York
$4.19M -$1.66M -33,544 -28%
APA
109
American Portfolios Advisors
New York
$4.16M +$283K +5,716 +7%
KWM
110
Kingsview Wealth Management
Oregon
$4.1M -$401K -8,098 -9%
RW
111
Rede Wealth
Virginia
$4.05M -$83.1K -1,679 -2%
US Bancorp
112
US Bancorp
Minnesota
$4.02M +$38.6K +779 +1%
TA
113
TrueWealth Advisors
Alabama
$4.01M
CWM
114
Cranbrook Wealth Management
Michigan
$4M +$2.77K +56 +0.1%
DWP
115
Destiny Wealth Partners
Florida
$3.94M -$40.4K -815 -1%
WE
116
Wealth Effects
Massachusetts
$3.92M -$61.7K -1,245 -2%
OC
117
Oppenheimer & Co
New York
$3.86M +$1.42M +28,648 +57%
LNC
118
Lincoln National Corp
Pennsylvania
$3.82M -$1.29M -26,091 -25%
TCM
119
Triumph Capital Management
Colorado
$3.77M +$1.54M +31,113 +68%
LWAC
120
Laurel Wealth Advisors (California)
California
$3.74M -$397K -8,016 -9%
TB
121
Treynor Bancshares
Iowa
$3.73M -$107K -2,153 -3%
CA
122
Cetera Advisors
Colorado
$3.73M +$792K +15,991 +27%
CPIA
123
Cornell Pochily Investment Advisors
New York
$3.72M -$812K -16,393 -18%
VBFG
124
Vishria Bird Financial Group
Tennessee
$3.51M -$13.3M -269,101 -79%
CPIG
125
Chicago Partners Investment Group
Illinois
$3.46M +$48.2K +974 +1%