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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
JJBC
101
James J. Burns & Company
New York
$3.72M +$34.7K +733 +1%
FAM
102
Flaharty Asset Management
Florida
$3.65M -$130K -2,750 -4%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$3.62M +$852K +17,976 +32%
CCFM
104
Clear Creek Financial Management
Washington
$3.4M -$7.5M -158,176 -69%
WWP
105
WR Wealth Planners
Missouri
$3.39M -$23.4K -494 -0.7%
IWM
106
Iams Wealth Management
Nebraska
$3.37M -$293K -6,182 -8%
MFG
107
Mainsail Financial Group
Washington
$3.26M +$132K +2,793 +4%
DWMS
108
Dominguez Wealth Management Solutions
Virginia
$3.06M -$1.97M -41,596 -40%
KA
109
Kure Advisory
Minnesota
$3.01M +$2.95M +62,210 New
PAS
110
Park Avenue Securities
New York
$2.91M +$1.02M +21,524 +56%
VCM
111
Vivaldi Capital Management
Illinois
$2.88M -$1.19M -25,038 -29%
CCA
112
Cottonwood Capital Advisors
Utah
$2.86M -$270K -5,705 -9%
BFM
113
Boston Financial Management
Massachusetts
$2.84M +$2.79M +58,757 New
AC
114
AIFG Consultants
New York
$2.79M +$1.74M +36,625 +174%
PCIA
115
Prime Capital Investment Advisors
Kansas
$2.75M -$149K -3,150 -5%
FIA
116
Foundations Investment Advisors
Arizona
$2.7M -$337K -7,111 -11%
KWS
117
Keystone Wealth Services
California
$2.69M +$301K +6,345 +13%
NW
118
NewEdge Wealth
Pennsylvania
$2.69M -$717K -15,117 -21%
SAM
119
SignalPoint Asset Management
Missouri
$2.67M -$181K -3,819 -6%
RIA
120
Regal Investment Advisors
Michigan
$2.67M -$51.7K -1,091 -2%
DC
121
Davenport & Co
Virginia
$2.63M -$260K -5,490 -9%
JP Morgan Chase
122
JP Morgan Chase
New York
$2.54M +$2.39M +50,421 +2,428%
GLA
123
Good Life Advisors
Pennsylvania
$2.52M -$184K -3,885 -7%
VCM
124
Virtue Capital Management
Tennessee
$2.49M -$47K -992 -2%
DWP
125
Destiny Wealth Partners
Florida
$2.47M -$83.5K -1,761 -3%