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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
WWP
101
WR Wealth Planners
Missouri
$3.5M +$113K +2,353 +3%
SOS
102
Silver Oak Securities
Tennessee
$3.48M -$335K -6,941 -9%
BFM
103
Boston Financial Management
Massachusetts
$3.29M +$459K +9,515 +16%
DWMS
104
Dominguez Wealth Management Solutions
Virginia
$3.16M +$104K +2,152 +3%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$3.16M -$459K -9,513 -13%
ASN
106
Advisory Services Network
Georgia
$3.13M +$986K +20,442 +46%
KWS
107
Keystone Wealth Services
California
$2.93M +$238K +4,943 +9%
AWA
108
Arete Wealth Advisors
Illinois
$2.89M +$465K +9,639 +19%
VCM
109
Vivaldi Capital Management
Illinois
$2.89M +$2.8K +58 +0.1%
VCM
110
Virtue Capital Management
Tennessee
$2.83M +$367K +7,606 +15%
TB
111
Treynor Bancshares
Iowa
$2.83M +$1.08M +22,344 +62%
UCFA
112
United Capital Financial Advisors
Texas
$2.82M -$2.01M -41,597 -42%
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$2.81M +$2.82M +58,505 New
GLA
114
Good Life Advisors
Pennsylvania
$2.69M +$173K +3,592 +7%
PCIA
115
Prime Capital Investment Advisors
Kansas
$2.65M -$93.7K -1,944 -3%
DC
116
Davenport & Co
Virginia
$2.62M -$11.6K -240 -0.4%
FAM
117
Flaharty Asset Management
Florida
$2.61M -$1.04M -21,470 -28%
WS
118
Wedbush Securities
California
$2.6M +$168K +3,479 +7%
NW
119
NewEdge Wealth
Pennsylvania
$2.6M -$54.8K -1,137 -2%
MFG
120
Mainsail Financial Group
Washington
$2.59M -$662K -13,737 -20%
CCA
121
Cottonwood Capital Advisors
Utah
$2.55M -$274K -5,675 -10%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$2.54M -$2.61M -54,142 -51%
DWP
123
Destiny Wealth Partners
Florida
$2.39M -$70.9K -1,470 -3%
AI
124
Atria Investments
North Carolina
$2.34M +$262K +5,424 +13%
CWA
125
Centennial Wealth Advisory
Michigan
$2.34M +$404K +8,380 +21%