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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
SPIA
101
Steward Partners Investment Advisory
New York
$5.64M +$3.73M +76,441 +194%
BW
102
BostonPremier Wealth
Massachusetts
$5.6M +$5.62M +115,133 New
MFG
103
Mainsail Financial Group
Washington
$5.54M +$379K +7,753 +7%
TCM
104
Triumph Capital Management
Colorado
$5.19M +$3.18M +65,024 +157%
ATPW
105
Ashton Thomas Private Wealth
Arizona
$5.18M +$1.42M +29,111 +38%
FHC
106
First Heartland Consultants
Missouri
$5.08M +$5.1M +104,391 New
SOS
107
Silver Oak Securities
Tennessee
$4.98M +$389K +7,960 +8%
P
108
&Partners
Tennessee
$4.95M +$3.9M +79,923 +365%
SIM
109
SSI Investment Management
California
$4.87M -$1.84M -37,598 -27%
JP Morgan Chase
110
JP Morgan Chase
New York
$4.75M -$1.35M -27,557 -22%
AWC
111
Adamsbrown Wealth Consultants
Kansas
$4.73M +$4.75M +97,257 New
SCA
112
Snowden Capital Advisors
New York
$4.67M +$97.7K +2,001 +2%
AFA
113
Alpha Financial Advisors
North Carolina
$4.6M -$2.44K -50 -0.1%
MWAM
114
Manhattan West Asset Management
California
$4.56M -$1.29M -26,507 -22%
MFG
115
Midwest Financial Group
Kansas
$4.48M +$32.1K +658 +0.7%
JJBC
116
James J. Burns & Company
New York
$4.43M +$84.7K +1,733 +2%
VWA
117
Visionary Wealth Advisors
Illinois
$4.41M -$1.22M -24,896 -22%
BFM
118
Boston Financial Management
Massachusetts
$4.23M +$194K +3,964 +5%
BBA
119
Braun-Bostich & Associates
Pennsylvania
$4.1M +$185K +3,781 +5%
MIFH
120
Migdal Insurance & Financial Holdings
Israel
$4.01M +$53.6K +1,098 +1%
WWP
121
WR Wealth Planners
Missouri
$3.89M -$635 -13 -0%
BEI
122
Benjamin Edwards Inc
Missouri
$3.85M +$453K +9,280 +13%
CFFP
123
Center for Financial Planning
Michigan
$3.76M +$3.77M +77,243 New
MFS
124
Mattson Financial Services
Michigan
$3.74M +$3.7M +75,695 New
PSCM
125
Per Stirling Capital Management
Texas
$3.71M +$582K +11,912 +19%