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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
AI
126
Atria Investments
North Carolina
$4.01M +$1.37M +27,452 +52%
CFM
127
Cornerstone Financial Management
Massachusetts
$3.99M -$56.6K -1,134 -1%
SA
128
Sovran Advisors
California
$3.95M -$2.13M -42,715 -35%
SA
129
Sanctuary Advisors
Indiana
$3.76M +$1.39M +27,786 +58%
PPWM
130
Premier Private Wealth Management
Florida
$3.62M +$455K +9,116 +14%
CA
131
Continuum Advisory
Idaho
$3.53M -$111K -2,218 -3%
FS
132
Ferguson Shapiro
Georgia
$3.45M -$1.06M -21,326 -24%
SWTS
133
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.45M +$49.9K +1,000 +1%
DWMS
134
Dominguez Wealth Management Solutions
Virginia
$3.41M +$134K +2,681 +4%
HCWM
135
Hidden Cove Wealth Management
Washington
$3.29M +$132K +2,640 +4%
UBS AM
136
UBS AM
Illinois
$3.27M – – –
CA
137
CoreCap Advisors
Michigan
$3.26M +$117K +2,347 +4%
WWM
138
Western Wealth Management
Colorado
$3.26M -$359K -7,206 -10%
MSFS
139
Main Street Financial Solutions
Pennsylvania
$3.25M +$401K +8,048 +14%
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$3.24M +$227K +4,556 +8%
TPA
141
Trivium Point Advisory
Connecticut
$3.23M +$2.33M +46,773 +259%
CFFP
142
Center for Financial Planning
Michigan
$3.21M -$99.2K -1,989 -3%
CCM
143
Condor Capital Management
New Jersey
$3.16M +$42.9K +860 +1%
SOS
144
Silver Oak Securities
Tennessee
$3.16M +$313K +6,277 +11%
IIL
145
Insight Inv LLC
California
$3.13M +$537K +10,767 +21%
GWP
146
Gateway Wealth Partners
Wisconsin
$3.04M -$4.59M -91,978 -60%
AMG
147
APS Management Group
California
$2.99M +$208K +4,176 +7%
BEI
148
Benjamin Edwards Inc
Missouri
$2.98M -$44.2K -886 -1%
IWM
149
IHT Wealth Management
Illinois
$2.97M +$692K +13,880 +30%
EWM
150
Endowment Wealth Management
Wisconsin
$2.95M +$52.5K +1,053 +2%