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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
VAG
126
VisionPoint Advisory Group
Texas
$352K +$351K +6,886 New
AFA
127
American Financial Advisors
Georgia
$338K +$337K +6,624 New
TC
128
Telemus Capital
Michigan
$335K +$1.43K +28 +0.4%
LI
129
LVZ Inc
Michigan
$334K +$21.2K +417 +7%
HIS
130
Harvest Investment Services
Illinois
$334K +$334K +6,559 New
Baird Financial Group
131
Baird Financial Group
Wisconsin
$311K +$310K +6,092 New
AWM
132
Altium Wealth Management
New York
$306K +$306K +6,000 New
CWS
133
Cypress Wealth Services
California
$301K – – –
PGA
134
Premia Global Advisors
Florida
$300K – – –
CPIA
135
Cornell Pochily Investment Advisors
New York
$289K +$37.5K +736 +15%
FGC
136
Financial Gravity Companies
Texas
$259K +$258K +5,057 New
CCG
137
Chatham Capital Group
Georgia
$250K – – –
GRP
138
Global Retirement Partners
California
$243K +$223K +4,386 +1,166%
SFS
139
Sowell Financial Services
Arkansas
$242K +$241K +4,735 New
FLI
140
Family Legacy Inc
South Carolina
$204K – – –
First Trust Advisors
141
First Trust Advisors
Illinois
$204K +$203K +3,995 New
LFG
142
LifePlan Financial Group
Ohio
$189K +$169K +3,317 +857%
MOS
143
MGO One Seven
Ohio
$168K +$169K +3,309 New
RWM
144
Raffa Wealth Management
District of Columbia
$156K +$1.07K +21 +0.7%
PMFA
145
Plante Moran Financial Advisors
Michigan
$148K +$63.7K +1,250 +76%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$77K – – –
CAL
147
Capital Analysts LLC
Pennsylvania
$69K +$68.7K +1,349 New
TFS
148
TrustCore Financial Services
Tennessee
$64K +$43.3K +850 +211%
FHA
149
Flagship Harbor Advisors
Massachusetts
$52K – – –
BTNA
150
Bremer Trust National Association
Minnesota
$46K +$46.2K +907 New