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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
SG
126
StoneX Group
New York
$555K +$20.7K +404 +4%
1IA
127
1834 Investment Advisors
Wisconsin
$549K +$16.1K +315 +3%
CWS
128
Cypress Wealth Services
California
$549K +$246K +4,800 +81%
VAG
129
VisionPoint Advisory Group
Texas
$540K +$186K +3,638 +53%
EFL
130
ERn Financial LLC
Wisconsin
$533K +$531K +10,381 New
SPC
131
Sigma Planning Corp
Michigan
$518K +$69.2K +1,353 +15%
AWM
132
Altium Wealth Management
New York
$513K +$205K +4,000 +67%
SI
133
Stephens Inc
Arkansas
$509K -$47.3K -925 -9%
NEPWA
134
New England Private Wealth Advisors
Massachusetts
$461K +$3.17K +62 +0.7%
CAM
135
Concorde Asset Management
Michigan
$458K +$67.3K +1,315 +17%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$420K +$15.6K +305 +4%
CPIA
137
Cornell Pochily Investment Advisors
New York
$405K +$115K +2,247 +40%
AF
138
Allworth Financial
California
$400K – – –
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
$398K – – –
HIS
140
Harvest Investment Services
Illinois
$382K +$46.5K +909 +14%
TW
141
Towerpoint Wealth
California
$364K – – –
RJT
142
Raymond James Trust
Florida
$358K -$8.29K -162 -2%
Deutsche Bank
143
Deutsche Bank
Germany
$343K -$582K -11,382 -63%
ACA
144
Aptus Capital Advisors
Alabama
$341K +$340K +6,650 New
VWM
145
Venturi Wealth Management
Texas
$337K -$49.9K -975 -13%
BWCS
146
Beirne Wealth Consulting Services
Connecticut
$333K -$104K -2,027 -24%
NWP
147
Northstar Wealth Partners
Connecticut
$323K +$322K +6,300 New
Baird Financial Group
148
Baird Financial Group
Wisconsin
$311K -$1.07K -21 -0.3%
GVAG
149
Great Valley Advisor Group
Delaware
$300K +$300K +5,860 New
OIA
150
OneDigital Investment Advisors
Kansas
$297K -$1.25M -24,374 -81%