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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
BBA
126
Braun-Bostich & Associates
Pennsylvania
$3.5M -$38.5K -787 -1%
FF
127
Friedenthal Financial
New Jersey
$3.45M -$4.11M -84,044 -55%
IAN
128
Integrated Advisors Network
Texas
$3.42M +$2.47M +50,372 +265%
SWTS
129
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.33M +$68.5K +1,400 +2%
FPWM
130
FSB Premier Wealth Management
Iowa
$3.28M +$333K +6,802 +11%
CFFP
131
Center for Financial Planning
Michigan
$3.2M -$997K -20,359 -24%
DWMS
132
Dominguez Wealth Management Solutions
Virginia
$3.17M +$50.7K +1,035 +2%
VA
133
VestGen Advisors
Illinois
$3M +$14.1K +287 +0.5%
FAIM
134
Financial Advocates Investment Management
Washington
$2.99M -$26.7K -546 -0.9%
CAS
135
Coppell Advisory Solutions
Texas
$2.98M +$905K +18,492 +44%
DWP
136
Destiny Wealth Partners
Florida
$2.93M +$238K +4,864 +9%
USCWA
137
U.S. Capital Wealth Advisors
Texas
$2.9M -$448K -9,144 -13%
HW
138
Hamilton Wealth
California
$2.75M -$288K -5,893 -10%
Goldman Sachs
139
Goldman Sachs
New York
$2.71M +$2.69M +54,953 New
SA
140
Sanctuary Advisors
Indiana
$2.69M -$91.6K -1,871 -3%
EH
141
Equitable Holdings
New York
$2.69M +$921K +18,809 +53%
EWM
142
Endowment Wealth Management
Wisconsin
$2.67M +$290K +5,927 +12%
CHC
143
City Holding Co
West Virginia
$2.65M +$55.5K +1,134 +2%
BAM
144
Belpointe Asset Management
Nevada
$2.63M +$175K +3,580 +7%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$2.6M +$113K +2,313 +5%
NPAN
146
Northeast Planning Associates NH
New Hampshire
$2.6M +$171K +3,491 +7%
DC
147
Davenport & Co
Virginia
$2.57M -$15.5K -317 -0.6%
AWS
148
Atria Wealth Solutions
New York
$2.55M -$3.02M -61,633 -54%
CCM
149
Condor Capital Management
New Jersey
$2.5M -$3.52K -72 -0.1%
MW
150
Maia Wealth
Colorado
$2.42M +$331K +6,752 +16%