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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
FPWM
126
FSB Premier Wealth Management
Iowa
$3.42M +$98.3K +1,986 +3%
IAN
127
Integrated Advisors Network
Texas
$3.39M -$69.7K -1,409 -2%
SWTS
128
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.32M -$50.6K -1,023 -2%
DWMS
129
Dominguez Wealth Management Solutions
Virginia
$3.22M +$24.4K +493 +0.8%
EH
130
Equitable Holdings
New York
$3.14M +$420K +8,486 +16%
NPAN
131
Northeast Planning Associates NH
New Hampshire
$2.95M +$322K +6,509 +12%
DWP
132
Destiny Wealth Partners
Florida
$2.95M -$12.7K -257 -0.4%
CF
133
Claris Financial
Virginia
$2.87M -$1.39M -28,045 -69%
BFA
134
Beacon Financial Advisory
Ohio
$2.81M +$485K +9,802 +21%
TGAM
135
TBH Global Asset Management
Tennessee
$2.78M +$654K +13,209 +31%
VA
136
VestGen Advisors
Illinois
$2.75M -$282K -5,692 -9%
SPC
137
Sigma Planning Corp
Michigan
$2.74M -$1.92M -38,868 -41%
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$2.72M +$93.9K +1,897 +4%
CHC
139
City Holding Co
West Virginia
$2.7M +$24.3K +491 +0.9%
AMG
140
APS Management Group
California
$2.68M +$2.66M +53,830 New
DC
141
Davenport & Co
Virginia
$2.64M +$43.8K +884 +2%
SA
142
Sanctuary Advisors
Indiana
$2.63M -$92K -1,859 -3%
CCM
143
Condor Capital Management
New Jersey
$2.53M +$11.3K +228 +0.4%
BIA
144
Bigelow Investment Advisors
Maine
$2.53M +$119K +2,395 +5%
KFP
145
KMG Fiduciary Partners
Ohio
$2.47M +$175K +3,536 +8%
MSFS
146
Main Street Financial Solutions
Pennsylvania
$2.38M +$2.37M +47,869 New
BCI
147
Brinker Capital Investments
Pennsylvania
$2.36M +$178K +3,596 +8%
GSWM
148
Golden State Wealth Management
California
$2.36M +$2.18M +43,985 +1,321%
PVI
149
Pine Valley Investments
New Jersey
$2.35M +$102K +2,067 +5%
IFG
150
Independent Financial Group
California
$2.35M +$594K +12,010 +34%