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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
CHC
151
City Holding Co
West Virginia
$2.87M +$114K +2,276 +4%
PAS
152
Park Avenue Securities
New York
$2.85M +$411K +8,236 +17%
MSA
153
Marino Stram & Associates
Massachusetts
$2.83M +$263K +5,274 +10%
PVI
154
Pine Valley Investments
New Jersey
$2.82M +$165K +3,317 +6%
PGWA
155
Plus Group Wealth Advisors
Wisconsin
$2.73M +$551K +11,047 +25%
DWP
156
Destiny Wealth Partners
Florida
$2.73M +$94.1K +1,887 +4%
PWM
157
Perigon Wealth Management
California
$2.71M +$615K +12,335 +29%
GSWM
158
Golden State Wealth Management
California
$2.66M -$1.2K -24 -0%
AFM
159
Abbot Financial Management
Massachusetts
$2.66M -$29.5K -591 -1%
KWM
160
Kingsview Wealth Management
Oregon
$2.63M +$1.04M +20,824 +65%
NPAN
161
Northeast Planning Associates NH
New Hampshire
$2.47M -$778K -15,604 -23%
SPC
162
Sigma Planning Corp
Michigan
$2.45M -$1.11M -22,261 -31%
MWM
163
Maridea Wealth Management
New York
$2.44M +$163K +3,276 +7%
SFO
164
Stenger Family Office
Illinois
$2.44M -$201K -4,039 -8%
SW
165
SMART Wealth
Nebraska
$2.43M +$1.29M +25,780 +112%
CIAS
166
Capital Investment Advisory Services
North Carolina
$2.43M +$18.9K +379 +0.8%
NWMG
167
National Wealth Management Group
Ohio
$2.42M -$698K -14,000 -22%
IWN
168
Independent Wealth Network
Iowa
$2.4M +$118K +2,358 +5%
EPW
169
Endeavor Private Wealth
Kansas
$2.36M +$195K +3,900 +9%
TFP
170
Traction Financial Partners
Wyoming
$2.32M +$136K +2,733 +6%
KOMWMG
171
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.32M +$56.5K +1,133 +2%
TNBTD
172
Trustmark National Bank Trust Department
Mississippi
$2.27M +$4.54K +91 +0.2%
CPA
173
Clear Point Advisors
New York
$2.26M +$2.26M +45,392 New
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$2.25M -$244K -4,891 -10%
DC
175
Davenport & Co
Virginia
$2.22M -$251K -5,024 -10%