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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
CAAS
151
Capital Asset Advisory Services
Michigan
$296K -$326K -6,364 -52%
AFP
152
Ausdal Financial Partners
Iowa
$295K +$294K +5,751 New
PGA
153
Premia Global Advisors
Florida
$289K -$11.8K -231 -4%
TFS
154
TrustCore Financial Services
Tennessee
$284K +$219K +4,277 +341%
CWM
155
Cornerstone Wealth Management
Missouri
$259K -$615K -12,013 -70%
MIM
156
Moseley Investment Management
Florida
$255K +$254K +4,972 New
AEPG
157
American Economic Planning Group
New Jersey
$252K +$252K +4,916 New
CCG
158
Chatham Capital Group
Georgia
$251K – – –
GRP
159
Global Retirement Partners
California
$244K – – –
FA
160
FDx Advisors
Illinois
$236K +$235K +4,599 New
FGAM
161
Financial Gravity Asset Management
Texas
$233K +$233K +4,548 New
FLI
162
Family Legacy Inc
South Carolina
$220K +$15K +293 +7%
MA
163
Mutual Advisors
Nebraska
$216K +$215K +4,204 New
WPSG
164
Wealth & Pension Services Group
Georgia
$215K +$215K +4,195 New
PA
165
PFG Advisors
Arizona
$207K +$206K +4,030 New
LFG
166
LifePlan Financial Group
Ohio
$205K +$15K +294 +8%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$185K -$8.67M -169,368 -98%
PMFA
168
Plante Moran Financial Advisors
Michigan
$149K – – –
WP
169
WealthShield Partners
North Carolina
$112K +$78.3K +1,531 +237%
GSWM
170
Golden State Wealth Management
California
$88K +$87.3K +1,707 New
PAI
171
Pittenger & Anderson Inc
Nebraska
$84K +$83.8K +1,638 New
IWP
172
Icon Wealth Partners
Texas
$84K +$84.2K +1,645 New
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$77K – – –
RCG
174
Ruggie Capital Group
Florida
$63K -$849K -16,587 -93%
FHA
175
Flagship Harbor Advisors
Massachusetts
$52K – – –