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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
SI
176
Stephens Inc
Arkansas
$633K +$119K +2,287 +23%
CAM
177
Concorde Asset Management
Michigan
$623K -$74.4K -1,434 -11%
RFN
178
RDA Financial Network
Iowa
$618K +$104K +2,005 +20%
GLR
179
Great Lakes Retirement
Ohio
$603K +$604K +11,646 New
IFG
180
Investors Financial Group
Minnesota
$598K +$599K +11,536 New
CFG
181
Cooper Financial Group
California
$585K +$3.37K +65 +0.6%
CAS
182
Cascadia Advisory Services
Oregon
$580K +$581K +11,199 New
PWP
183
Principle Wealth Partners
Connecticut
$570K +$571K +11,012 New
SIAP
184
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$569K +$571K +11,000 New
1IA
185
1834 Investment Advisors
Wisconsin
$555K
CWS
186
Cypress Wealth Services
California
$554K
Koshinski Asset Management
187
Koshinski Asset Management
Illinois
$554K +$556K +10,708 New
OC
188
Oppenheimer & Co
New York
$545K +$546K +10,519 New
JIP
189
Jaffetilchin Investment Partners
Florida
$537K +$538K +10,373 New
PAS
190
Partnervest Advisory Services
California
$534K
AAMC
191
Asset Allocation & Management Company
Illinois
$502K +$503K +9,691 New
BHWM
192
Bay Harbor Wealth Management
Maryland
$495K -$986 -19 -0.2%
OIA
193
Optimum Investment Advisors
Illinois
$495K +$145K +2,800 +41%
CCA
194
Clearwater Capital Advisors
Illinois
$484K -$254K -4,900 -34%
UWM
195
USAdvisors Wealth Management
Minnesota
$484K +$485K +9,351 New
SF
196
Synovus Financial
Georgia
$482K +$483K +9,305 New
1W
197
1776 Wealth
Georgia
$482K +$483K +9,315 New
NWP
198
Northstar Wealth Partners
Connecticut
$480K +$154K +2,975 +47%
NEPWA
199
New England Private Wealth Advisors
Massachusetts
$475K +$2.75K +53 +0.6%
GRP
200
Global Retirement Partners
California
$452K +$80K +1,542 +21%