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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
CA
176
Continuum Advisory
Idaho
$1.12M +$286K +5,925 +34%
PTC
177
Private Trust Company
Ohio
$1.12M -$40.6K -842 -3%
AC
178
Avestar Capital
New York
$1.11M +$713K +14,784 +179%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$1.09M +$862K +17,877 +384%
IAIM
180
International Assets Investment Management
Florida
$1.09M -$165K -3,412 -13%
EFS
181
Econ Financial Services
Pennsylvania
$1.07M +$1.07M +22,195 New
HIS
182
Harvest Investment Services
Illinois
$1.06M +$136K +2,829 +15%
BRWA
183
B. Riley Wealth Advisors
Florida
$1.06M +$206K +4,275 +23%
MWM
184
Mattern Wealth Management
Kansas
$1.06M +$5.35K +111 +0.5%
BCM
185
Brookstone Capital Management
Illinois
$1.06M -$208K -4,311 -16%
TCM
186
Triumph Capital Management
Colorado
$1.05M -$642K -13,321 -38%
WE
187
Wealth Effects
Massachusetts
$1.03M -$180K -3,738 -15%
SPIA
188
Steward Partners Investment Advisory
New York
$1.02M -$163K -3,378 -14%
EH
189
Equitable Holdings
New York
$1.02M +$274K +5,693 +37%
AWM
190
Apollon Wealth Management
South Carolina
$1.01M +$180K +3,741 +22%
CWM
191
Concentrum Wealth Management
California
$999K
MI
192
Moneywise Inc
Virginia
$981K -$298K -6,181 -23%
AFM
193
Abbot Financial Management
Massachusetts
$966K +$51.9K +1,077 +6%
IFG
194
Independent Financial Group
California
$951K -$124K -2,568 -12%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$948K +$948K +19,657 New
FHA
196
First Horizon Advisors
Tennessee
$943K -$8.49K -176 -0.9%
NS
197
NBC Securities
Alabama
$938K -$7.86K -163 -0.8%
NCM
198
Narwhal Capital Management
Georgia
$912K +$194K +4,033 +27%
JWM
199
JPL Wealth Management
Colorado
$902K +$21.8K +452 +2%
CAP
200
Columbia Advisory Partners
Washington
$900K +$899K +18,654 New