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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
BC
176
Barrett & Company
Rhode Island
$1.25M +$48 +1 +0%
PG
177
Patten Group
Tennessee
$1.21M +$49.3K +1,027 +4%
CAP
178
Columbia Advisory Partners
Washington
$1.2M +$307K +6,398 +34%
PIA
179
Perennial Investment Advisors
California
$1.2M -$22.7K -473 -2%
CCG
180
Cypress Capital Group
Florida
$1.2M -$619K -12,905 -34%
MWM
181
Meridian Wealth Management
Kentucky
$1.17M +$1.17M +24,397 New
C
182
CEDRUS
Colorado
$1.17M -$50.2K -1,045 -4%
AF
183
Allworth Financial
California
$1.13M -$192K -4,007 -15%
CA
184
Continuum Advisory
Idaho
$1.12M -$4.9K -102 -0.4%
IFG
185
Independent Financial Group
California
$1.09M +$139K +2,893 +15%
EFS
186
Econ Financial Services
Pennsylvania
$1.08M +$15.8K +330 +1%
AC
187
Avestar Capital
New York
$1.04M -$68.9K -1,435 -6%
TCM
188
Triumph Capital Management
Colorado
$1.02M -$30.4K -633 -3%
PWM
189
Perigon Wealth Management
California
$1.01M +$1.01M +20,965 New
CWM
190
Concentrum Wealth Management
California
$995K – – –
WE
191
Wealth Effects
Massachusetts
$986K -$43.8K -912 -4%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$984K -$154K -3,205 -14%
SAM
193
SignalPoint Asset Management
Missouri
$984K -$1.1M -22,878 -53%
AI
194
Atria Investments
North Carolina
$965K -$1.37M -28,479 -59%
AFM
195
Abbot Financial Management
Massachusetts
$944K -$17.6K -367 -2%
IAIM
196
International Assets Investment Management
Florida
$939K -$148K -3,081 -14%
GWP
197
Gateway Wealth Partners
Wisconsin
$934K +$56.7K +1,181 +6%
AWM
198
Axxcess Wealth Management
California
$916K +$144K +3,000 +19%
CB
199
Commerce Bank
Missouri
$893K +$892K +18,585 New
Creative Planning
200
Creative Planning
Kansas
$877K -$321K -6,683 -27%