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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
RWPA
176
Richard W. Paul & Associates
Michigan
$1.33M +$22.8K +465 +2%
GAA
177
Global Assets Advisory
Florida
$1.33M +$1.31M +26,785 New
PTC
178
Private Trust Company
Ohio
$1.32M -$49.6K -1,014 -4%
IAN
179
Integrated Advisors Network
Texas
$1.28M -$33.9K -693 -3%
PCG
180
Prosperity Consulting Group
Maryland
$1.27M +$1.26M +25,722 New
TWM
181
TCFG Wealth Management
California
$1.27M +$1.26M +25,697 New
BC
182
Barrett & Company
Rhode Island
$1.26M -$25.4K -518 -2%
TB
183
Treynor Bancshares
Iowa
$1.25M -$1.89M -38,607 -60%
CAP
184
Columbia Advisory Partners
Washington
$1.24M +$6.12K +125 +0.5%
VF
185
VitalStone Financial
Texas
$1.2M -$271K -5,541 -19%
CWP
186
Core Wealth Partners
California
$1.19M +$732K +14,963 +163%
EH
187
Equitable Holdings
New York
$1.16M -$209K -4,273 -15%
PIA
188
Perennial Investment Advisors
California
$1.15M -$83.4K -1,703 -7%
OIA
189
OneDigital Investment Advisors
Kansas
$1.14M +$324K +6,612 +40%
EFS
190
Econ Financial Services
Pennsylvania
$1.13M +$18.8K +384 +2%
PWM
191
Perigon Wealth Management
California
$1.13M +$93.5K +1,910 +9%
GPW
192
Gentry Private Wealth
Kansas
$1.11M -$206K -4,199 -16%
SF
193
Summit Financial
New Jersey
$1.1M +$1.09M +22,295 New
P
194
&Partners
Tennessee
$1.08M +$673K +13,750 +168%
IFG
195
Independent Financial Group
California
$1.08M -$38K -776 -3%
WA
196
Win Advisors
Florida
$1.07M -$10.7M -218,096 -91%
AFM
197
Abbot Financial Management
Massachusetts
$1.07M +$99.7K +2,037 +10%
Mariner
198
Mariner
Kansas
$1.05M -$1.04M -21,297 -50%
MWM
199
Meridian Wealth Management
Kentucky
$1.03M -$171K -3,490 -14%
CWM
200
Concentrum Wealth Management
California
$1.02M – – –