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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
NWP
201
Northstar Wealth Partners
Connecticut
$713K +$234K +4,531 +49%
OA
202
Oxbow Advisors
Texas
$696K
EWM
203
EPG Wealth Management
Georgia
$677K +$19K +368 +3%
CRWM
204
Castle Rock Wealth Management
California
$649K -$38.7K -750 -6%
PIA
205
Pinion Investment Advisors
Kansas
$639K +$6.97K +135 +1%
TC
206
TownSquare Capital
Utah
$638K +$9.04K +175 +1%
OIA
207
Optimum Investment Advisors
Illinois
$592K +$98.1K +1,900 +20%
CFG
208
Cooper Financial Group
California
$591K +$3.41K +66 +0.6%
LNWWM
209
Laird Norton Wetherby Wealth Management
California
$589K
CWA
210
Clarus Wealth Advisors
Arizona
$579K +$577K +11,173 New
1IA
211
1834 Investment Advisors
Wisconsin
$553K
CWS
212
Cypress Wealth Services
California
$553K
CWM
213
Cornerstone Wealth Management
Missouri
$550K +$550K +10,647 New
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
$548K -$21.5K -417 -4%
PAG
215
Pinnacle Advisory Group
Maryland
$543K
SIAP
216
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$516K
AW
217
ACG Wealth
Georgia
$510K -$879K -17,027 -63%
WWM
218
WT Wealth Management
Arizona
$505K +$184K +3,555 +57%
FWM
219
Frontier Wealth Management
Missouri
$505K +$504K +9,770 New
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$491K +$371K +7,178 +309%
1W
221
1776 Wealth
Georgia
$485K -$477K -9,233 -50%
BHWM
222
Bay Harbor Wealth Management
Maryland
$471K -$5.42K -105 -1%
JCM
223
Jacobi Capital Management
Pennsylvania
$457K +$343K +6,645 +303%
TW
224
Towerpoint Wealth
California
$453K +$96.6K +1,870 +27%
TC
225
Telemus Capital
Michigan
$451K -$206K -3,987 -31%