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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
BBA
201
Braun-Bostich & Associates
Pennsylvania
$971K +$972K +18,857 New
PP
202
Palladium Partners
Virginia
$965K +$967K +18,750 New
OIA
203
Optimum Investment Advisors
Illinois
$934K +$160K +3,100 +21%
T
204
TRUADVICE
Florida
$928K -$67.8K -1,314 -7%
PTP
205
Platform Technology Partners
New York
$926K +$148K +2,873 +19%
FHA
206
Flagship Harbor Advisors
Massachusetts
$913K -$136K -2,637 -13%
CCM
207
Chiron Capital Management
Florida
$875K +$237K +4,600 +37%
TFA
208
Teamwork Financial Advisors
Texas
$872K +$90.5K +1,755 +12%
ECA
209
Elevated Capital Advisors
Utah
$852K -$16.7K -323 -2%
FHA
210
First Horizon Advisors
Tennessee
$850K -$28.8K -559 -3%
AssetMark Inc
211
AssetMark Inc
California
$817K +$20.2K +392 +3%
AW
212
ACG Wealth
Georgia
$801K +$383K +7,423 +91%
AL
213
ADE LLC
Maryland
$798K +$799K +15,500 New
SEP
214
Southland Equity Partners
Missouri
$777K +$778K +15,094 New
AOG
215
Alpha Omega Group
Virginia
$773K +$775K +15,020 New
VWM
216
Venturi Wealth Management
Texas
$770K -$840K -16,285 -52%
SFP
217
Strategic Financial Partners
Oregon
$752K -$41.2K -799 -5%
WIA
218
Wealthstreet Investment Advisors
Texas
$741K
UR
219
USCA RIA
Texas
$738K -$46.4K -900 -6%
DI
220
DFPG Investments
Utah
$733K -$635K -12,319 -46%
CP
221
Camelot Portfolios
Ohio
$732K -$1.16M -22,436 -61%
CWM
222
Cornerstone Wealth Management
Missouri
$730K +$393K +7,618 +116%
CBFP
223
Cedar Brook Financial Partners
Ohio
$729K +$31.7K +615 +5%
NEPWA
224
New England Private Wealth Advisors
Massachusetts
$715K +$3.87K +75 +0.5%
LFF
225
Level Four Financial
Texas
$705K +$706K +13,691 New