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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
GRP
201
Global Retirement Partners
California
$913K -$89.4K -1,740 -9%
OIA
202
Optimum Investment Advisors
Illinois
$904K -$23.1K -450 -2%
FHA
203
Flagship Harbor Advisors
Massachusetts
$902K -$3.54K -69 -0.4%
LWM
204
Laidlaw Wealth Management
New York
$858K +$521K +10,145 +152%
CP
205
Camelot Portfolios
Ohio
$845K +$120K +2,335 +16%
AssetMark Inc
206
AssetMark Inc
California
$820K +$9.2K +179 +1%
AW
207
ACG Wealth
Georgia
$818K +$24.1K +469 +3%
CRCM
208
Corbett Road Capital Management
Virginia
$815K -$940K -18,306 -53%
TC
209
TownSquare Capital
Utah
$813K -$633K -12,329 -44%
IA
210
Insight Advisors
Pennsylvania
$788K -$280K -5,453 -26%
AOG
211
Alpha Omega Group
Virginia
$775K +$8.37K +163 +1%
SI
212
Shaker Investments
Ohio
$767K +$772K +15,030 New
SEP
213
Southland Equity Partners
Missouri
$742K -$28.6K -556 -4%
WIA
214
Wealthstreet Investment Advisors
Texas
$735K
DI
215
DFPG Investments
Utah
$728K +$771 +15 +0.1%
TFA
216
Teamwork Financial Advisors
Texas
$726K -$140K -2,732 -16%
CBFP
217
Cedar Brook Financial Partners
Ohio
$722K -$565 -11 -0.1%
EWM
218
EPG Wealth Management
Georgia
$721K +$725K +14,116 New
NEPWA
219
New England Private Wealth Advisors
Massachusetts
$713K +$3.75K +73 +0.5%
HIS
220
Harvest Investment Services
Illinois
$708K +$13.1K +255 +2%
BRWA
221
B. Riley Wealth Advisors
Florida
$701K -$464K -9,026 -40%
1W
222
1776 Wealth
Georgia
$697K +$19.9K +387 +3%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$693K +$15.9K +309 +2%
MOS
224
MGO One Seven
Ohio
$669K +$60.7K +1,182 +10%
SFP
225
Strategic Financial Partners
Oregon
$663K -$84.2K -1,639 -11%