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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
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$965K -$34.1K -667 -3%
DI
202
DFPG Investments
Utah
$950K +$227K +4,448 +31%
WDC
203
Woodward Diversified Capital
California
$948K +$440K +8,615 +86%
PFA
204
Pinnacle Family Advisors
Missouri
$913K -$411K -8,040 -31%
KPWS
205
Kestra Private Wealth Services
Texas
$898K -$208K -4,081 -19%
1W
206
1776 Wealth
Georgia
$889K +$194K +3,800 +28%
SS
207
Simplicity Solutions
Minnesota
$859K -$324K -6,344 -27%
MHS
208
M Holdings Securities
Oregon
$847K -$335K -6,553 -28%
MOS
209
MGO One Seven
Ohio
$847K +$179K +3,510 +27%
AP
210
Agilis Partners
Massachusetts
$845K -$15.7M -307,435 -95%
RJT
211
Raymond James Trust
Florida
$824K +$182K +3,555 +28%
AssetMark Inc
212
AssetMark Inc
California
$817K -$460 -9 -0.1%
IA
213
Insight Advisors
Pennsylvania
$783K +$255 +5 +0%
BRWA
214
B. Riley Wealth Advisors
Florida
$773K +$74.3K +1,454 +11%
BA
215
Ballew Advisors
Mississippi
$761K -$627K -12,281 -45%
GIA
216
Gladstone Institutional Advisory
Florida
$739K +$339K +6,644 +84%
SEP
217
Southland Equity Partners
Missouri
$726K -$14.3K -280 -2%
HIS
218
Harvest Investment Services
Illinois
$709K +$3.68K +72 +0.5%
MSFS
219
Main Street Financial Solutions
Pennsylvania
$706K -$591K -11,570 -45%
TW
220
Towerpoint Wealth
California
$689K +$31.2K +610 +5%
CRCM
221
Corbett Road Capital Management
Virginia
$688K -$125K -2,441 -15%
CWA
222
Clarus Wealth Advisors
Arizona
$683K +$30K +588 +5%
GRP
223
Global Retirement Partners
California
$679K -$233K -4,553 -25%
LWM
224
Laidlaw Wealth Management
New York
$659K -$196K -3,846 -23%
PPP
225
Private Portfolio Partners
New Jersey
$649K +$651K +12,749 New