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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
BA
201
Ballew Advisors
Mississippi
$900K +$144K +2,843 +19%
FPB
202
First PREMIER Bank
South Dakota
$900K +$368K +7,250 +69%
PWP
203
Principle Wealth Partners
Connecticut
$892K -$389K -7,669 -30%
GRP
204
Global Retirement Partners
California
$872K +$199K +3,917 +29%
PFA
205
Pinnacle Family Advisors
Missouri
$848K -$59.6K -1,174 -7%
AP
206
Agilis Partners
Massachusetts
$839K
CAM
207
Concorde Asset Management
Michigan
$838K -$157K -3,092 -16%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$822K -$137K -2,705 -14%
MOS
209
MGO One Seven
Ohio
$786K -$53.3K -1,050 -6%
CGH
210
Crossmark Global Holdings
Texas
$783K +$481K +9,480 +158%
AssetMark Inc
211
AssetMark Inc
California
$770K -$42.3K -834 -5%
BRWA
212
B. Riley Wealth Advisors
Florida
$764K -$3.91K -77 -0.5%
1W
213
1776 Wealth
Georgia
$762K -$121K -2,387 -14%
WA
214
Winfield Associates
Ohio
$746K -$318K -6,260 -30%
LWM
215
Laidlaw Wealth Management
New York
$745K +$90.1K +1,775 +14%
PPP
216
Private Portfolio Partners
New Jersey
$728K +$83.8K +1,652 +13%
BPA
217
Beacon Pointe Advisors
California
$728K +$430K +8,480 +143%
TW
218
Towerpoint Wealth
California
$725K +$40.8K +803 +6%
USCWA
219
U.S. Capital Wealth Advisors
Texas
$721K +$724K +14,257 New
SEP
220
Southland Equity Partners
Missouri
$711K -$10.3K -203 -1%
CRCM
221
Corbett Road Capital Management
Virginia
$696K +$12.7K +251 +2%
IFG
222
Investors Financial Group
Minnesota
$687K -$320K -6,300 -32%
CWA
223
Clarus Wealth Advisors
Arizona
$676K -$4.06K -80 -0.6%
MSFS
224
Main Street Financial Solutions
Pennsylvania
$670K -$31.5K -620 -4%
TFA
225
Teamwork Financial Advisors
Texas
$646K +$14K +275 +2%