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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
CWM
201
Concentrum Wealth Management
California
$1M -$91.7K -1,935 -9%
TC
202
Trilogy Capital
California
$992K +$11K +231 +1%
FHA
203
First Horizon Advisors
Tennessee
$953K -$41.8K -882 -4%
BPA
204
Beacon Pointe Advisors
California
$948K -$687K -14,488 -42%
NS
205
NBC Securities
Alabama
$947K +$11K +233 +1%
CMS
206
Capital Market Strategies
Florida
$929K -$369K -7,784 -29%
HIS
207
Harvest Investment Services
Illinois
$928K +$610K +12,859 +203%
GWP
208
Gateway Wealth Partners
Wisconsin
$924K +$68.6K +1,447 +8%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$920K -$836K -17,639 -48%
AFM
210
Abbot Financial Management
Massachusetts
$915K +$11.3K +238 +1%
PG
211
Patten Group
Tennessee
$912K +$19.2K +404 +2%
JWM
212
JPL Wealth Management
Colorado
$882K +$865K +18,251 New
BRWA
213
B. Riley Wealth Advisors
Florida
$880K -$203K -4,275 -19%
RIS
214
Retirement Income Solutions
Michigan
$866K -$21.7K -458 -2%
CA
215
Continuum Advisory
Idaho
$843K -$8.58K -181 -1%
TW
216
Towerpoint Wealth
California
$832K -$18K -380 -2%
AWM
217
Apollon Wealth Management
South Carolina
$829K -$40.6K -857 -5%
VBFG
218
Vishria Bird Financial Group
Tennessee
$812K – – –
JWCA
219
J.W. Cole Advisors
Florida
$790K -$12.2K -258 -2%
GIA
220
Gladstone Institutional Advisory
Florida
$789K +$87.3K +1,841 +13%
BA
221
Ballew Advisors
Mississippi
$763K -$81.3K -1,714 -10%
HFP
222
Holistic Financial Partners
Indiana
$759K +$2.8K +59 +0.4%
RWA
223
Redhawk Wealth Advisors
Minnesota
$758K +$744K +15,684 New
CAS
224
Coppell Advisory Solutions
Texas
$755K -$333K -7,026 -31%
AWM
225
Axxcess Wealth Management
California
$751K +$25K +528 +4%