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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
VAG
201
VisionPoint Advisory Group
Texas
$1.22M +$1.21M +24,758 New
BC
202
Barrett & Company
Rhode Island
$1.22M +$49 +1 +0%
SW
203
Simplicity Wealth
New Jersey
$1.2M +$639K +13,057 +116%
AWM
204
Axxcess Wealth Management
California
$1.17M +$81.8K +1,671 +8%
AP
205
Atwood & Palmer
Missouri
$1.17M -$14M -286,435 -92%
RCAG
206
Rehmann Capital Advisory Group
Michigan
$1.13M -$62.9K -1,285 -5%
UCFA
207
United Capital Financial Advisors
Texas
$1.08M -$375K -7,663 -26%
HA
208
Helium Advisors
Washington
$1.07M -$8.66K -177 -0.8%
TWM
209
TCFG Wealth Management
California
$1.05M -$154K -3,137 -13%
TFG
210
Team Financial Group
California
$1.01M +$354K +7,231 +55%
GWSG
211
GPS Wealth Strategies Group
Colorado
$976K +$28.5K +582 +3%
TA
212
TFB Advisors
Kansas
$973K +$95.2K +1,944 +11%
PWH
213
Priebe Wealth Holdings
Minnesota
$961K +$480K +9,800 +101%
GWP
214
Gateway Wealth Partners
Wisconsin
$958K -$104K -2,134 -10%
OIA
215
OneDigital Investment Advisors
Kansas
$951K -$160K -3,270 -14%
HH
216
Hilltop Holdings
Texas
$945K +$40.3K +824 +4%
GIA
217
Gladstone Institutional Advisory
Florida
$933K +$26.9K +549 +3%
PTC
218
Private Trust Company
Ohio
$910K -$249K -5,079 -22%
CB
219
Chris Bulman
California
$907K +$41K +838 +5%
WWA
220
Wealth Watch Advisors
Colorado
$900K -$45.3K -925 -5%
Jane Street
221
Jane Street
New York
$890K +$884K +18,058 New
AC
222
Avestar Capital
New York
$889K +$10.2K +208 +1%
FMTC
223
Farmers & Merchants Trust Company
California
$886K -$539 -11 -0.1%
TSWM
224
Tyler-Stone Wealth Management
Ohio
$870K -$171K -3,497 -17%
TW
225
Towerpoint Wealth
California
$866K +$17.1K +350 +2%