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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
226
Allworth Financial
California
$450K +$258 +5 +0.1%
P
227
&Partners
Tennessee
$442K +$442K +8,557 New
SAM
228
SignalPoint Asset Management
Missouri
$432K +$163K +3,165 +61%
TWM
229
Titus Wealth Management
California
$428K -$207K -4,000 -33%
GCA
230
Genesee Capital Advisors
New York
$419K +$92.2K +1,786 +28%
FLI
231
Family Legacy Inc
South Carolina
$419K +$197K +3,815 +89%
BCI
232
Brinker Capital Investments
Pennsylvania
$418K +$418K +8,094 New
MWM
233
MBE Wealth Management
Wisconsin
$406K +$235K +4,548 +137%
5L
234
55I LLC
Massachusetts
$405K -$66.8K -1,293 -14%
CA
235
Calton & Associates
Florida
$405K +$35.7K +691 +10%
LAS
236
Lloyd Advisory Services
Georgia
$392K -$48.5K -939 -11%
VBFG
237
Vishria Bird Financial Group
Tennessee
$380K – – –
MCCP
238
Mission Creek Capital Partners
California
$357K +$14.6K +283 +4%
PA
239
PFG Advisors
Arizona
$350K -$20.1K -390 -5%
RJT
240
Raymond James Trust
Florida
$339K -$19.6K -380 -5%
HIM
241
Hanlon Investment Management
New Jersey
$335K -$36.7K -710 -10%
IAP
242
Indie Asset Partners
Indiana
$303K – – –
PTP
243
Platform Technology Partners
New York
$300K +$299K +5,800 New
RFN
244
RDA Financial Network
Iowa
$296K – – –
TA
245
TFG Advisers
Michigan
$291K +$291K +5,644 New
DAS
246
Dynamic Advisor Solutions
Arizona
$283K +$283K +5,472 New
AWA
247
Acorn Wealth Advisors
Michigan
$282K +$282K +5,464 New
BFA
248
Brendel Financial Advisors
New Hampshire
$277K -$1.89M -36,582 -87%
LA
249
LexAurum Advisors
Kansas
$253K +$8.16K +158 +3%
AF
250
Advisornet Financial
Minnesota
$250K +$57.9K +1,121 +30%
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10
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