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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
LFG
226
Larson Financial Group
Missouri
$639K +$9.29K +182 +1%
EWM
227
EPG Wealth Management
Georgia
$638K -$81.1K -1,589 -11%
TFA
228
Teamwork Financial Advisors
Texas
$636K -$87.8K -1,720 -12%
BZWA
229
Blue Zone Wealth Advisors
California
$606K – – –
IF
230
Intrua Financial
Texas
$595K -$44.2K -865 -7%
CBFP
231
Cedar Brook Financial Partners
Ohio
$585K -$135K -2,645 -19%
UR
232
USCA RIA
Texas
$585K -$61.3K -1,200 -9%
JWCA
233
J.W. Cole Advisors
Florida
$585K +$187K +3,658 +47%
AOG
234
Alpha Omega Group
Virginia
$574K -$199K -3,900 -26%
OIA
235
Optimum Investment Advisors
Illinois
$570K -$332K -6,500 -37%
WP
236
WealthShield Partners
North Carolina
$556K +$122K +2,388 +28%
JCM
237
Jacobi Capital Management
Pennsylvania
$554K -$48.1K -941 -8%
QCIG
238
Quad-Cities Investment Group
Iowa
$539K +$540K +10,583 New
FPB
239
First PREMIER Bank
South Dakota
$536K +$359K +7,029 +201%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$521K +$39K +764 +8%
NWM
241
Northwest Wealth Management
Iowa
$518K +$1.79K +35 +0.3%
RG
242
Rathbones Group
United Kingdom
$515K +$35.7K +700 +7%
CWM
243
Cornerstone Wealth Management
Missouri
$499K -$60.8K -1,190 -11%
BCM
244
Breiter Capital Management
Florida
$494K +$496K +9,706 New
SFG
245
Sovereign Financial Group
Connecticut
$478K – – –
TA
246
TruWealth Advisors
Louisiana
$471K +$473K +9,257 New
CA
247
Calton & Associates
Florida
$465K -$15.6K -305 -3%
CRWM
248
Castle Rock Wealth Management
California
$461K – – –
OA
249
Oxbow Advisors
Texas
$459K -$98.1K -1,920 -18%
AC
250
Avestar Capital
New York
$452K +$454K +8,885 New
8 9
10
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