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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
PP
226
Palladium Partners
Virginia
$701K -$163K -3,300 -19%
JAWM
227
J. Arnold Wealth Management
Ohio
$699K -$61.8K -1,248 -8%
LMKC
228
L.M. Kohn & Company
Ohio
$696K +$704K +14,217 New
TW
229
Towerpoint Wealth
California
$694K -$43.6K -880 -6%
P
230
&Partners
Tennessee
$683K -$438K -8,841 -39%
EA
231
Ellsworth Advisors
Ohio
$680K +$688K +13,895 New
PPP
232
Private Portfolio Partners
New Jersey
$676K -$84.1K -1,698 -11%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$676K -$109K -2,197 -14%
SIA
234
SkyView Investment Advisors
New Jersey
$674K -$90.4K -1,825 -12%
BRWA
235
B. Riley Wealth Advisors
Florida
$673K -$37K -747 -5%
SI
236
Shaker Investments
Ohio
$669K +$1.78K +36 +0.3%
HWM
237
Holloway Wealth Management
Florida
$666K – – –
SS
238
Simplicity Solutions
Minnesota
$665K +$673K +13,589 New
MOS
239
MGO One Seven
Ohio
$664K -$40.7K -822 -6%
CRCM
240
Corbett Road Capital Management
Virginia
$647K +$48.5K +980 +8%
TSWM
241
Tyler-Stone Wealth Management
Ohio
$633K -$9.46K -191 -1%
VWA
242
V Wealth Advisors
Kansas
$631K +$638K +12,884 New
LFA
243
Laraway Financial Advisors
Minnesota
$601K -$12.9K -260 -2%
WP
244
WealthSource Partners
California
$595K +$347K +7,011 +136%
EWM
245
EPG Wealth Management
Georgia
$573K -$63.7K -1,287 -10%
MHS
246
M Holdings Securities
Oregon
$555K +$561K +11,333 New
SEP
247
Southland Equity Partners
Missouri
$547K -$47.2K -954 -8%
BCMLT
248
Beacon Capital Management LLC (Tennessee)
Tennessee
$540K +$546K +11,026 New
MSFS
249
Main Street Financial Solutions
Pennsylvania
$538K -$59.4K -1,200 -10%
MAC
250
Mason & Associates (California)
California
$535K -$146K -2,940 -21%
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