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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
CW
226
Connectus Wealth
Ohio
$691K +$695K +14,300 New
SS
227
Simplicity Solutions
Minnesota
$689K +$33.2K +683 +5%
LMKC
228
L.M. Kohn & Company
Ohio
$687K – – –
TW
229
Towerpoint Wealth
California
$682K -$1.94K -40 -0.3%
EA
230
Ellsworth Advisors
Ohio
$671K +$97 +2 +0%
BRWA
231
B. Riley Wealth Advisors
Florida
$667K +$3.11K +64 +0.5%
SI
232
Shaker Investments
Ohio
$662K +$1.8K +37 +0.3%
CWA
233
Clarus Wealth Advisors
Arizona
$655K -$426K -8,765 -39%
TSWM
234
Tyler-Stone Wealth Management
Ohio
$647K +$22.9K +471 +4%
PPP
235
Private Portfolio Partners
New Jersey
$637K -$29.9K -615 -4%
SIA
236
SkyView Investment Advisors
New Jersey
$634K -$35.4K -729 -5%
FCAG
237
First Capital Advisors Group
New Jersey
$632K -$107K -2,209 -14%
HH
238
Hilltop Holdings
Texas
$629K -$247K -5,091 -28%
P
239
&Partners
Tennessee
$615K -$59.7K -1,228 -9%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$609K -$58.5K -1,204 -9%
OPS
241
Orion Portfolio Solutions
Nebraska
$604K +$347K +7,133 +133%
MOS
242
MGO One Seven
Ohio
$598K -$57.4K -1,181 -9%
LFA
243
Laraway Financial Advisors
Minnesota
$587K -$5.83K -120 -1%
EWM
244
EPG Wealth Management
Georgia
$567K +$2.33K +48 +0.4%
PTC
245
Private Trust Company
Ohio
$551K +$554K +11,409 New
MCC
246
Money Concepts Capital
Florida
$548K -$254K -5,225 -32%
BCMLT
247
Beacon Capital Management LLC (Tennessee)
Tennessee
$540K – – –
EC
248
EdgeRock Capital
Colorado
$530K +$533K +10,970 New
NWM
249
Northwest Wealth Management
Iowa
$527K -$1.07K -22 -0.2%
SEP
250
Southland Equity Partners
Missouri
$516K -$23.9K -491 -4%
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