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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
GWP
226
Gateway Wealth Partners
Wisconsin
$728K +$134K +2,788 +22%
AWM
227
Axxcess Wealth Management
California
$727K +$283K +5,904 +63%
HW
228
Hedeker Wealth
Illinois
$725K -$2.69M -56,085 -79%
CAS
229
Coppell Advisory Solutions
Texas
$722K +$2.54K +53 +0.4%
1W
230
1776 Wealth
Georgia
$718K – – –
EH
231
Equitable Holdings
New York
$688K -$259K -5,397 -27%
PA
232
PFG Advisors
Arizona
$680K +$70.4K +1,468 +11%
WSTAM
233
Wilbanks Smith & Thomas Asset Management
Virginia
$672K -$199K -4,146 -23%
CIAS
234
Capital Investment Advisory Services
North Carolina
$661K -$31.1K -649 -4%
AF
235
Allworth Financial
California
$654K +$657K +13,712 New
FHC
236
First Heartland Consultants
Missouri
$637K -$114K -2,371 -15%
AA
237
AlphaMark Advisors
Kentucky
$636K -$285K -5,946 -31%
SFG
238
Sovereign Financial Group
Connecticut
$632K -$17.2K -359 -3%
HFP
239
Holistic Financial Partners
Indiana
$611K +$47.3K +986 +8%
AFP
240
Ausdal Financial Partners
Iowa
$597K +$8.68K +181 +1%
AWA
241
Acorn Wealth Advisors
Michigan
$594K -$4.79K -100 -0.8%
LMKC
242
L.M. Kohn & Company
Ohio
$578K -$14.4K -300 -2%
HF
243
HRT Financial
New York
$570K +$573K +11,961 New
SIA
244
SkyView Investment Advisors
New Jersey
$565K +$288 +6 +0.1%
FCAG
245
First Capital Advisors Group
New Jersey
$564K +$815 +17 +0.1%
BAM
246
Belpointe Asset Management
Nevada
$553K -$339K -7,075 -38%
SFS
247
Security Financial Services
Indiana
$548K +$117K +2,439 +27%
MG
248
Mather Group
Illinois
$547K -$5.23M -109,125 -90%
LFA
249
Laraway Financial Advisors
Minnesota
$527K -$9.44K -197 -2%
OCFG
250
O'Connor Financial Group
Illinois
$516K +$20.7K +431 +4%
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