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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
MW
226
Maia Wealth
Colorado
$742K +$728K +15,353 New
EH
227
Equitable Holdings
New York
$741K +$26K +549 +4%
IA
228
IFG Advisory
Georgia
$726K +$12.3K +259 +2%
IWM
229
IHT Wealth Management
Illinois
$724K -$679K -14,320 -49%
NCM
230
Narwhal Capital Management
Georgia
$719K +$185K +3,896 +35%
WI
231
Wintrust Investments
Illinois
$695K +$59.4K +1,252 +10%
FFN
232
Focus Financial Network
Minnesota
$662K -$5.53M -116,590 -89%
CRI
233
Colonial River Investments
Virginia
$659K -$1.07M -22,548 -62%
SB
234
Strategic Blueprint
Georgia
$658K -$116K -2,441 -15%
1W
235
1776 Wealth
Georgia
$655K – – –
DI
236
DFPG Investments
Utah
$647K -$13.1K -277 -2%
RJT
237
Raymond James Trust
Florida
$632K -$256K -5,409 -29%
SIG
238
Sargent Investment Group
Maryland
$632K -$134K -2,822 -18%
LFAS
239
Level Four Advisory Services
Texas
$608K -$83.3K -1,758 -12%
AFP
240
Ausdal Financial Partners
Iowa
$576K +$3.79K +80 +0.7%
VFG
241
Valley Financial Group
Pennsylvania
$567K +$557K +11,743 New
SFS
242
Security Financial Services
Indiana
$563K -$49.3K -1,040 -8%
CFGS
243
Concourse Financial Group Securities
Alabama
$558K +$30.9K +652 +6%
T
244
Tidemark
California
$540K +$530K +11,179 New
OCFG
245
O'Connor Financial Group
Illinois
$530K +$5.74K +121 +1%
SPIS
246
Steward Partners Investment Solutions
Oregon
$530K +$520K +10,972 New
AWA
247
Arkadios Wealth Advisors
Georgia
$527K -$300K -6,328 -37%
IGWM
248
ICA Group Wealth Management
Colorado
$527K -$27.8K -587 -5%
LFA
249
Laraway Financial Advisors
Minnesota
$520K -$4.55K -96 -0.9%
BAM
250
Belpointe Asset Management
Nevada
$516K -$4.36K -92 -0.9%
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