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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
TW
226
Towerpoint Wealth
California
$812K +$23K +471 +3%
VBFG
227
Vishria Bird Financial Group
Tennessee
$797K – – –
GIA
228
Gladstone Institutional Advisory
Florida
$796K +$132K +2,710 +20%
MWM
229
Meridian Wealth Management
Kentucky
$792K -$226K -4,633 -22%
6F
230
626 Financial
Michigan
$785K +$23.7K +485 +3%
BAS
231
Brueske Advisory Services
Washington
$785K +$788K +16,126 New
PA
232
PFG Advisors
Arizona
$776K +$398K +8,138 +104%
MWM
233
Maridea Wealth Management
New York
$774K +$777K +15,903 New
CWM
234
Concentrum Wealth Management
California
$769K -$239K -4,900 -24%
RSWM
235
Robertson Stephens Wealth Management
California
$761K +$314K +6,429 +70%
TA
236
TFB Advisors
Kansas
$758K +$111K +2,270 +17%
SWA
237
Stratos Wealth Advisors
Ohio
$744K -$1.85M -37,882 -71%
SWM
238
Stockman Wealth Management
Montana
$738K -$85.5K -1,751 -10%
FAM
239
Flaharty Asset Management
Florida
$736K -$1.54M -31,461 -68%
BAM
240
Belpointe Asset Management
Nevada
$724K +$138K +2,825 +24%
BA
241
Ballew Advisors
Mississippi
$724K +$2.25K +46 +0.3%
WWA
242
Wealth Watch Advisors
Colorado
$695K +$697K +14,273 New
LSIA
243
LaSalle St. Investment Advisors
Illinois
$679K +$682K +13,970 New
NCM
244
Narwhal Capital Management
Georgia
$675K +$63.4K +1,297 +10%
MQWP
245
Morey & Quinn Wealth Partners
Nebraska
$670K +$672K +13,767 New
1W
246
1776 Wealth
Georgia
$660K – – –
KWA
247
Kingswood Wealth Advisors
California
$658K +$660K +13,516 New
HFP
248
Holistic Financial Partners
Indiana
$649K -$77.4K -1,585 -11%
BPA
249
Beacon Pointe Advisors
California
$596K -$33.4K -683 -5%
CB
250
Chris Bulman
California
$586K +$177K +3,628 +43%
8 9
10
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