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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
AP
226
Atwood & Palmer
Missouri
$827K -$352K -7,105 -30%
SW
227
StrongBox Wealth
Missouri
$820K – – –
WWA
228
Wealth Watch Advisors
Colorado
$820K -$89K -1,799 -10%
SW
229
SMART Wealth
Nebraska
$810K +$805K +16,272 New
HCWM
230
Hidden Cove Wealth Management
Washington
$802K -$693 -14 -0.1%
BA
231
Ballew Advisors
Mississippi
$802K +$2.33K +47 +0.3%
CA
232
Calton & Associates
Florida
$794K +$413K +8,334 +110%
GRP
233
Global Retirement Partners
California
$792K +$28.9K +583 +4%
SWA
234
Stratos Wealth Advisors
Ohio
$773K +$56.9K +1,150 +8%
RCAG
235
Rehmann Capital Advisory Group
Michigan
$753K -$391K -7,900 -34%
PS
236
Principal Securities
Iowa
$750K +$80.1K +1,618 +12%
CWM
237
Concentrum Wealth Management
California
$724K – – –
FAM
238
Flaharty Asset Management
Florida
$723K – – –
IAIM
239
International Assets Investment Management
Florida
$717K – – –
RSWM
240
Robertson Stephens Wealth Management
California
$716K -$28K -565 -4%
LSIA
241
LaSalle St. Investment Advisors
Illinois
$713K +$7.38K +149 +1%
AWM
242
Avaii Wealth Management
Wisconsin
$695K +$31.4K +634 +5%
RMAM
243
Raab & Moskowitz Asset Management
New Jersey
$692K +$150K +3,030 +28%
6F
244
626 Financial
Michigan
$682K -$96K -1,939 -12%
TA
245
TFB Advisors
Kansas
$673K -$312K -6,303 -32%
NCM
246
Narwhal Capital Management
Georgia
$670K +$7.82K +158 +1%
VFG
247
Valley Financial Group
Pennsylvania
$663K +$12.2K +246 +2%
IA
248
IFG Advisory
Georgia
$628K -$648K -13,083 -51%
SAM
249
Smithbridge Asset Management
Pennsylvania
$627K +$623K +12,589 New
OCFG
250
O'Connor Financial Group
Illinois
$623K +$6.98K +141 +1%
8 9
10
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