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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
GCA
251
Genesee Capital Advisors
New York
$351K -$68.2K -1,319 -16%
PA
252
PFG Advisors
Arizona
$351K +$983 +19 +0.3%
WMA
253
Wealth Management Associates
New Jersey
$345K +$346K +6,684 New
CWM
254
Cornerstone Wealth Management
Missouri
$339K -$212K -4,090 -38%
LAS
255
Lloyd Advisory Services
Georgia
$335K -$57.3K -1,108 -15%
WP
256
WealthShield Partners
North Carolina
$335K +$231K +4,459 +221%
TWM
257
Titus Wealth Management
California
$333K -$94.7K -1,830 -22%
RFN
258
RDA Financial Network
Iowa
$333K +$36.2K +699 +12%
PIA
259
Perennial Investment Advisors
California
$310K +$310K +6,000 New
TA
260
TFG Advisers
Michigan
$307K +$16.1K +312 +6%
5L
261
55I LLC
Massachusetts
$305K -$100K -1,934 -25%
IAP
262
Indie Asset Partners
Indiana
$302K – – –
JWCA
263
J.W. Cole Advisors
Florida
$296K +$297K +5,732 New
AWA
264
Acorn Wealth Advisors
Michigan
$283K +$983 +19 +0.3%
ACM
265
Anfield Capital Management
California
$274K +$274K +5,302 New
DAS
266
Dynamic Advisor Solutions
Arizona
$259K -$23.5K -454 -8%
SW
267
SVB Wealth
Massachusetts
$243K +$243K +4,698 New
BFA
268
Brendel Financial Advisors
New Hampshire
$229K -$48.3K -933 -17%
CA
269
Crumly & Associates
Illinois
$225K – – –
ACI
270
Alpha Cubed Investments
California
$221K – – –
OPA
271
Old Port Advisors
Maine
$212K -$8.9K -172 -4%
NFG
272
Nations Financial Group
Iowa
$210K +$210K +4,067 New
CCG
273
Chatham Capital Group
Georgia
$207K -$25.9K -500 -11%
MAFM
274
Mid Atlantic Financial Management
Pennsylvania
$205K +$206K +3,977 New
BFA
275
Beacon Financial Advisory
Ohio
$200K +$207 +4 +0.1%
9 10
11
12 13