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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
1IA
251
1834 Investment Advisors
Wisconsin
$551K – – –
CWS
252
Cypress Wealth Services
California
$551K +$552K +10,700 New
PAG
253
Pinnacle Advisory Group
Maryland
$541K – – –
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$535K -$51.6K -1,000 -9%
FWM
255
Frontier Wealth Management
Missouri
$528K +$24.1K +468 +5%
MWM
256
MBE Wealth Management
Wisconsin
$516K +$111K +2,162 +27%
SIAP
257
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$515K – – –
WDC
258
Woodward Diversified Capital
California
$515K +$516K +10,000 New
SBL
259
Sargent Bickham Lagudis
Colorado
$511K -$580K -11,248 -53%
BCM
260
Breiter Capital Management
Florida
$498K – – –
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$493K -$594K -11,517 -55%
CA
262
Calton & Associates
Florida
$493K +$90.8K +1,760 +22%
MBT
263
Montecito Bank & Trust
California
$487K +$488K +9,461 New
CRWM
264
Castle Rock Wealth Management
California
$474K +$474K +9,200 New
HWM
265
Holloway Wealth Management
Florida
$464K – – –
JCM
266
Jacobi Capital Management
Pennsylvania
$463K +$15.3K +297 +3%
JIP
267
Jaffetilchin Investment Partners
Florida
$453K +$12.6K +245 +3%
AF
268
Allworth Financial
California
$449K +$258 +5 +0.1%
CW
269
CreativeOne Wealth
Kansas
$427K +$428K +8,295 New
BCI
270
Brinker Capital Investments
Pennsylvania
$417K – – –
AWM
271
Accel Wealth Management
Iowa
$414K +$414K +8,034 New
WP
272
WealthShield Partners
North Carolina
$409K +$76.2K +1,477 +23%
ICP
273
Interchange Capital Partners
Pennsylvania
$403K +$405K +7,845 New
FLI
274
Family Legacy Inc
South Carolina
$401K -$16.3K -317 -4%
ACM
275
Anfield Capital Management
California
$397K +$125K +2,415 +46%
9 10
11
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