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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
TA
251
TruWealth Advisors
Louisiana
$468K – – –
OA
252
Oxbow Advisors
Texas
$456K – – –
FLI
253
Family Legacy Inc
South Carolina
$440K – – –
GSWM
254
Golden State Wealth Management
California
$433K +$30.6K +602 +8%
CA
255
Calton & Associates
Florida
$432K -$29.4K -580 -6%
CRWM
256
Castle Rock Wealth Management
California
$431K -$27.9K -550 -6%
TCM
257
Telos Capital Management
California
$429K -$19K -374 -4%
CBFP
258
Cedar Brook Financial Partners
Ohio
$426K -$156K -3,074 -27%
FMTC
259
Farmers & Merchants Trust Company
California
$423K +$124K +2,444 +41%
PWM
260
Purus Wealth Management
California
$421K +$422K +8,317 New
SMC
261
Smith, Moore & Co
Missouri
$419K +$58.5K +1,152 +16%
AC
262
Avestar Capital
New York
$416K -$33.5K -660 -7%
BCI
263
Brinker Capital Investments
Pennsylvania
$409K – – –
WP
264
WealthSource Partners
California
$395K -$1.83M -36,137 -82%
AF
265
Allworth Financial
California
$394K -$47.7K -940 -11%
SFG
266
Sovereign Financial Group
Connecticut
$379K -$94.3K -1,858 -20%
OIA
267
OneDigital Investment Advisors
Kansas
$377K +$103K +2,023 +37%
LWAC
268
Laurel Wealth Advisors (California)
California
$373K -$4.68M -92,126 -93%
PSF
269
Pacific Sun Financial
California
$373K +$374K +7,370 New
IAP
270
Indie Asset Partners
Indiana
$352K – – –
CA
271
Continuum Advisory
Idaho
$352K +$128K +2,518 +57%
EP
272
Eudaimonia Partners
Tennessee
$351K +$11.3K +222 +3%
WMA
273
Wealth Management Associates
New Jersey
$349K +$203 +4 +0.1%
CFAM
274
Center For Asset Management
Florida
$342K +$4.62K +91 +1%
GCA
275
Genesee Capital Advisors
New York
$342K +$343K +6,767 New
9 10
11
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