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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
AWA
251
Acorn Wealth Advisors
Michigan
$509K -$15.8K -334 -3%
MAG
252
MRA Advisory Group
New Jersey
$506K -$3.83M -80,818 -89%
SL
253
Salomon & Ludwin
Virginia
$492K – – –
CIAS
254
Capital Investment Advisory Services
North Carolina
$471K -$195K -4,112 -30%
OIA
255
OneDigital Investment Advisors
Kansas
$469K +$103K +2,174 +29%
NB
256
NBT Bank
New York
$462K +$454K +9,570 New
CCG
257
Capital CS Group
California
$462K +$453K +9,565 New
TWM
258
Tanager Wealth Management
United Kingdom
$455K -$88.2K -1,860 -16%
HA
259
Herold Advisors
New York
$444K +$996 +21 +0.2%
CA
260
Claro Advisors
Massachusetts
$438K +$5.03K +106 +1%
RW
261
Rede Wealth
Virginia
$426K -$309K -6,516 -43%
CW
262
Connectus Wealth
Ohio
$424K -$5.8M -122,320 -93%
CWA
263
Clarus Wealth Advisors
Arizona
$419K +$411K +8,670 New
PA
264
PFG Advisors
Arizona
$419K -$34.3K -723 -8%
FLI
265
Family Legacy Inc
South Carolina
$413K -$996 -21 -0.2%
CFD
266
Creative Financial Designs
Indiana
$408K -$1.61K -34 -0.4%
TA
267
TrueWealth Advisors
Alabama
$404K -$206K -4,352 -34%
AC
268
Avestar Capital
New York
$400K +$78K +1,645 +25%
AP
269
Atwood & Palmer
Missouri
$400K +$392K +8,270 New
HSA
270
HBK Sorce Advisory
Pennsylvania
$392K -$7.55M -159,248 -95%
SEP
271
Southland Equity Partners
Missouri
$390K -$31.4K -662 -8%
LNC
272
Lincoln National Corp
Pennsylvania
$386K -$161K -3,393 -30%
CAM
273
Cresset Asset Management
Illinois
$376K -$705K -14,878 -66%
CWM
274
Cranbrook Wealth Management
Michigan
$363K -$901K -19,004 -72%
PFA
275
Pinnacle Family Advisors
Missouri
$362K +$13.9K +293 +4%
9 10
11
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