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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
TCA
276
Transcend Capital Advisors
New Jersey
$391K +$75.8K +1,572 +24%
APWA
277
Atlas Private Wealth Advisors
New Jersey
$390K -$114K -2,367 -22%
OIA
278
OneDigital Investment Advisors
Kansas
$387K -$23.8K -494 -6%
CRWM
279
Castle Rock Wealth Management
California
$386K -$11.1K -230 -3%
SCFS
280
S.C. Financial Services
Arizona
$381K -$27.4K -567 -7%
FWP
281
Firethorn Wealth Partners
Georgia
$379K +$169K +3,507 +78%
KIG
282
Kowal Investment Group
Wisconsin
$377K +$48.8K +1,011 +15%
FA
283
Fermata Advisors
California
$367K -$24.2K -501 -6%
ACMA
284
Arbor Capital Management (Alaska)
Alaska
$354K +$13.1K +271 +4%
WWA
285
WCG Wealth Advisors
Nevada
$347K -$7.93M -164,303 -96%
AOG
286
Alpha Omega Group
Virginia
$343K – – –
PSF
287
Pacific Sun Financial
California
$338K – – –
FHA
288
Flagship Harbor Advisors
Massachusetts
$336K -$13.8K -285 -4%
BAM
289
Belpointe Asset Management
Nevada
$331K +$111K +2,307 +49%
HIS
290
Harvest Investment Services
Illinois
$329K -$96 -2 -0%
JAWM
291
J. Arnold Wealth Management
Ohio
$321K -$24.6K -510 -7%
SMC
292
Smith, Moore & Co
Missouri
$320K +$24.3K +503 +8%
WMA
293
Wealth Management Associates
New Jersey
$317K +$193 +4 +0.1%
WHCI
294
W.H. Cornerstone Investments
Massachusetts
$314K +$321K +6,650 New
OIA
295
Optimum Investment Advisors
Illinois
$313K – – –
MHS
296
M Holdings Securities
Oregon
$312K +$318K +6,585 New
PPP
297
Private Portfolio Partners
New Jersey
$311K -$320K -6,623 -50%
NWMG
298
National Wealth Management Group
Ohio
$305K -$28.9K -598 -8%
GCA
299
Genesee Capital Advisors
New York
$292K +$1.25K +26 +0.4%
CC
300
Cypress Capital
Tennessee
$290K +$37.8K +783 +15%
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12
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