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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
PTP
276
Platform Technology Partners
New York
$358K – – –
NWM
277
Northwest Wealth Management
Iowa
$349K -$24.7K -521 -7%
WMA
278
West Michigan Advisors
Michigan
$344K +$63.9K +1,347 +23%
IIL
279
Insight Inv LLC
California
$343K – – –
KA
280
Kovack Advisors
Florida
$332K -$8.49K -179 -3%
CCM
281
Chiron Capital Management
Florida
$326K -$130K -2,733 -29%
CWM
282
Cornerstone Wealth Management
Missouri
$324K -$4.36K -92 -1%
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$313K +$307K +6,473 New
MOS
284
MGO One Seven
Ohio
$309K -$29.7K -626 -9%
AIC
285
Archer Investment Corporation
Indiana
$308K +$3.37K +71 +1%
RGF
286
Retirement Guys Formula
Ohio
$307K -$178K -3,765 -37%
AA
287
AlphaMark Advisors
Kentucky
$306K -$10.4K -220 -3%
WC
288
Waterloo Capital
Texas
$305K -$1.05M -22,241 -78%
TSWM
289
Tyler-Stone Wealth Management
Ohio
$297K -$18.8K -397 -6%
WMA
290
Wealth Management Associates
New Jersey
$296K +$474 +10 +0.2%
CC
291
Cypress Capital
Tennessee
$293K – – –
RSWM
292
Robertson Stephens Wealth Management
California
$292K +$287K +6,048 New
TC
293
Telemus Capital
Michigan
$289K +$283K +5,974 New
SI
294
Shaker Investments
Ohio
$286K – – –
TA
295
TFB Advisors
Kansas
$273K -$142K -2,995 -35%
SAW
296
Signal Advisors Wealth
Michigan
$270K +$265K +5,581 New
PIA
297
Pinion Investment Advisors
Kansas
$267K – – –
CAM
298
Concorde Asset Management
Michigan
$263K -$8.44K -178 -3%
EL
299
Essex LLC
Illinois
$262K -$14.9K -315 -5%
LSA
300
Lion Street Advisors
Texas
$262K -$235K -4,961 -48%
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