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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
CAM
276
Cresset Asset Management
Illinois
$376K – – –
KCFA
277
Key Client Fiduciary Advisors
New Jersey
$365K +$365K +7,575 New
MOS
278
MGO One Seven
Ohio
$364K +$55.9K +1,160 +18%
IIL
279
Insight Inv LLC
California
$360K +$17.8K +370 +5%
PFA
280
Pinnacle Family Advisors
Missouri
$355K -$7.28K -151 -2%
FIM
281
Freedom Investment Management
Connecticut
$353K -$3.83M -79,424 -92%
OIA
282
OneDigital Investment Advisors
Kansas
$346K -$122K -2,538 -26%
ICG
283
InterOcean Capital Group
Tennessee
$345K +$344K +7,145 New
PA
284
PFG Advisors
Arizona
$342K -$76.2K -1,580 -18%
QCIG
285
Quad-Cities Investment Group
Iowa
$336K +$336K +6,971 New
BEI
286
Benjamin Edwards Inc
Missouri
$329K +$149K +3,096 +83%
CCM
287
Chiron Capital Management
Florida
$326K – – –
HSA
288
HBK Sorce Advisory
Pennsylvania
$323K -$68.4K -1,418 -17%
WWM
289
Western Wealth Management
Colorado
$317K -$432K -8,968 -58%
TSWM
290
Tyler-Stone Wealth Management
Ohio
$315K +$18K +373 +6%
CWM
291
Cornerstone Wealth Management
Missouri
$313K -$10.7K -222 -3%
CW
292
Connectus Wealth
Ohio
$312K -$111K -2,301 -26%
WMA
293
West Michigan Advisors
Michigan
$307K -$36.6K -759 -11%
RGF
294
Retirement Guys Formula
Ohio
$306K – – –
NP
295
Nilsine Partners
Colorado
$300K -$5.86M -121,620 -95%
TA
296
TrueWealth Advisors
Alabama
$297K -$107K -2,220 -27%
WMA
297
Wealth Management Associates
New Jersey
$295K +$771 +16 +0.3%
RSWM
298
Robertson Stephens Wealth Management
California
$292K – – –
SI
299
Shaker Investments
Ohio
$285K – – –
AA
300
AlphaMark Advisors
Kentucky
$279K -$25.7K -533 -8%
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12
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