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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
BFA
276
Beacon Financial Advisory
Ohio
$453K +$116K +2,369 +34%
MWA
277
Merkkuri Wealth Advisors
New York
$443K -$62.6K -1,281 -12%
TWM
278
Tanager Wealth Management
United Kingdom
$433K – – –
SIG
279
Sargent Investment Group
Maryland
$433K -$57.9K -1,185 -12%
CA
280
Claro Advisors
Massachusetts
$431K +$12.2K +249 +3%
WCM
281
Winebrenner Capital Management
Kentucky
$431K +$433K +8,854 New
CIAS
282
Capital Investment Advisory Services
North Carolina
$427K +$25.2K +515 +6%
IIL
283
Insight Inv LLC
California
$427K -$143K -2,930 -25%
MOS
284
MGO One Seven
Ohio
$426K -$7.62K -156 -2%
DAS
285
Dynamic Advisor Solutions
Arizona
$421K -$42.3K -865 -9%
WANY
286
Wealthspire Advisors (New York)
New York
$420K +$421K +8,628 New
DTC
287
Davidson Trust Company
Washington
$417K – – –
FLI
288
Family Legacy Inc
South Carolina
$413K -$1.51K -31 -0.4%
CICC
289
Capital Investment Counsel (Colorado)
Colorado
$400K -$527K -10,794 -57%
CWA
290
Clarus Wealth Advisors
Arizona
$400K -$7.82K -160 -2%
ACMA
291
Arbor Capital Management (Alaska)
Alaska
$397K +$97.8K +2,003 +33%
CCG
292
Capital CS Group
California
$393K +$22.9K +469 +6%
TFG
293
Team Financial Group
California
$388K +$182K +3,735 +88%
PCS
294
Private Client Services
Kentucky
$385K +$33.5K +686 +10%
NB
295
NBT Bank
New York
$379K -$57.3K -1,174 -13%
CAM
296
Cresset Asset Management
Illinois
$378K – – –
CCM
297
Chiron Capital Management
Florida
$367K -$97.7K -2,000 -21%
MSAM
298
Moloney Securities Asset Management
Missouri
$366K -$7.82K -160 -2%
SB
299
Strategic Blueprint
Georgia
$365K -$25.1K -513 -6%
PTP
300
Platform Technology Partners
New York
$361K – – –
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12
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