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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
ACMA
276
Arbor Capital Management (Alaska)
Alaska
$441K +$39.3K +805 +10%
TWM
277
Tanager Wealth Management
United Kingdom
$437K – – –
QCM
278
Quantinno Capital Management
New York
$436K +$434K +8,875 New
MOS
279
MGO One Seven
Ohio
$432K +$1.95K +40 +0.5%
WANY
280
Wealthspire Advisors (New York)
New York
$424K – – –
WCM
281
Winebrenner Capital Management
Kentucky
$421K -$13.8K -283 -3%
FLI
282
Family Legacy Inc
South Carolina
$418K – – –
SIG
283
Sargent Investment Group
Maryland
$414K -$24.9K -510 -6%
WIA
284
World Investment Advisors
California
$403K +$400K +8,194 New
CA
285
Claro Advisors
Massachusetts
$395K -$40K -818 -9%
MSAM
286
Moloney Securities Asset Management
Missouri
$395K +$25.4K +519 +7%
SWM
287
Stockman Wealth Management
Montana
$393K -$350K -7,155 -47%
CWA
288
Crux Wealth Advisors
California
$391K +$389K +7,960 New
PTP
289
Platform Technology Partners
New York
$385K +$19.9K +407 +5%
CAM
290
Cresset Asset Management
Illinois
$381K – – –
CCM
291
Chiron Capital Management
Florida
$371K – – –
NB
292
NBT Bank
New York
$371K -$12.4K -253 -3%
MWM
293
Meridian Wealth Management
Kentucky
$365K -$432K -8,844 -54%
PCS
294
Private Client Services
Kentucky
$351K -$37.7K -772 -10%
FHA
295
First Horizon Advisors
Tennessee
$335K -$9.53K -195 -3%
WMA
296
West Michigan Advisors
Michigan
$334K -$2.59K -53 -0.8%
CMS
297
Capital Market Strategies
Florida
$332K +$537 +11 +0.2%
CICC
298
Capital Investment Counsel (Colorado)
Colorado
$330K -$73.8K -1,510 -18%
WMA
299
Wealth Management Associates
New Jersey
$328K +$440 +9 +0.1%
KCFA
300
Key Client Fiduciary Advisors
New Jersey
$322K – – –
10 11
12
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