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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
AF
276
Allworth Financial
California
$426K -$126K -2,549 -23%
FLI
277
Family Legacy Inc
South Carolina
$424K – – –
WANY
278
Wealthspire Advisors (New York)
New York
$414K – – –
GFG
279
Goldstone Financial Group
Illinois
$409K -$17.4K -351 -4%
MSAM
280
Moloney Securities Asset Management
Missouri
$409K -$16.1K -325 -4%
SWM
281
Stockman Wealth Management
Montana
$398K – – –
PTP
282
Platform Technology Partners
New York
$390K – – –
1W
283
1776 Wealth
Georgia
$382K -$103K -2,082 -21%
CA
284
Claro Advisors
Massachusetts
$372K +$3.42K +69 +0.9%
CCA
285
Carrera Capital Advisors
Michigan
$370K +$368K +7,433 New
FFN
286
Focus Financial Network
Minnesota
$368K -$247 -5 -0.1%
NB
287
NBT Bank
New York
$364K -$359K -7,251 -99%
WMA
288
West Michigan Advisors
Michigan
$347K +$14.3K +288 +4%
MPIA
289
Milestones Private Investment Advisors
New York
$344K -$10.3K -208 -3%
SAI
290
Savvy Advisors Inc
New York
$339K +$337K +6,818 New
SFC
291
Strategic Financial Concepts
Texas
$335K +$333K +6,730 New
WMA
292
Wealth Management Associates
New Jersey
$333K +$445 +9 +0.1%
CCM
293
Chiron Capital Management
Florida
$331K -$44.5K -900 -12%
RIS
294
Retirement Income Solutions
Michigan
$328K +$91.5K +1,848 +39%
SAW
295
Signal Advisors Wealth
Michigan
$323K +$41K +829 +15%
PCS
296
Private Client Services
Kentucky
$317K -$1.14K -23 -0.4%
JIP
297
Jaffetilchin Investment Partners
Florida
$309K +$52.4K +1,059 +21%
CWM
298
Cornerstone Wealth Management
Missouri
$303K -$16.7K -337 -5%
AIC
299
Archer Investment Corporation
Indiana
$301K -$99 -2 -0%
LC
300
Luminist Capital
Michigan
$296K – – –
10 11
12
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