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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
SIM
301
SSI Investment Management
California
$497K -$1.5K -30 -0.3%
QCM
302
Quantinno Capital Management
New York
$493K -$848 -17 -0.2%
GRP
303
Global Retirement Partners
California
$490K +$491K +9,853 New
EFG
304
Embree Financial Group
Illinois
$487K -$228K -4,570 -32%
GM
305
GeoWealth Management
Illinois
$472K -$56.4K -1,130 -11%
6F
306
626 Financial
Michigan
$470K -$86.6K -1,737 -16%
WE
307
Wealth Effects
Massachusetts
$468K – – –
UCFA
308
United Capital Financial Advisors
Texas
$466K -$27.7K -556 -6%
APFP
309
Action Point Financial Planning
Michigan
$463K +$463K +9,292 New
KWIA
310
Kinetic Wealth Investment Advisors
Ohio
$460K +$461K +9,244 New
BHBT
311
Burke & Herbert Bank & Trust
Virginia
$451K – – –
CA
312
Claro Advisors
Massachusetts
$446K +$50K +1,002 +13%
PWS
313
Proactive Wealth Strategies
Georgia
$444K -$14.2K -285 -3%
MWM
314
Meridian Wealth Management
Kentucky
$444K -$24.2K -486 -5%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$442K -$136K -2,722 -23%
TS
316
TradeWell Securities
Indiana
$436K +$19.7K +394 +5%
BWM
317
BankPlus Wealth Management
Mississippi
$433K +$434K +8,694 New
FLI
318
Family Legacy Inc
South Carolina
$424K – – –
ACMA
319
Arbor Capital Management (Alaska)
Alaska
$419K -$69.8K -1,399 -14%
PA
320
PFG Advisors
Arizona
$414K -$22K -441 -5%
WCM
321
Winebrenner Capital Management
Kentucky
$400K +$6.43K +129 +2%
HW
322
Hamilton Wealth
California
$396K -$287K -5,745 -42%
OWA
323
OakTrust Wealth Advisors
Connecticut
$394K +$349 +7 +0.1%
WMA
324
West Michigan Advisors
Michigan
$394K +$48.6K +974 +14%
AWM
325
Accurate Wealth Management
Florida
$393K +$395K +7,915 New
11 12
13
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