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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
FLI
301
Family Legacy Inc
South Carolina
$426K – – –
IAN
302
Integrated Advisors Network
Texas
$424K -$2.97M -59,510 -88%
WCM
303
Winebrenner Capital Management
Kentucky
$422K -$11.5K -230 -3%
WANY
304
Wealthspire Advisors (New York)
New York
$415K – – –
AF
305
Allworth Financial
California
$409K -$18.3K -366 -4%
LFA
306
Laraway Financial Advisors
Minnesota
$405K -$29.8K -596 -7%
SIG
307
Sargent Investment Group
Maryland
$402K +$402K +8,035 New
OWA
308
OakTrust Wealth Advisors
Connecticut
$390K +$390K +7,803 New
TWP
309
Triad Wealth Partners
Kansas
$385K +$385K +7,703 New
1W
310
1776 Wealth
Georgia
$384K – – –
NB
311
NBT Bank
New York
$362K – – –
PTP
312
Platform Technology Partners
New York
$361K -$30K -601 -8%
BWA
313
BlueChip Wealth Advisors
Georgia
$359K -$68.5K -1,370 -16%
FFN
314
Focus Financial Network
Minnesota
$342K -$27.8K -557 -8%
WMA
315
West Michigan Advisors
Michigan
$337K -$11.9K -238 -3%
WMA
316
Wealth Management Associates
New Jersey
$335K +$450 +9 +0.1%
CF
317
Centaurus Financial
California
$330K +$93.8K +1,877 +40%
RIS
318
Retirement Income Solutions
Michigan
$329K – – –
JMA
319
J.M. Arbour
Maine
$329K +$329K +6,577 New
IWA
320
Integrity Wealth Advisors
California
$325K -$1.18M -23,547 -78%
MPIA
321
Milestones Private Investment Advisors
New York
$323K -$22.3K -447 -6%
E
322
Entelevest
Florida
$321K +$321K +6,425 New
PCS
323
Private Client Services
Kentucky
$319K +$750 +15 +0.2%
JIP
324
Jaffetilchin Investment Partners
Florida
$314K +$3.15K +63 +1%
CAC
325
Certified Advisory Corp
Florida
$313K +$38.3K +766 +14%
11 12
13
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