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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
MWM
301
Meridian Wealth Management
Kentucky
$469K -$29.2K -582 -6%
WE
302
Wealth Effects
Massachusetts
$468K – – –
GFG
303
Goldstone Financial Group
Illinois
$461K -$18.4K -367 -4%
PWS
304
Proactive Wealth Strategies
Georgia
$459K +$227K +4,519 +96%
PFA
305
Plotkin Financial Advisors
Maryland
$458K +$461K +9,200 New
BHBT
306
Burke & Herbert Bank & Trust
Virginia
$451K +$166K +3,305 +57%
PA
307
PFG Advisors
Arizona
$436K -$28.1K -560 -6%
NCM
308
Narwhal Capital Management
Georgia
$436K -$95.5K -1,905 -18%
FLI
309
Family Legacy Inc
South Carolina
$424K – – –
TS
310
TradeWell Securities
Indiana
$416K +$419K +8,356 New
SWGC
311
Summit Wealth Group (Colorado)
Colorado
$413K -$125K -2,486 -23%
WPW
312
Waldron Private Wealth
Pennsylvania
$407K -$467K -9,321 -53%
CPIA
313
Cornell Pochily Investment Advisors
New York
$405K -$413K -8,245 -50%
CA
314
Claro Advisors
Massachusetts
$397K -$55.9K -1,115 -12%
OWA
315
OakTrust Wealth Advisors
Connecticut
$394K +$5.57K +111 +1%
WCM
316
Winebrenner Capital Management
Kentucky
$394K -$26.6K -531 -6%
LFA
317
Laraway Financial Advisors
Minnesota
$391K -$12.3K -245 -3%
LWL
318
Leo Wealth LLC
Texas
$383K +$385K +7,682 New
1W
319
1776 Wealth
Georgia
$382K – – –
DAS
320
Dynamic Advisor Solutions
Arizona
$370K -$99K -1,974 -21%
SFC
321
Strategic Financial Concepts
Texas
$367K +$370K +7,378 New
SWM
322
Spire Wealth Management
Virginia
$363K +$77.3K +1,541 +27%
NB
323
NBT Bank
New York
$361K +$361K +7,193 +14,386%
PTP
324
Platform Technology Partners
New York
$360K – – –
HAS
325
HBW Advisory Services
California
$360K -$300K -5,989 -45%
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