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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
LOWM
301
Laurel Oak Wealth Management
New Jersey
$469K +$472K +9,411 New
MWM
302
Meridian Wealth Management
Kentucky
$469K -$29.2K -582 -6%
WE
303
Wealth Effects
Massachusetts
$468K – – –
GFG
304
Goldstone Financial Group
Illinois
$461K -$18.4K -367 -4%
PWS
305
Proactive Wealth Strategies
Georgia
$459K +$227K +4,519 +96%
PFA
306
Plotkin Financial Advisors
Maryland
$458K +$461K +9,200 New
BHBT
307
Burke & Herbert Bank & Trust
Virginia
$451K +$166K +3,305 +57%
PA
308
PFG Advisors
Arizona
$436K -$28.1K -560 -6%
NCM
309
Narwhal Capital Management
Georgia
$436K -$95.5K -1,905 -18%
FLI
310
Family Legacy Inc
South Carolina
$424K – – –
TS
311
TradeWell Securities
Indiana
$416K +$419K +8,356 New
SWGC
312
Summit Wealth Group (Colorado)
Colorado
$413K -$125K -2,486 -23%
WPW
313
Waldron Private Wealth
Pennsylvania
$407K -$467K -9,321 -53%
CPIA
314
Cornell Pochily Investment Advisors
New York
$405K -$413K -8,245 -50%
CA
315
Claro Advisors
Massachusetts
$397K -$55.9K -1,115 -12%
OWA
316
OakTrust Wealth Advisors
Connecticut
$394K +$5.57K +111 +1%
WCM
317
Winebrenner Capital Management
Kentucky
$394K -$26.6K -531 -6%
LFA
318
Laraway Financial Advisors
Minnesota
$391K -$12.3K -245 -3%
LWL
319
Leo Wealth LLC
Texas
$383K +$385K +7,682 New
1W
320
1776 Wealth
Georgia
$382K – – –
DAS
321
Dynamic Advisor Solutions
Arizona
$370K -$99K -1,974 -21%
SFC
322
Strategic Financial Concepts
Texas
$367K +$370K +7,378 New
SWM
323
Spire Wealth Management
Virginia
$363K +$77.3K +1,541 +27%
NB
324
NBT Bank
New York
$361K +$361K +7,193 +14,386%
PTP
325
Platform Technology Partners
New York
$360K – – –
11 12
13
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