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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
SAM
326
Stansberry Asset Management
Texas
$223K +$224K +4,611 New
PCM
327
Presidio Capital Management
California
$222K +$223K +4,600 New
JIP
328
Jaffetilchin Investment Partners
Florida
$218K -$549K -11,294 -71%
FWP
329
Firethorn Wealth Partners
Georgia
$218K +$218K +4,494 New
EP
330
Eudaimonia Partners
Tennessee
$217K -$71.1K -1,463 -25%
UWM
331
USAdvisors Wealth Management
Minnesota
$213K -$8.6K -177 -4%
MIM
332
MTM Investment Management
South Carolina
$205K – – –
GVAG
333
Great Valley Advisor Group
Delaware
$205K +$207K +4,253 New
CF
334
Centaurus Financial
California
$202K -$117K -2,417 -37%
PB
335
Pinnacle Bancorp
Nebraska
$175K -$97.2K -2,000 -36%
M1FG
336
Mach-1 Financial Group
Arkansas
$165K +$166K +3,420 New
AWM
337
Accel Wealth Management
Iowa
$131K +$340 +7 +0.3%
AWM
338
Avior Wealth Management
Nebraska
$126K +$632 +13 +0.5%
AIP
339
Ameritas Investment Partners
Nebraska
$114K +$18.1K +372 +19%
FPB
340
First PREMIER Bank
South Dakota
$106K -$880K -18,104 -89%
TCWA
341
Ten Capital Wealth Advisors
Washington
$105K -$2.38K -49 -2%
PMFA
342
Plante Moran Financial Advisors
Michigan
$92K – – –
AF
343
Advisornet Financial
Minnesota
$91K – – –
ACA
344
Aptus Capital Advisors
Alabama
$89K -$13.4K -275 -13%
GWANC
345
Guardian Wealth Advisors (North Carolina)
North Carolina
$89K +$26.7K +550 +42%
TAM
346
Tucker Asset Management
Colorado
$86.7K -$27.7K -570 -24%
UWM
347
Urban Wealth Management
California
$78K +$78.8K +1,622 New
RWM
348
Raffa Wealth Management
District of Columbia
$70.1K -$1.8K -37 -2%
HIA
349
Harbor Investment Advisory
Maryland
$67K – – –
BA
350
Bivin & Associates
Oklahoma
$66K +$66.4K +1,367 New
12 13
14
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