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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
MI
326
Moneywise Inc
Virginia
$248K +$1.03K +21 +0.4%
LFAS
327
Level Four Advisory Services
Texas
$245K -$7.38K -151 -3%
QCIG
328
Quad-Cities Investment Group
Iowa
$244K -$85.7K -1,754 -26%
FIM
329
Freedom Investment Management
Connecticut
$243K -$8.45K -173 -3%
LFG
330
Larson Financial Group
Missouri
$243K -$12.9K -264 -5%
WC
331
Waterloo Capital
Texas
$242K -$25.8K -529 -10%
GSWM
332
Golden State Wealth Management
California
$235K +$221K +4,531 +1,812%
WWM
333
Western Wealth Management
Colorado
$228K -$222K -4,547 -50%
RIS
334
Retirement Income Solutions
Michigan
$228K +$226K +4,634 New
SEIA
335
Signature Estate & Investment Advisors
California
$227K +$225K +4,613 New
PWS
336
Proactive Wealth Strategies
Georgia
$226K +$2.3K +47 +1%
SAW
337
Signal Advisors Wealth
Michigan
$225K -$136K -2,775 -38%
GCA
338
Genesee Capital Advisors
New York
$224K +$1.95K +40 +0.9%
HIW
339
Holos Integrated Wealth
Pennsylvania
$221K +$91.4K +1,871 +72%
HAS
340
HBW Advisory Services
California
$218K +$217K +4,433 New
AF
341
Advisornet Financial
Minnesota
$215K +$133K +2,712 +163%
NG
342
Novem Group
New York
$210K +$4.74K +97 +2%
RG
343
Rathbones Group
United Kingdom
$209K +$208K +4,254 New
SFG
344
Sovereign Financial Group
Connecticut
$209K -$5.37K -110 -3%
T
345
Tidemark
California
$209K +$440 +9 +0.2%
BFG
346
Beacon Financial Group
Texas
$208K – – –
CRWM
347
Castle Rock Wealth Management
California
$206K -$489 -10 -0.2%
MFG
348
Mission Financial Group
Nevada
$205K +$201K +4,110 New
LSA
349
Lion Street Advisors
Texas
$205K – – –
CCP
350
Clarity Capital Partners
California
$203K +$202K +4,127 New
12 13
14
15 16