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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
CFS
326
Commonwealth Financial Services
West Virginia
$267K -$6.77M -138,243 -96%
TA
327
TrueWealth Advisors
Alabama
$261K +$260K +5,302 New
AA
328
Ancora Advisors
Ohio
$260K – – –
T
329
Tidemark
California
$259K +$49.4K +1,009 +24%
RGF
330
Retirement Guys Formula
Ohio
$258K – – –
MMA
331
Miracle Mile Advisors
California
$257K – – –
TWM
332
Trueblood Wealth Management
Ohio
$256K +$196 +4 +0.1%
JIP
333
Jaffetilchin Investment Partners
Florida
$254K +$2.55K +52 +1%
FFA
334
Farther Finance Advisors
California
$251K -$724K -14,780 -74%
EL
335
Essex LLC
Illinois
$250K -$5.48K -112 -2%
SWM
336
SeaCrest Wealth Management
New York
$250K – – –
MI
337
Moneywise Inc
Virginia
$249K +$1.08K +22 +0.4%
CAC
338
Certified Advisory Corp
Florida
$247K +$246K +5,020 New
HSA
339
HBK Sorce Advisory
Pennsylvania
$246K -$5.04K -103 -2%
WC
340
Waterloo Capital
Texas
$243K – – –
QCIG
341
Quad-Cities Investment Group
Iowa
$242K -$3.04K -62 -1%
RIS
342
Retirement Income Solutions
Michigan
$233K +$4.95K +101 +2%
FIM
343
Freedom Investment Management
Connecticut
$230K -$13K -266 -5%
MP
344
Moment Partners
California
$229K -$21.7K -444 -9%
PWS
345
Proactive Wealth Strategies
Georgia
$229K +$2.3K +47 +1%
WWM
346
Western Wealth Management
Colorado
$229K +$245 +5 +0.1%
SEIA
347
Signature Estate & Investment Advisors
California
$227K +$245 +5 +0.1%
GCA
348
Genesee Capital Advisors
New York
$227K +$1.96K +40 +0.9%
SB
349
Strategic Blueprint
Georgia
$227K -$34.1K -697 -13%
CF
350
Centaurus Financial
California
$226K -$41.1K -839 -15%
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14
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