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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
FGAM
376
Financial Gravity Asset Management
Texas
$2.59K +$9.95K +198 +381%
PFA
377
Professional Financial Advisors
Nebraska
$2K – – –
CB
378
CNB Bank
Pennsylvania
$2K +$2.01K +40 New
AWA
379
Amplius Wealth Advisors
Pennsylvania
$2K +$2.77K +55 New
FHC
380
First Heartland Consultants
Missouri
$1.54K +$271K +5,384 +21%
CP
381
Castleview Partners
Texas
$23 +$57.8K +1,149 New
AIM
382
Astor Investment Management
Illinois
– -$17.5M -345,578 Closed
AFA
383
Arlington Financial Advisors
California
– -$12.6M -248,659 Closed
QWM
384
Quaker Wealth Management
New Jersey
– -$11.3M -223,916 Closed
Ameriprise
385
Ameriprise
Minnesota
– -$4.12M -81,522 Closed
BBA
386
Braun-Bostich & Associates
Pennsylvania
– -$2.35M -46,537 Closed
OWA
387
Outlook Wealth Advisors
Texas
– -$1.36M -26,901 Closed
GRP
388
Global Retirement Partners
California
– -$872K -17,249 Closed
AssetMark Inc
389
AssetMark Inc
California
– -$770K -15,217 Closed
LWM
390
Laidlaw Wealth Management
New York
– -$745K -14,728 Closed
SS
391
Simplicity Solutions
Minnesota
– -$619K -12,243 Closed
IA
392
Insight Advisors
Pennsylvania
– -$538K -10,682 Closed
QCIG
393
Quad-Cities Investment Group
Iowa
– -$518K -10,237 Closed
BCM
394
Breiter Capital Management
Florida
– -$498K -9,843 Closed
PWM
395
Purus Wealth Management
California
– -$421K -8,317 Closed
BCI
396
Brinker Capital Investments
Pennsylvania
– -$409K -8,094 Closed
CFAM
397
Center For Asset Management
Florida
– -$342K -6,765 Closed
RIS
398
Retirement Income Solutions
Michigan
– -$330K -6,534 Closed
FWM
399
Frontier Wealth Management
Missouri
– -$259K -5,116 Closed
MP
400
McDonald Partners
Ohio
– -$249K -4,927 Closed
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