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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
Q1WB
376
Quest 10 Wealth Builders
Virginia
$27.6K -$3.08K -63 -10%
BCMLT
377
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.4K -$114K -2,341 -81%
WP
378
WealthShield Partners
North Carolina
$24.8K – – –
DFA
379
DHJJ Financial Advisors
Illinois
$20.7K +$1.47K +30 +8%
TWD
380
True Wealth Design
Ohio
$19.7K – – –
AFS
381
Anderson Financial Strategies
Ohio
$19.7K +$19.5K +400 New
RIL
382
Rothschild Investment LLC
Illinois
$16.5K – – –
BCWM
383
Bartlett & Co Wealth Management
Ohio
$14.7K +$733 +15 +5%
SS
384
Sunbelt Securities
Texas
$13.9K -$15.6K -320 -53%
ANBT
385
American National Bank & Trust
Texas
$13.7K +$13.6K +279 New
TSMHT
386
Thurston Springer Miller Herd & Titak
Indiana
$12.9K – – –
S
387
Sachetta
Massachusetts
$12.8K – – –
CVM
388
Cheviot Value Management
California
$12.5K +$12.5K +255 New
EWP
389
Elevation Wealth Partners
California
$10.6K – – –
CFO
390
CVA Family Office
Colorado
$10.2K – – –
AW
391
Avion Wealth
Texas
$10K – – –
KWM
392
Kiker Wealth Management
Georgia
$9.83K +$9.77K +200 New
EWA
393
EverSource Wealth Advisors
Alabama
$6.44K +$6.4K +131 New
CAL
394
Capital Analysts LLC
Pennsylvania
$6K +$5.62K +115 New
CAM
395
Creekmur Asset Management
Illinois
$5.21K – – –
AG
396
AmeriFlex Group
Nevada
$5.06K – – –
T
397
Transce3nd
Texas
$3.79K – – –
LRWM
398
Lord & Richards Wealth Management
Colorado
$3.54K +$3.52K +72 New
ME
399
McIlrath & Eck
Washington
$2.8K – – –
IWM
400
IMG Wealth Management
Florida
$2.76K – – –
14 15
16
17 18