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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
WP
76
WealthSource Partners
California
$929K -$795K -15,555 -46%
RA
77
RFG Advisory
Alabama
$928K +$307K +6,002 +49%
AW
78
ACG Wealth
Georgia
$921K +$139K +2,725 +18%
CIA
79
Capital Investment Advisors
Georgia
$911K +$6.95K +136 +0.8%
DLHL
80
Donald L. Hagan LLC
Florida
$898K -$1.15M -22,407 -56%
HH
81
Hilltop Holdings
Texas
$878K -$79.4K -1,552 -8%
PAG
82
Private Advisor Group
New Jersey
$849K +$314K +6,145 +58%
MIAN
83
Mariner Independent Advisor Network
Kansas
$808K +$813K +15,894 New
WWMSC
84
Wagner Wealth Management (South Carolina)
South Carolina
$770K +$238K +4,648 +44%
WS
85
Wedbush Securities
California
$573K -$137K -2,682 -19%
SI
86
Stephens Inc
Arkansas
$560K -$96.7K -1,891 -15%
BRWA
87
B. Riley Wealth Advisors
Florida
$549K +$16.7K +327 +3%
CRWM
88
Castle Rock Wealth Management
California
$547K +$107K +2,099 +24%
1IA
89
1834 Investment Advisors
Wisconsin
$540K +$102 +2 +0%
VWM
90
Venturi Wealth Management
Texas
$525K – – –
JIP
91
Jaffetilchin Investment Partners
Florida
$488K +$489K +9,568 New
SG
92
StoneX Group
New York
$480K +$25.1K +491 +6%
SPC
93
Sigma Planning Corp
Michigan
$453K +$40.1K +784 +10%
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$452K +$3.12K +61 +0.7%
CAM
95
Concorde Asset Management
Michigan
$448K +$450K +8,799 New
GFPC
96
Global Financial Private Capital
Florida
$414K +$20.5K +401 +5%
IWM
97
IHT Wealth Management
Illinois
$388K -$41K -801 -10%
CA
98
Cetera Advisors
Colorado
$385K +$132K +2,584 +52%
AWA
99
Acorn Wealth Advisors
Michigan
$376K – – –
RJT
100
Raymond James Trust
Florida
$364K +$365K +7,145 New
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4
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