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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
CIA
101
Capital Investment Advisors
Georgia
$919K +$1.69K +33 +0.2%
MHS
102
M Holdings Securities
Oregon
$915K +$133K +2,591 +17%
AWA
103
Arete Wealth Advisors
Illinois
$904K +$253K +4,953 +39%
ECA
104
Elevated Capital Advisors
Utah
$892K +$886K +17,317 New
HH
105
Hilltop Holdings
Texas
$891K -$15.3K -300 -2%
TC
106
Telemus Capital
Michigan
$825K +$488K +9,528 +145%
SWM
107
Sequoia Wealth Management
Illinois
$817K +$817K +15,964 New
PG
108
Patten Group
Tennessee
$805K +$150K +2,940 +23%
CIAS
109
Capital Investment Advisory Services
North Carolina
$795K -$27.6K -540 -3%
VA
110
Valmark Advisers
Ohio
$793K -$440K -8,600 -36%
AIM
111
Advantage Investment Management
Iowa
$789K +$788K +15,392 New
PSG
112
Planning Solutions Group
Maryland
$785K +$60.4K +1,180 +8%
RFN
113
RDA Financial Network
Iowa
$785K +$783K +15,303 New
COI
114
Capital One Investing
Virginia
$764K +$25.6K +500 +3%
SCM
115
Smith Capital Management
Arkansas
$734K +$221K +4,315 +43%
CCA
116
Clearwater Capital Advisors
Illinois
$733K +$731K +14,290 New
W
117
WealthOne
New York
$667K +$1.09M +21,249 +20%
AI
118
Atria Investments
North Carolina
$643K -$779K -15,216 -55%
GCA
119
Genesee Capital Advisors
New York
$586K -$353K -6,895 -38%
WS
120
Wedbush Securities
California
$582K +$3.73K +73 +0.6%
JIP
121
Jaffetilchin Investment Partners
Florida
$577K +$90.5K +1,768 +19%
ACM
122
Allred Capital Management
Texas
$560K +$12.9K +253 +2%
PAS
123
Partnervest Advisory Services
California
$558K -$29.3K -573 -5%
SG
124
StoneX Group
New York
$555K +$20.7K +404 +4%
1IA
125
1834 Investment Advisors
Wisconsin
$549K +$16.1K +315 +3%
3 4
5
6 7