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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
SI
126
Stephens Inc
Arkansas
$3.87M -$3.09M -60,798 -44%
TA
127
TrueWealth Advisors
Alabama
$3.7M -$416K -8,190 -10%
IA
128
IFP Advisors
Florida
$3.65M +$650K +12,808 +22%
NFG
129
Next Financial Group
Texas
$3.64M -$1.5M -29,646 -29%
CPIG
130
Chicago Partners Investment Group
Illinois
$3.53M -$79.7K -1,571 -2%
MMA
131
Miracle Mile Advisors
California
$3.44M -$188K -3,714 -5%
WAM
132
WealthTrust Asset Management
Florida
$3.43M +$2.26M +44,630 +193%
NWS
133
Newport Wealth Strategies
California
$3.42M -$210K -4,140 -6%
CWM
134
Concentrum Wealth Management
California
$3.32M -$579K -11,409 -15%
HWM
135
Holloway Wealth Management
Florida
$3.23M – – –
LFAS
136
Level Four Advisory Services
Texas
$3.15M -$8.61M -169,720 -73%
AWA
137
Arkadios Wealth Advisors
Georgia
$3.09M -$952K -18,753 -23%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$3.08M +$231K +4,555 +8%
CA
139
Claro Advisors
Massachusetts
$3.06M -$1.91M -37,627 -38%
CAL
140
Capital Analysts LLC
Pennsylvania
$2.99M -$92K -1,812 -3%
VCM
141
Virtue Capital Management
Tennessee
$2.94M +$2.95M +58,105 New
BWM
142
BerganKDV Wealth Management
Minnesota
$2.93M -$617K -12,162 -17%
WS
143
Wedbush Securities
California
$2.83M -$76.2K -1,502 -3%
SG
144
StoneX Group
New York
$2.77M -$56.5K -1,114 -2%
CA
145
Cetera Advisors
Colorado
$2.7M +$721K +14,215 +36%
MI
146
Moneywise Inc
Virginia
$2.68M +$219K +4,314 +9%
HCIA
147
Hochman Cole Investment Advisors
Illinois
$2.44M +$1.14M +22,383 +87%
TCM
148
Triumph Capital Management
Colorado
$2.42M +$2.43M +47,896 New
FPWM
149
FSB Premier Wealth Management
Iowa
$2.42M +$359K +7,084 +17%
RIA
150
Regal Investment Advisors
Michigan
$2.4M -$43.7K -861 -2%
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