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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
KWS
126
Keystone Wealth Services
California
$3.53M +$224K +4,582 +7%
PFG
127
Prosperity Financial Group
California
$3.41M -$3.37M -68,986 -50%
USCWA
128
U.S. Capital Wealth Advisors
Texas
$3.35M +$850K +17,401 +34%
SWTS
129
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.25M +$1.27M +25,913 +64%
VCM
130
Virtue Capital Management
Tennessee
$3.11M +$3.09M +63,250 New
DWMS
131
Dominguez Wealth Management Solutions
Virginia
$3.11M +$38.4K +785 +1%
TGAM
132
TBH Global Asset Management
Tennessee
$3.08M +$247K +5,058 +9%
HW
133
Hamilton Wealth
California
$3.03M +$2.44M +49,958 +426%
FAIM
134
Financial Advocates Investment Management
Washington
$3.01M -$119K -2,436 -4%
VA
135
VestGen Advisors
Illinois
$2.98M +$2.97M +60,694 New
VCM
136
Vivaldi Capital Management
Illinois
$2.97M -$782K -16,001 -21%
FPWM
137
FSB Premier Wealth Management
Iowa
$2.94M +$209K +4,272 +8%
CA
138
Continuum Advisory
Idaho
$2.83M +$556K +11,385 +25%
SA
139
Sanctuary Advisors
Indiana
$2.78M -$721K -14,757 -21%
AWM
140
AE Wealth Management
Kansas
$2.76M -$71.2K -1,458 -3%
CF
141
Claris Financial
Virginia
$2.75M – – –
DWP
142
Destiny Wealth Partners
Florida
$2.69M +$202K +4,125 +8%
CHC
143
City Holding Co
West Virginia
$2.58M +$555K +11,353 +28%
DC
144
Davenport & Co
Virginia
$2.58M -$1.71K -35 -0.1%
CCM
145
Condor Capital Management
New Jersey
$2.49M -$13.4M -274,272 -84%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$2.48M +$430K +8,810 +21%
PSFG
147
Park Square Financial Group
Georgia
$2.47M -$766K -15,672 -24%
IWM
148
Iams Wealth Management
Nebraska
$2.46M -$340K -6,968 -12%
BAM
149
Belpointe Asset Management
Nevada
$2.45M +$1.71M +34,981 +237%
NPAN
150
Northeast Planning Associates NH
New Hampshire
$2.42M +$2.41M +49,306 New
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