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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
CWM
151
Cornerstone Wealth Management
Missouri
$375K +$107K +2,084 +41%
TW
152
Towerpoint Wealth
California
$367K – – –
KA
153
Kovack Advisors
Florida
$354K +$352K +6,843 New
AAS
154
Avantax Advisory Services
Texas
$348K +$346K +6,724 New
ACA
155
Aptus Capital Advisors
Alabama
$343K – – –
TSS
156
Two Sigma Securities
New York
$335K +$333K +6,476 New
GRP
157
Global Retirement Partners
California
$334K +$87.3K +1,697 +36%
WPSG
158
Wealth & Pension Services Group
Georgia
$334K +$116K +2,260 +54%
ASN
159
Advisory Services Network
Georgia
$328K +$306K +5,954 +1,500%
NWP
160
Northstar Wealth Partners
Connecticut
$326K – – –
AFP
161
Ausdal Financial Partners
Iowa
$321K +$23.7K +460 +8%
PA
162
PFG Advisors
Arizona
$320K +$110K +2,145 +53%
HIS
163
Harvest Investment Services
Illinois
$318K -$66.7K -1,296 -17%
PGA
164
Premia Global Advisors
Florida
$312K +$20.6K +400 +7%
FA
165
FDx Advisors
Illinois
$309K +$71.3K +1,386 +30%
BWCS
166
Beirne Wealth Consulting Services
Connecticut
$307K -$28.6K -557 -9%
MIM
167
Moseley Investment Management
Florida
$290K +$33K +641 +13%
GSWM
168
Golden State Wealth Management
California
$290K +$202K +3,918 +230%
VWM
169
Venturi Wealth Management
Texas
$275K -$64.3K -1,250 -19%
AEPG
170
American Economic Planning Group
New Jersey
$254K – – –
CCG
171
Chatham Capital Group
Georgia
$253K – – –
OIA
172
OneDigital Investment Advisors
Kansas
$248K -$51.2K -996 -17%
CRWM
173
Castle Rock Wealth Management
California
$237K -$1.2M -23,358 -84%
FGAM
174
Financial Gravity Asset Management
Texas
$235K -$154 -3 -0.1%
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$232K +$205K +3,986 +797%
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7
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