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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
LFG
151
Larson Financial Group
Missouri
$614K +$613K +11,809 New
CFG
152
Cooper Financial Group
California
$584K +$4.88K +94 +0.8%
NFG
153
Next Financial Group
Texas
$580K +$96.1K +1,851 +20%
HAS
154
HBW Advisory Services
California
$561K +$559K +10,780 New
1IA
155
1834 Investment Advisors
Wisconsin
$556K – – –
CWS
156
Cypress Wealth Services
California
$556K – – –
AFP
157
Ausdal Financial Partners
Iowa
$554K +$230K +4,440 +71%
PAG
158
Pinnacle Advisory Group
Maryland
$549K -$691K -13,311 -56%
PAS
159
Partnervest Advisory Services
California
$536K – – –
SI
160
Stephens Inc
Arkansas
$516K – – –
RFN
161
RDA Financial Network
Iowa
$513K -$135K -2,606 -21%
BHWM
162
Bay Harbor Wealth Management
Maryland
$498K -$18K -347 -3%
NEPWA
163
New England Private Wealth Advisors
Massachusetts
$474K +$3.06K +59 +0.7%
OA
164
Oxbow Advisors
Texas
$446K +$445K +8,570 New
DLHL
165
Donald L. Hagan LLC
Florida
$437K +$437K +8,415 New
TFS
166
TrustCore Financial Services
Tennessee
$436K -$15.5K -298 -3%
HIM
167
Hanlon Investment Management
New Jersey
$429K -$671K -12,939 -61%
AF
168
Allworth Financial
California
$405K – – –
CWM
169
Cornerstone Wealth Management
Missouri
$376K +$363 +7 +0.1%
GRP
170
Global Retirement Partners
California
$373K +$37.6K +725 +11%
TW
171
Towerpoint Wealth
California
$363K -$5.55K -107 -2%
OIA
172
Optimum Investment Advisors
Illinois
$351K +$350K +6,750 New
KA
173
Kovack Advisors
Florida
$350K -$5.76K -111 -2%
CA
174
Cambridge Advisors
Nebraska
$348K +$347K +6,694 New
CWP
175
Capital Wealth Planning
Florida
$348K +$348K +6,704 New
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