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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
CIAS
151
Capital Investment Advisory Services
North Carolina
$1.65M +$117K +2,270 +8%
GIA
152
Gladstone Institutional Advisory
Florida
$1.65M -$221K -4,268 -12%
CAL
153
Capital Analysts LLC
Pennsylvania
$1.63M +$61.6K +1,191 +4%
VWM
154
Venturi Wealth Management
Texas
$1.61M -$39.4K -761 -2%
OWA
155
Outlook Wealth Advisors
Texas
$1.54M -$281K -5,432 -15%
CRCM
156
Corbett Road Capital Management
Virginia
$1.49M -$118K -2,284 -7%
AWA
157
Arete Wealth Advisors
Illinois
$1.48M +$281K +5,428 +23%
OIA
158
OneDigital Investment Advisors
Kansas
$1.45M +$307K +5,941 +27%
WA
159
Winfield Associates
Ohio
$1.44M +$110K +2,125 +8%
GWSG
160
GPS Wealth Strategies Group
Colorado
$1.41M +$1.41M +27,253 New
PG
161
Patten Group
Tennessee
$1.39M -$20.6K -399 -1%
FFC
162
Fure Financial Corporation
Minnesota
$1.39M -$79.2K -1,530 -5%
SW
163
SteelPeak Wealth
California
$1.39M +$171K +3,301 +14%
IFG
164
Independent Financial Group
California
$1.38M -$404K -7,807 -23%
DI
165
DFPG Investments
Utah
$1.37M -$182K -3,525 -12%
FHB
166
First Hawaiian Bank
Hawaii
$1.32M -$114K -2,200 -8%
EH
167
Equitable Holdings
New York
$1.32M +$260K +5,021 +24%
VBFG
168
Vishria Bird Financial Group
Tennessee
$1.29M +$913K +17,640 +240%
BRWA
169
B. Riley Wealth Advisors
Florida
$1.21M +$29.3K +567 +2%
P
170
&Partners
Tennessee
$1.21M +$773K +14,936 +175%
AF
171
Advisornet Financial
Minnesota
$1.18M +$928K +17,937 +371%
SB
172
Strategic Blueprint
Georgia
$1.17M +$1.18M +22,712 New
APC
173
Aspire Private Capital
North Carolina
$1.15M -$2.74K -53 -0.2%
IFG
174
Investors Financial Group
Minnesota
$1.14M -$28.6K -553 -2%
IWC
175
Integrated Wealth Concepts
Massachusetts
$1.11M +$123K +2,384 +12%
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7
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