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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
HIS
176
Harvest Investment Services
Illinois
$346K +$25.7K +495 +8%
ACA
177
Aptus Capital Advisors
Alabama
$345K – – –
WPSG
178
Wealth & Pension Services Group
Georgia
$345K +$9.34K +180 +3%
BFA
179
Brendel Financial Advisors
New Hampshire
$334K +$334K +6,432 New
ASN
180
Advisory Services Network
Georgia
$328K – – –
NWP
181
Northstar Wealth Partners
Connecticut
$328K – – –
GCA
182
Genesee Capital Advisors
New York
$325K -$207K -3,989 -39%
PA
183
PFG Advisors
Arizona
$301K -$21K -404 -7%
ACM
184
Allred Capital Management
Texas
$300K -$260K -5,005 -46%
GSWM
185
Golden State Wealth Management
California
$292K – – –
EFL
186
ERn Financial LLC
Wisconsin
$284K -$183K -3,524 -39%
MIM
187
Moseley Investment Management
Florida
$283K -$9.03K -174 -3%
BWCS
188
Beirne Wealth Consulting Services
Connecticut
$276K -$32.4K -625 -11%
RJT
189
Raymond James Trust
Florida
$267K -$133K -2,555 -33%
IWC
190
Integrated Wealth Concepts
Massachusetts
$266K +$266K +5,116 New
AEPG
191
American Economic Planning Group
New Jersey
$255K – – –
CCG
192
Chatham Capital Group
Georgia
$255K – – –
IWA
193
Inspirion Wealth Advisors
Illinois
$240K +$240K +4,620 New
FGAM
194
Financial Gravity Asset Management
Texas
$237K +$1.14K +22 +0.5%
FLI
195
Family Legacy Inc
South Carolina
$222K – – –
TC
196
TownSquare Capital
Utah
$220K +$220K +4,235 New
AWA
197
Acorn Wealth Advisors
Michigan
$215K +$215K +4,135 New
PIA
198
Pinion Investment Advisors
Kansas
$215K +$215K +4,135 New
MOS
199
MGO One Seven
Ohio
$205K +$204K +3,940 New
HPC
200
Hobart Private Capital
North Carolina
$200K -$11.7K -225 -6%
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