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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
SPIA
176
Steward Partners Investment Advisory
New York
$1.42M -$2.41M -51,082 -63%
KA
177
Kovack Advisors
Florida
$1.41M -$10.7K -227 -0.8%
OC
178
Oppenheimer & Co
New York
$1.39M -$6.52K -138 -0.5%
SIG
179
Sargent Investment Group
Maryland
$1.33M -$65.5K -1,385 -5%
FIM
180
Freedom Investment Management
Connecticut
$1.32M -$9.69K -205 -0.7%
GAA
181
Global Assets Advisory
Florida
$1.31M – – –
NWMG
182
National Wealth Management Group
Ohio
$1.31M +$1M +21,195 +329%
NFG
183
Nations Financial Group
Iowa
$1.31M -$233K -4,928 -15%
DI
184
DFPG Investments
Utah
$1.3M +$993 +21 +0.1%
FHA
185
First Horizon Advisors
Tennessee
$1.29M -$8.46M -178,987 -87%
BRWA
186
B. Riley Wealth Advisors
Florida
$1.25M -$2.28M -48,292 -65%
BC
187
Barrett & Company
Rhode Island
$1.24M – – –
RJT
188
Raymond James Trust
Florida
$1.2M -$32K -677 -3%
PFA
189
Pinnacle Family Advisors
Missouri
$1.19M +$97.5K +2,063 +9%
MI
190
Moneywise Inc
Virginia
$1.16M -$552K -11,670 -32%
TC
191
TownSquare Capital
Utah
$1.15M +$110K +2,318 +11%
IA
192
IFG Advisory
Georgia
$1.1M +$155K +3,282 +16%
CAL
193
Capital Analysts LLC
Pennsylvania
$1.09M +$44.3K +938 +4%
CAS
194
Coppell Advisory Solutions
Texas
$1.07M +$1.07M +22,655 New
CASC
195
Coppell Advisory Solutions Corp
Texas
$1.07M +$1.07M +22,655 New
CWM
196
Concentrum Wealth Management
California
$1.07M – – –
OPS
197
Orion Portfolio Solutions
Nebraska
$1.07M -$8.27K -175 -0.8%
IWM
198
IHT Wealth Management
Illinois
$1.03M -$154K -3,258 -13%
MWM
199
Mattern Wealth Management
Kansas
$1.03M – – –
SB
200
Strategic Blueprint
Georgia
$1.03M -$439K -9,297 -30%
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