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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
NWMG
176
National Wealth Management Group
Ohio
$1.33M +$1.77K +37 +0.1%
GAA
177
Global Assets Advisory
Florida
$1.33M – – –
SPIA
178
Steward Partners Investment Advisory
New York
$1.32M -$110K -2,300 -8%
BFEC
179
Benjamin F. Edwards & Company
Missouri
$1.31M -$142K -2,966 -10%
DI
180
DFPG Investments
Utah
$1.29M -$11K -229 -0.8%
BC
181
Barrett & Company
Rhode Island
$1.29M +$30.9K +646 +2%
OPS
182
Orion Portfolio Solutions
Nebraska
$1.26M +$184K +3,838 +17%
BCI
183
Brinker Capital Investments
Pennsylvania
$1.26M +$1.26M +26,399 New
AC
184
AIFG Consultants
New York
$1.2M -$900K -18,795 -43%
MI
185
Moneywise Inc
Virginia
$1.17M +$2.2K +46 +0.2%
CAL
186
Capital Analysts LLC
Pennsylvania
$1.13M +$29.9K +625 +3%
FIM
187
Freedom Investment Management
Connecticut
$1.13M -$204K -4,264 -15%
C
188
CEDRUS
Colorado
$1.1M +$1.1M +22,877 New
BIA
189
Bigelow Investment Advisors
Maine
$1.09M -$919K -19,207 Closed
TC
190
Telemus Capital
Michigan
$1.09M -$359K -7,496 -25%
IWM
191
IHT Wealth Management
Illinois
$1.09M +$41.4K +865 +4%
CWM
192
Concentrum Wealth Management
California
$1.08M – – –
FHA
193
First Horizon Advisors
Tennessee
$1.06M -$251K -5,236 -19%
MWM
194
Mattern Wealth Management
Kansas
$1.05M +$2.35K +49 +0.2%
RW
195
Rede Wealth
Virginia
$1.04M -$596K -12,451 -36%
RJT
196
Raymond James Trust
Florida
$1.03M -$185K -3,871 -15%
IA
197
IFG Advisory
Georgia
$1.02M -$88.4K -1,846 -8%
SIG
198
Sargent Investment Group
Maryland
$1M -$344K -7,178 -26%
PAS
199
Park Avenue Securities
New York
$993K +$677K +14,137 +214%
SB
200
Strategic Blueprint
Georgia
$978K -$60.3K -1,259 -6%
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