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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
BIA
176
Bigelow Investment Advisors
Maine
$1.35M +$1.36M +28,290 New
GAA
177
Global Assets Advisory
Florida
$1.32M – – –
C
178
CEDRUS
Colorado
$1.3M +$211K +4,400 +19%
BC
179
Barrett & Company
Rhode Island
$1.27M -$10.7K -224 -0.8%
MI
180
Moneywise Inc
Virginia
$1.23M +$67.8K +1,414 +6%
PTC
181
Private Trust Company
Ohio
$1.23M +$429K +8,940 +53%
IWM
182
IHT Wealth Management
Illinois
$1.19M +$114K +2,373 +10%
AC
183
AIFG Consultants
New York
$1.19M -$5.56K -116 -0.5%
SPIA
184
Steward Partners Investment Advisory
New York
$1.16M -$151K -3,159 -11%
CAM
185
Cresset Asset Management
Illinois
$1.15M +$242K +5,049 +26%
AssetMark Inc
186
AssetMark Inc
California
$1.14M +$1.15M +23,996 New
CAL
187
Capital Analysts LLC
Pennsylvania
$1.11M -$9.68K -202 -0.9%
CA
188
CoreCap Advisors
Michigan
$1.08M +$1.09M +22,742 New
CWM
189
Concentrum Wealth Management
California
$1.08M – – –
IFG
190
Independent Financial Group
California
$1.08M +$118K +2,467 +12%
RJT
191
Raymond James Trust
Florida
$1.07M +$45.7K +953 +4%
LNC
192
Lincoln National Corp
Pennsylvania
$1.07M -$1.55M -32,269 -59%
GIA
193
Gladstone Institutional Advisory
Florida
$1.07M +$172K +3,583 +19%
IGWM
194
ICA Group Wealth Management
Colorado
$1.05M -$357K -7,452 -25%
MWM
195
Mattern Wealth Management
Kansas
$1.04M -$2.35K -49 -0.2%
EWM
196
Endowment Wealth Management
Wisconsin
$1.02M +$70.2K +1,464 +7%
FIM
197
Freedom Investment Management
Connecticut
$1.01M -$109K -2,283 -10%
FHA
198
First Horizon Advisors
Tennessee
$990K -$61.7K -1,288 -6%
PVI
199
Pine Valley Investments
New Jersey
$984K +$60.3K +1,259 +6%
BRWA
200
B. Riley Wealth Advisors
Florida
$963K +$50.4K +1,051 +5%
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