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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
AF
201
Allworth Financial
California
$451K +$47.2K +909 +12%
OA
202
Oxbow Advisors
Texas
$444K – – –
HIM
203
Hanlon Investment Management
New Jersey
$438K +$10.6K +205 +2%
ASN
204
Advisory Services Network
Georgia
$419K +$90.7K +1,748 +28%
TFS
205
TrustCore Financial Services
Tennessee
$416K -$18.2K -350 -4%
VCM
206
Virtue Capital Management
Tennessee
$405K +$406K +7,826 New
LAS
207
Lloyd Advisory Services
Georgia
$399K +$400K +7,708 New
SAM
208
Secure Asset Management
Michigan
$381K +$382K +7,353 New
HIS
209
Harvest Investment Services
Illinois
$363K +$17.8K +343 +5%
RJT
210
Raymond James Trust
Florida
$346K +$80K +1,541 +30%
ACA
211
Aptus Capital Advisors
Alabama
$344K – – –
MCCP
212
Mission Creek Capital Partners
California
$343K +$343K +6,613 New
TW
213
Towerpoint Wealth
California
$342K -$20K -386 -6%
GCA
214
Genesee Capital Advisors
New York
$325K +$1.87K +36 +0.6%
JWCA
215
J.W. Cole Advisors
Florida
$322K +$322K +6,210 New
TC
216
TownSquare Capital
Utah
$321K +$102K +1,965 +46%
PA
217
PFG Advisors
Arizona
$298K -$1.25K -24 -0.4%
LWS
218
Lucia Wealth Services
California
$294K +$294K +5,669 New
WWM
219
WT Wealth Management
Arizona
$271K +$272K +5,245 New
IAP
220
Indie Asset Partners
Indiana
$267K +$267K +5,150 New
CCG
221
Chatham Capital Group
Georgia
$254K – – –
AWMS
222
Advocacy Wealth Management Services
Georgia
$247K -$1.68M -32,319 -87%
ECA
223
Elevated Capital Advisors
Utah
$240K +$240K +4,634 New
NWS
224
Newport Wealth Strategies
California
$237K +$237K +4,560 New
BFA
225
Beacon Financial Advisory
Ohio
$236K +$237K +4,558 New
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9
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