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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
GM
201
GeoWealth Management
Illinois
$1M +$126K +2,667 +14%
CFGS
202
Concourse Financial Group Securities
Alabama
$970K -$388K -8,217 -29%
EIA
203
Eldridge Investment Advisors
New Hampshire
$957K -$672K -14,213 -41%
GWP
204
Gateway Wealth Partners
Wisconsin
$947K +$944K +19,969 New
CA
205
Cambridge Advisors
Nebraska
$945K -$298K -6,313 -24%
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
$925K – – –
PG
207
Patten Group
Tennessee
$919K -$131K -2,778 -13%
ACM
208
Arlington Capital Management
Illinois
$917K +$914K +19,336 New
BIA
209
Bigelow Investment Advisors
Maine
$911K +$908K +19,207 New
GIA
210
Gladstone Institutional Advisory
Florida
$890K -$336K -7,110 -27%
BF
211
BOK Financial
Oklahoma
$886K +$27.5K +582 +3%
BA
212
Ballew Advisors
Mississippi
$877K +$2.41K +51 +0.3%
DAS
213
Dynamic Advisor Solutions
Arizona
$836K +$5.11K +108 +0.6%
KIA
214
Kraematon Investment Advisors
Massachusetts
$835K -$29.4K -621 -3%
VBFG
215
Vishria Bird Financial Group
Tennessee
$821K -$1.87M -39,633 -70%
JWCA
216
J.W. Cole Advisors
Florida
$800K +$13.6K +287 +2%
FHC
217
First Heartland Consultants
Missouri
$785K -$95K -2,009 -11%
OMC
218
Old Mission Capital
Illinois
$776K +$154K +3,249 +25%
EH
219
Equitable Holdings
New York
$757K +$31.2K +660 +4%
ECA
220
Elevated Capital Advisors
Utah
$757K +$21.9K +463 +3%
GCM
221
Gallacher Capital Management
Colorado
$754K +$751K +15,896 New
TW
222
Towerpoint Wealth
California
$749K -$11.7K -247 -2%
TWM
223
Tanager Wealth Management
United Kingdom
$744K +$742K +15,701 New
WDC
224
Woodward Diversified Capital
California
$737K -$2.36K -50 -0.3%
CGH
225
Crossmark Global Holdings
Texas
$734K – – –
7 8
9
10 11