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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
IFG
201
Independent Financial Group
California
$964K -$53.4M -1,114,501 -98%
KFP
202
KMG Fiduciary Partners
Ohio
$956K +$458K +9,567 +92%
EWM
203
Endowment Wealth Management
Wisconsin
$955K +$253K +5,279 +36%
EH
204
Equitable Holdings
New York
$950K +$185K +3,860 +24%
PVI
205
Pine Valley Investments
New Jersey
$932K +$928K +19,388 New
PG
206
Patten Group
Tennessee
$929K +$1.44K +30 +0.2%
AA
207
AlphaMark Advisors
Kentucky
$923K -$1.79M -37,315 -66%
CA
208
Cambridge Advisors
Nebraska
$923K -$30.8K -643 -3%
BRWA
209
B. Riley Wealth Advisors
Florida
$917K -$347K -7,255 -27%
CAM
210
Cresset Asset Management
Illinois
$914K -$1.05M -21,963 -54%
GIA
211
Gladstone Institutional Advisory
Florida
$900K +$2.01K +42 +0.2%
BAM
212
Belpointe Asset Management
Nevada
$894K +$438K +9,159 +96%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$874K -$60K -1,253 -6%
BA
214
Ballew Advisors
Mississippi
$872K -$335 -7 -0%
TW
215
Towerpoint Wealth
California
$857K +$102K +2,122 +13%
ACM
216
Arlington Capital Management
Illinois
$855K -$70.6K -1,475 -8%
RIS
217
Retirement Income Solutions
Michigan
$846K -$732K -15,297 -46%
CHC
218
City Holding Co
West Virginia
$826K +$420K +8,775 +103%
CA
219
Continuum Advisory
Idaho
$824K +$197K +4,120 +31%
JWCA
220
J.W. Cole Advisors
Florida
$817K +$9.34K +195 +1%
VBFG
221
Vishria Bird Financial Group
Tennessee
$813K -$16.1K -337 -2%
PFA
222
Pinnacle Family Advisors
Missouri
$808K -$398K -8,315 -33%
PTC
223
Private Trust Company
Ohio
$805K +$105K +2,199 +15%
TWM
224
Tanager Wealth Management
United Kingdom
$795K +$43.7K +912 +6%
CWA
225
Clarus Wealth Advisors
Arizona
$773K +$41.7K +871 +6%
7 8
9
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