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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
FHA
201
First Horizon Advisors
Tennessee
$973K -$8.32K -175 -0.8%
TC
202
Trilogy Capital
California
$959K +$8.18K +172 +0.9%
KFP
203
KMG Fiduciary Partners
Ohio
$944K +$48 +1 +0%
GRP
204
Global Retirement Partners
California
$929K +$193K +4,064 +26%
NS
205
NBC Securities
Alabama
$915K +$922K +19,380 New
AFM
206
Abbot Financial Management
Massachusetts
$883K -$19.3K -406 -2%
RJT
207
Raymond James Trust
Florida
$874K -$188K -3,960 -18%
PG
208
Patten Group
Tennessee
$873K -$31.7K -667 -3%
GFG
209
Goldstone Financial Group
Illinois
$870K +$97.5K +2,051 +13%
RIS
210
Retirement Income Solutions
Michigan
$868K +$30.9K +649 +4%
AWM
211
Apollon Wealth Management
South Carolina
$851K +$62.3K +1,310 +8%
GWP
212
Gateway Wealth Partners
Wisconsin
$835K +$114K +2,407 +16%
CA
213
Continuum Advisory
Idaho
$832K -$3.61K -76 -0.4%
TW
214
Towerpoint Wealth
California
$831K -$20.7K -436 -2%
BA
215
Ballew Advisors
Mississippi
$820K -$39.3K -827 -5%
AWA
216
Arkadios Wealth Advisors
Georgia
$815K -$2.64M -55,532 -76%
VBFG
217
Vishria Bird Financial Group
Tennessee
$794K – – –
JWCA
218
J.W. Cole Advisors
Florida
$785K +$4.28K +90 +0.5%
SB
219
Strategic Blueprint
Georgia
$758K -$98.9K -2,080 -11%
SIG
220
Sargent Investment Group
Maryland
$751K -$79.4K -1,670 -10%
HFP
221
Holistic Financial Partners
Indiana
$739K +$134K +2,827 +22%
RW
222
Rede Wealth
Virginia
$724K -$205K -4,304 -22%
AWM
223
Axxcess Wealth Management
California
$710K -$10.8K -228 -1%
EH
224
Equitable Holdings
New York
$699K +$17K +357 +2%
IA
225
IFG Advisory
Georgia
$697K -$130K -2,728 -16%
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9
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