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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
SIM
201
Stratos Investment Management
Ohio
$860K +$286K +5,959 +50%
CAS
202
Coppell Advisory Solutions
Texas
$840K +$839K +17,488 New
IA
203
IFG Advisory
Georgia
$839K +$236K +4,909 +39%
NS
204
NBC Securities
Alabama
$837K -$96.5K -2,011 -10%
6F
205
626 Financial
Michigan
$822K -$29K -604 -3%
SWM
206
Stockman Wealth Management
Montana
$812K – – –
FMTC
207
Farmers & Merchants Trust Company
California
$811K +$283K +5,891 +54%
VBFG
208
Vishria Bird Financial Group
Tennessee
$808K – – –
TW
209
Towerpoint Wealth
California
$808K -$14.1K -293 -2%
BAM
210
Bellevue Asset Management
Washington
$793K -$53.7K -1,119 -6%
OIA
211
OneDigital Investment Advisors
Kansas
$787K +$442K +9,198 +128%
WI
212
Wintrust Investments
Illinois
$785K +$47.6K +992 +6%
HIS
213
Harvest Investment Services
Illinois
$759K -$300K -6,251 -28%
JWCA
214
J.W. Cole Advisors
Florida
$757K -$10.5K -218 -1%
MI
215
Moneywise Inc
Virginia
$755K -$221K -4,611 -23%
FFA
216
Farther Finance Advisors
California
$745K +$651K +13,569 +692%
BA
217
Ballew Advisors
Mississippi
$739K -$28.6K -595 -4%
GIA
218
Gladstone Institutional Advisory
Florida
$726K -$36.7K -765 -5%
HFP
219
Holistic Financial Partners
Indiana
$697K -$67.3K -1,402 -9%
IWM
220
IHT Wealth Management
Illinois
$685K -$39K -812 -5%
MA
221
Mutual Advisors
Nebraska
$677K +$48.6K +1,012 +8%
1W
222
1776 Wealth
Georgia
$651K – – –
BPA
223
Beacon Pointe Advisors
California
$645K -$145K -3,020 -18%
BRWA
224
B. Riley Wealth Advisors
Florida
$643K -$438K -9,116 -41%
RA
225
RFG Advisory
Alabama
$632K -$108K -2,259 -15%
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9
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