FT LTD DURATION INV GRADE - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.76B	-	146	-
2024-09-30	$0.92B	+21.0%	145	-0.7%
2024-12-31	$1.09B	+18.4%	127	-12.4%

Institution	Value	Shares	% of Portfolio
PARK SQUARE FINANCIAL GROUP, LLC	$3.1M	162K	2.1%
CSENGE ADVISORY GROUP	$34.2M	1,813K	1.9%
TAP CONSULTING, LLC	$7.2M	381K	1.5%
HARVEST INVESTMENT SERVICES, LLC	$2.9M	153K	0.7%
FSB PREMIER WEALTH MANAGEMENT, INC.	$1.7M	89K	0.7%
NAVITER WEALTH, LLC	$5.5M	290K	0.7%
ARCHER INVESTMENT CORP	$2.2M	117K	0.6%
CORE WEALTH PARTNERS LLC	$0.9M	49K	0.5%
PLATFORM TECHNOLOGY PARTNERS	$1.6M	84K	0.5%
WINEBRENNER CAPITAL MANAGEMENT LLC	$0.6M	30K	0.5%
INSIGHT ADVISORS, LLC/ PA	$2.5M	131K	0.4%
REHMANN CAPITAL ADVISORY GROUP	$6.0M	317K	0.4%
CENTER FOR FINANCIAL PLANNING, INC.	$2.5M	135K	0.3%
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	$1.2M	64K	0.3%
SEQUENT PLANNING LLC	$0.9M	46K	0.3%
VESTMARK ADVISORY SOLUTIONS, INC.	$8.8M	467K	0.3%
TCFG WEALTH MANAGEMENT, LLC	$0.5M	27K	0.3%
STEPHENS INC /AR/	$17.7M	940K	0.3%
LEIGH BALDWIN & CO., LLC	$272.2M	272K	0.2%
TWIN PEAKS WEALTH ADVISORS, LLC	$0.5M	24K	0.2%
MAIA WEALTH LLC	$0.8M	43K	0.2%
TFB ADVISORS LLC	$0.6M	30K	0.2%
VISIONARY WEALTH ADVISORS	$2.5M	132K	0.2%
LASALLE ST. INVESTMENT ADVISORS, LLC	$0.5M	25K	0.2%
COPPELL ADVISORY SOLUTIONS LLC	$1.1M	58K	0.2%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
LGOV	US	FIRST TR LONG DURATION O-ETF	0.020	2	102
FTGC	US	FIRST TRUST GLOBAL TACTICAL	0.010	2	196
LMBS	US	FIRST TRUST LOW DURATION OPP	0.010	3	297
UCON	US	FIRST TRUST TCW UNCONSTRAINE	0.009	2	213
FDL	US	FIRST TRUST MORN DVD LEAD IN	0.007	2	306
HEFA	US	ISHA CURR HEDGED MSCI EAFE	0.006	2	326
FTSM	US	FIRST TRUST ENH SHORT MAT FD	0.006	2	326
RDVY	US	FIRST TRUST RISING DIVIDEND	0.004	2	471
COWZ	US	PACER US CASH COWS 100 ETF	0.003	2	592
HYG	US	ISHARES IBOXX HIGH YLD CORP	0.003	2	738
RSP	US	INVESCO S&P 500 EQUAL WEIGHT	0.002	3	1336
EEM	US	ISHARES MSCI EMERGING MARKET	0.002	2	962
GLD	US	SPDR GOLD SHARES	0.002	3	1670
QQQ	US	INVESCO QQQ TRUST SERIES 1	0.001	3	2323
VUG	US	VANGUARD GROWTH ETF	0.001	2	1698
SPY	US	SPDR S&P 500 ETF TRUST	0.001	3	2907
AAPL	US	APPLE INC	0.001	3	3956
GOOGL	US	ALPHABET INC-CL A	0.001	2	3527
NVDA	US	NVIDIA CORP	0.001	2	3653
AMZN	US	AMAZON.COM INC	0.001	2	3975
MSFT	US	MICROSOFT CORP	0.000	2	4177