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Collaborative Wealth Managment Inc.
> FTSM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 10,063 | 763 | 597,843,000 | 44,400,000 | $59,410.02 |
| 03/31/2023 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 9,300 | -1,524 | 553,443,000 | 552,800,000 | $59,510.00 |
| 06/30/2022 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 10,824 | 92 | 643,000 | 1,000 | $59.41 |
| 12/31/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 10,732 | 10,732 | 642,000 | 642,000 | $59.82 |
| 03/31/2021 | FIRST TRUST EXCHANGE-TRADED FUND IV | FTSM | 10,881 | 10,881 | 648,000 | 648,000 | $59.55 |
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