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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS

Overview Fund Activity

363 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 132 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
132
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$414M
2
WFS
Weitzel Financial Services
Iowa
$223M
3
UBS Group
UBS Group
Switzerland
$449M
4
Citadel Advisors
Citadel Advisors
Florida
$105M
5
Morgan Stanley
Morgan Stanley
New York
$956M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$282M
2
RBA
Richard Bernstein Advisors
New York
$47.2M
3
Jane Street
Jane Street
New York
$32.4M
4
Truist Financial
Truist Financial
North Carolina
$52.4M
5
HSA
HBK Sorce Advisory
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
EPG Wealth Management
Georgia
$638K -$80.9K -1,589 -11%
TFA
227
Teamwork Financial Advisors
Texas
$636K -$87.6K -1,720 -12%
BZWA
228
Blue Zone Wealth Advisors
California
$606K – – –
IF
229
Intrua Financial
Texas
$595K -$43.9K -865 -7%
CBFP
230
Cedar Brook Financial Partners
Ohio
$585K -$135K -2,645 -19%
UR
231
USCA RIA
Texas
$585K -$61.1K -1,200 -9%
JWCA
232
J.W. Cole Advisors
Florida
$585K +$186K +3,658 +47%
AOG
233
Alpha Omega Group
Virginia
$574K -$198K -3,900 -26%
OIA
234
Optimum Investment Advisors
Illinois
$570K -$331K -6,500 -37%
WP
235
WealthShield Partners
North Carolina
$556K +$122K +2,388 +28%
JCM
236
Jacobi Capital Management
Pennsylvania
$554K -$47.9K -941 -8%
QCIG
237
Quad-Cities Investment Group
Iowa
$539K +$539K +10,583 New
FPB
238
First PREMIER Bank
South Dakota
$536K +$358K +7,029 +201%
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$521K +$38.9K +764 +8%
NWM
240
Northwest Wealth Management
Iowa
$518K +$1.78K +35 +0.3%
RG
241
Rathbones Group
United Kingdom
$515K +$35.7K +700 +7%
CWM
242
Cornerstone Wealth Management
Missouri
$499K -$60.6K -1,190 -11%
BCM
243
Breiter Capital Management
Florida
$494K +$494K +9,706 New
SFG
244
Sovereign Financial Group
Connecticut
$478K – – –
TA
245
TruWealth Advisors
Louisiana
$471K +$471K +9,257 New
CA
246
Calton & Associates
Florida
$465K -$15.5K -305 -3%
CRWM
247
Castle Rock Wealth Management
California
$461K – – –
OA
248
Oxbow Advisors
Texas
$459K -$97.7K -1,920 -18%
AC
249
Avestar Capital
New York
$452K +$452K +8,885 New
ARC
250
Advisor Resource Council
Texas
$452K +$452K +8,894 New
8 9
10
11 12