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

Overview Fund Activity

380 hedge funds and large institutions have $4.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.01%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.51%
New
45
Increased
130
Reduced
173
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$29.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$24.2M
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$18M
4
RGF
Retirement Guys Formula
Ohio
+$16.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.6M

Top Sellers

1
WMA
West Michigan Advisors
Michigan
-$117M
2
UBS Group
UBS Group
Switzerland
-$104M
3
Jane Street
Jane Street
New York
-$97.2M
4
Morgan Stanley
Morgan Stanley
New York
-$36.8M
5
Wells Fargo
Wells Fargo
California
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAWM
226
J. Arnold Wealth Management
Ohio
$699K -$61.1K -1,248 -8%
LMKC
227
L.M. Kohn & Company
Ohio
$696K +$696K +14,217 New
TW
228
Towerpoint Wealth
California
$694K -$43.1K -880 -6%
P
229
&Partners
Tennessee
$683K -$433K -8,841 -39%
EA
230
Ellsworth Advisors
Ohio
$680K +$680K +13,895 New
PPP
231
Private Portfolio Partners
New Jersey
$676K -$83.1K -1,698 -11%
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$676K -$107K -2,197 -14%
SIA
233
SkyView Investment Advisors
New Jersey
$674K -$88.8K -1,825 -12%
BRWA
234
B. Riley Wealth Advisors
Florida
$673K -$36.6K -747 -5%
SI
235
Shaker Investments
Ohio
$669K +$1.76K +36 +0.3%
HWM
236
Holloway Wealth Management
Florida
$666K -$3.26M – –
SS
237
Simplicity Solutions
Minnesota
$665K +$665K +13,589 New
MOS
238
MGO One Seven
Ohio
$664K -$40.3K -822 -6%
CRCM
239
Corbett Road Capital Management
Virginia
$647K +$48K +980 +8%
TSWM
240
Tyler-Stone Wealth Management
Ohio
$633K -$9.36K -191 -1%
VWA
241
V Wealth Advisors
Kansas
$631K +$631K +12,884 New
LFA
242
Laraway Financial Advisors
Minnesota
$601K -$12.7K -260 -2%
WP
243
WealthSource Partners
California
$595K +$343K +7,011 +136%
EWM
244
EPG Wealth Management
Georgia
$573K -$63K -1,287 -10%
MHS
245
M Holdings Securities
Oregon
$555K +$555K +11,333 New
SEP
246
Southland Equity Partners
Missouri
$547K -$46.7K -954 -8%
BCMLT
247
Beacon Capital Management LLC (Tennessee)
Tennessee
$540K +$540K +11,026 New
MSFS
248
Main Street Financial Solutions
Pennsylvania
$538K -$58.7K -1,200 -10%
MAC
249
Mason & Associates (California)
California
$535K -$144K -2,940 -21%
NWM
250
Northwest Wealth Management
Iowa
$535K +$52.1K +1,064 +11%
8 9
10
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