LMBS icon

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

Overview Fund Activity

376 hedge funds and large institutions have $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.19B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$114M
3
FEG
Financial Enhancement Group
Indiana
$27.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$101M
5
TC
TAP Consulting
Missouri
$13.4M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$18M
2
Jane Street
Jane Street
New York
$0
3
AAP
Arax Advisory Partners
Colorado
$1.79M
4
Truist Financial
Truist Financial
North Carolina
$14.2M
5
LPT
Legacy Private Trust
Wisconsin
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
226
Equitable Holdings
New York
$741K +$26.5K +549 +4%
IA
227
IFG Advisory
Georgia
$726K +$12.5K +259 +2%
IWM
228
IHT Wealth Management
Illinois
$724K -$692K -14,320 -49%
NCM
229
Narwhal Capital Management
Georgia
$719K +$188K +3,896 +35%
WI
230
Wintrust Investments
Illinois
$695K +$60.5K +1,252 +10%
FFN
231
Focus Financial Network
Minnesota
$662K -$5.63M -116,590 -89%
CRI
232
Colonial River Investments
Virginia
$659K -$1.09M -22,548 -62%
SB
233
Strategic Blueprint
Georgia
$658K -$118K -2,441 -15%
1W
234
1776 Wealth
Georgia
$655K – – –
DI
235
DFPG Investments
Utah
$647K -$13.4K -277 -2%
RJT
236
Raymond James Trust
Florida
$632K -$261K -5,409 -29%
SIG
237
Sargent Investment Group
Maryland
$632K -$136K -2,822 -18%
LFAS
238
Level Four Advisory Services
Texas
$608K -$84.9K -1,758 -12%
AFP
239
Ausdal Financial Partners
Iowa
$576K +$3.87K +80 +0.7%
VFG
240
Valley Financial Group
Pennsylvania
$567K +$567K +11,743 New
SFS
241
Security Financial Services
Indiana
$563K -$50.3K -1,040 -8%
CFGS
242
Concourse Financial Group Securities
Alabama
$558K +$31.5K +652 +6%
T
243
Tidemark
California
$540K +$540K +11,179 New
OCFG
244
O'Connor Financial Group
Illinois
$530K +$5.85K +121 +1%
SPIS
245
Steward Partners Investment Solutions
Oregon
$530K +$530K +10,972 New
AWA
246
Arkadios Wealth Advisors
Georgia
$527K -$306K -6,328 -37%
IGWM
247
ICA Group Wealth Management
Colorado
$527K -$28.4K -587 -5%
LFA
248
Laraway Financial Advisors
Minnesota
$520K -$4.64K -96 -0.9%
BAM
249
Belpointe Asset Management
Nevada
$516K -$4.45K -92 -0.9%
AWA
250
Acorn Wealth Advisors
Michigan
$509K -$16.1K -334 -3%
8 9
10
11 12