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

Overview Fund Activity

410 hedge funds and large institutions have $3.93B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 145 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+24
Holders Change %
+6.22%
% of All Funds
5.46%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
62
Increased
168
Reduced
145
Closed
27
Calls
$195K
Puts
–
Net Calls
+$195K
Net Calls Change
+$195K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36M
2
LPL Financial
LPL Financial
California
+$34.5M
3
LCAM
London & Capital Asset Management
United Kingdom
+$14.7M
4
AI
Atria Investments
North Carolina
+$11.7M
5
Mariner
Mariner
Kansas
+$11M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$35.1M
2
FEG
Financial Enhancement Group
Indiana
-$9.21M
3
Morgan Stanley
Morgan Stanley
New York
-$8.1M
4
EE
EWG Elevate
California
-$6.32M
5
Bank of America
Bank of America
North Carolina
-$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFG
226
Vishria Bird Financial Group
Tennessee
$797K – – –
GIA
227
Gladstone Institutional Advisory
Florida
$796K +$132K +2,710 +20%
MWM
228
Meridian Wealth Management
Kentucky
$792K -$225K -4,633 -22%
6F
229
626 Financial
Michigan
$785K +$23.6K +485 +3%
BAS
230
Brueske Advisory Services
Washington
$785K +$785K +16,126 New
PA
231
PFG Advisors
Arizona
$776K +$396K +8,138 +104%
MWM
232
Maridea Wealth Management
New York
$774K +$774K +15,903 New
CWM
233
Concentrum Wealth Management
California
$769K -$238K -4,900 -24%
RSWM
234
Robertson Stephens Wealth Management
California
$761K +$313K +6,429 +70%
TA
235
TFB Advisors
Kansas
$758K +$110K +2,270 +17%
SWA
236
Stratos Wealth Advisors
Ohio
$744K -$1.84M -37,882 -71%
SWM
237
Stockman Wealth Management
Montana
$738K -$85.2K -1,751 -10%
FAM
238
Flaharty Asset Management
Florida
$736K -$1.53M -31,461 -68%
BAM
239
Belpointe Asset Management
Nevada
$724K +$139K +2,825 +24%
BA
240
Ballew Advisors
Mississippi
$724K +$2.23K +46 +0.3%
WWA
241
Wealth Watch Advisors
Colorado
$695K +$695K +14,273 New
LSIA
242
LaSalle St. Investment Advisors
Illinois
$679K +$679K +13,970 New
NCM
243
Narwhal Capital Management
Georgia
$675K +$63.1K +1,297 +10%
MQWP
244
Morey & Quinn Wealth Partners
Nebraska
$670K +$670K +13,767 New
1W
245
1776 Wealth
Georgia
$660K – – –
KWA
246
Kingswood Wealth Advisors
California
$658K +$658K +13,516 New
HFP
247
Holistic Financial Partners
Indiana
$649K -$77.1K -1,585 -11%
BPA
248
Beacon Pointe Advisors
California
$596K -$33.2K -683 -5%
CB
249
Chris Bulman
California
$586K +$177K +3,628 +43%
MWM
250
Mattern Wealth Management
Kansas
$584K – – –
8 9
10
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