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

Overview Fund Activity

308 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 88 reducing their positions, and 19 closing their positions.

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.67%
New
26
Increased
161
Reduced
88
Closed
19
Calls
–
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$784M
2
LPL Financial
2
LPL Financial
California
$210M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$103M
4
Wells Fargo
4
Wells Fargo
California
$358M
5
UBS Group
5
UBS Group
Switzerland
$202M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$108M
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$27.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$11.3M
5
AWA
5
ARQ Wealth Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
PFG Advisors
Arizona
$351K +$982 +19 +0.3%
WMA
252
Wealth Management Associates
New Jersey
$345K +$345K +6,684 New
CWM
253
Cornerstone Wealth Management
Missouri
$339K -$211K -4,090 -38%
LAS
254
Lloyd Advisory Services
Georgia
$335K -$57.3K -1,108 -15%
WP
255
WealthShield Partners
North Carolina
$335K +$231K +4,459 +221%
TWM
256
Titus Wealth Management
California
$333K -$94.5K -1,830 -22%
RFN
257
RDA Financial Network
Iowa
$333K +$36.2K +699 +12%
PIA
258
Perennial Investment Advisors
California
$310K +$310K +6,000 New
TA
259
TFG Advisers
Michigan
$307K +$16.1K +312 +6%
5L
260
55I LLC
Massachusetts
$305K -$100K -1,934 -25%
IAP
261
Indie Asset Partners
Indiana
$302K – – –
JWCA
262
J.W. Cole Advisors
Florida
$296K +$296K +5,732 New
AWA
263
Acorn Wealth Advisors
Michigan
$283K +$981 +19 +0.3%
ACM
264
Anfield Capital Management
California
$274K +$274K +5,302 New
DAS
265
Dynamic Advisor Solutions
Arizona
$259K -$23.4K -454 -8%
SW
266
SVB Wealth
Massachusetts
$243K +$243K +4,698 New
BFA
267
Brendel Financial Advisors
New Hampshire
$229K -$48.3K -933 -17%
CA
268
Crumly & Associates
Illinois
$225K – – –
ACI
269
Alpha Cubed Investments
California
$221K – – –
OPA
270
Old Port Advisors
Maine
$212K -$8.91K -172 -4%
NFG
271
Nations Financial Group
Iowa
$210K +$210K +4,067 New
CCG
272
Chatham Capital Group
Georgia
$207K -$25.9K -500 -11%
MAFM
273
Mid Atlantic Financial Management
Pennsylvania
$205K +$205K +3,977 New
BFA
274
Beacon Financial Advisory
Ohio
$200K +$206 +4 +0.1%
BEI
275
Benjamin Edwards Inc
Missouri
$197K +$152K +2,931 +336%
9 10
11
12 13