LMBS icon

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 %
AWA
251
Acorn Wealth Advisors
Michigan
$526K +$81.1K +1,658 +18%
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$520K +$22.2K +453 +4%
DAS
253
Dynamic Advisor Solutions
Arizona
$520K +$159K +3,255 +44%
GWSG
254
GPS Wealth Strategies Group
Colorado
$516K -$783K -15,987 -60%
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$507K -$6.51K -133 -1%
PTP
256
Platform Technology Partners
New York
$504K -$63K -1,287 -11%
CWM
257
Cornerstone Wealth Management
Missouri
$504K +$490 +10 +0.1%
GRP
258
Global Retirement Partners
California
$497K +$497K +10,213 New
NWMG
259
National Wealth Management Group
Ohio
$497K +$30.4K +621 +7%
CS
260
Credit Suisse
Switzerland
$484K +$149K +3,040 +44%
PA
261
PFG Advisors
Arizona
$472K +$76.9K +1,569 +19%
CFA
262
Compass Financial Advisors
Indiana
$465K +$75.4K +1,540 +19%
AWM
263
Apollon Wealth Management
South Carolina
$447K -$151K -3,094 -25%
OA
264
Oxbow Advisors
Texas
$441K – – –
KCFA
265
Key Client Fiduciary Advisors
New Jersey
$439K -$73.5K -1,500 -14%
SWM
266
SeaCrest Wealth Management
New York
$436K – – –
MWM
267
Maripau Wealth Management
Indiana
$431K +$431K +8,858 New
TA
268
TruWealth Advisors
Louisiana
$429K – – –
USCWA
269
U.S. Capital Wealth Advisors
Texas
$425K +$44K +900 +12%
FLI
270
Family Legacy Inc
South Carolina
$423K – – –
OIA
271
OneDigital Investment Advisors
Kansas
$419K -$95.9K -1,960 -19%
CRWM
272
Castle Rock Wealth Management
California
$411K – – –
SMC
273
Smith, Moore & Co
Missouri
$401K +$343 +7 +0.1%
SWAG
274
Spectrum Wealth Advisory Group
California
$391K -$691K -14,116 -64%
CA
275
CoreCap Advisors
Michigan
$390K +$91.4K +1,868 +31%
9 10
11
12 13