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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 %
MAG
251
MRA Advisory Group
New Jersey
$506K -$3.91M -80,818 -89%
SL
252
Salomon & Ludwin
Virginia
$492K – – –
CIAS
253
Capital Investment Advisory Services
North Carolina
$471K -$199K -4,112 -30%
OIA
254
OneDigital Investment Advisors
Kansas
$469K +$105K +2,174 +29%
NB
255
NBT Bank
New York
$462K +$462K +9,570 New
CCG
256
Capital CS Group
California
$462K +$462K +9,565 New
TWM
257
Tanager Wealth Management
United Kingdom
$455K -$89.9K -1,860 -16%
HA
258
Herold Advisors
New York
$444K +$1.02K +21 +0.2%
CA
259
Claro Advisors
Massachusetts
$438K +$5.12K +106 +1%
RW
260
Rede Wealth
Virginia
$426K -$315K -6,516 -43%
CW
261
Connectus Wealth
Ohio
$424K -$5.91M -122,320 -93%
CWA
262
Clarus Wealth Advisors
Arizona
$419K +$419K +8,670 New
PA
263
PFG Advisors
Arizona
$419K -$34.9K -723 -8%
FLI
264
Family Legacy Inc
South Carolina
$413K -$1.02K -21 -0.2%
CFD
265
Creative Financial Designs
Indiana
$408K -$1.64K -34 -0.4%
TA
266
TrueWealth Advisors
Alabama
$404K -$210K -4,352 -34%
AC
267
Avestar Capital
New York
$400K +$79.5K +1,645 +25%
AP
268
Atwood & Palmer
Missouri
$400K +$400K +8,270 New
HSA
269
HBK Sorce Advisory
Pennsylvania
$392K -$7.69M -159,248 -95%
SEP
270
Southland Equity Partners
Missouri
$390K -$32K -662 -8%
LNC
271
Lincoln National Corp
Pennsylvania
$386K -$164K -3,393 -30%
CAM
272
Cresset Asset Management
Illinois
$376K -$719K -14,878 -66%
CWM
273
Cranbrook Wealth Management
Michigan
$363K -$918K -19,004 -72%
PFA
274
Pinnacle Family Advisors
Missouri
$362K +$14.2K +293 +4%
PTP
275
Platform Technology Partners
New York
$358K – – –
9 10
11
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