LMBS icon

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

Overview Fund Activity

363 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 132 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
132
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$414M
2
WFS
Weitzel Financial Services
Iowa
$223M
3
UBS Group
UBS Group
Switzerland
$449M
4
Citadel Advisors
Citadel Advisors
Florida
$105M
5
Morgan Stanley
Morgan Stanley
New York
$956M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$282M
2
RBA
Richard Bernstein Advisors
New York
$47.2M
3
Jane Street
Jane Street
New York
$32.4M
4
Truist Financial
Truist Financial
North Carolina
$52.4M
5
HSA
HBK Sorce Advisory
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
276
TFG Advisers
Michigan
$336K +$11.5K +225 +4%
TSS
277
Two Sigma Securities
New York
$334K +$334K +6,562 New
PMG
278
ProVise Management Group
Florida
$329K -$764 -15 -0.2%
KIG
279
Kowal Investment Group
Wisconsin
$328K +$1.73K +34 +0.5%
TCA
280
Transcend Capital Advisors
New Jersey
$323K -$4.31M -84,943 -93%
CAS
281
Cascadia Advisory Services
Oregon
$316K -$332K -6,523 -51%
FWP
282
Firethorn Wealth Partners
Georgia
$307K +$68.7K +1,347 +29%
CGH
283
Crossmark Global Holdings
Texas
$305K -$3.61M -71,000 -92%
RFN
284
RDA Financial Network
Iowa
$305K – – –
CAM
285
Cresset Asset Management
Illinois
$305K +$305K +6,000 New
FMTC
286
Farmers & Merchants Trust Company
California
$301K +$301K +5,913 New
BPA
287
Beacon Pointe Advisors
California
$301K +$301K +5,920 New
AWM
288
Accel Wealth Management
Iowa
$299K -$109K -2,136 -27%
SBL
289
Sargent Bickham Lagudis
Colorado
$292K -$196K -3,864 -40%
DAS
290
Dynamic Advisor Solutions
Arizona
$290K +$55.4K +1,088 +24%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$278K -$160K -3,137 -36%
OPWM
292
Oxinas Partners Wealth Management
Indiana
$277K +$277K +5,450 New
OIA
293
OneDigital Investment Advisors
Kansas
$276K -$1.5M -29,446 -84%
IDA
294
Intelligence Driven Advisers
California
$269K -$2.38M -46,822 -90%
CW
295
CreativeOne Wealth
Kansas
$269K +$269K +5,286 New
UWM
296
USAdvisors Wealth Management
Minnesota
$266K -$343K -6,736 -56%
IAN
297
Integrated Advisors Network
Texas
$264K +$264K +5,179 New
NFG
298
Nations Financial Group
Iowa
$263K +$263K +5,171 New
FWM
299
Frontier Wealth Management
Missouri
$260K +$611 +12 +0.2%
LAS
300
Lloyd Advisory Services
Georgia
$258K +$17.9K +352 +7%
10 11
12
13 14