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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 %
SCFS
276
S.C. Financial Services
Arizona
$386K -$5.19K -106 -1%
WP
277
WealthShield Partners
North Carolina
$375K -$150K -3,060 -29%
AC
278
Avestar Capital
New York
$372K +$26.9K +549 +8%
BZWA
279
Blue Zone Wealth Advisors
California
$365K -$39.2K -800 -10%
HFP
280
Holistic Financial Partners
Indiana
$365K +$365K +7,461 New
AOG
281
Alpha Omega Group
Virginia
$358K – – –
EWM
282
Endowment Wealth Management
Wisconsin
$353K +$100K +2,041 +40%
ACMA
283
Arbor Capital Management (Alaska)
Alaska
$352K -$35.8K -732 -9%
HIS
284
Harvest Investment Services
Illinois
$352K -$12.9K -265 -4%
PSF
285
Pacific Sun Financial
California
$350K -$8.82K -180 -2%
FHA
286
Flagship Harbor Advisors
Massachusetts
$349K -$208K -4,242 -37%
RCM
287
Raleigh Capital Management
North Carolina
$347K +$149K +3,048 +76%
IF
288
Intrua Financial
Texas
$344K -$57.2K -1,168 -14%
WMA
289
Wealth Management Associates
New Jersey
$344K +$147 +3 +0%
SFS
290
Security Financial Services
Indiana
$342K +$126K +2,580 +59%
IF
291
Integrity Financial
Wyoming
$339K -$169K -3,451 -33%
NFG
292
Nations Financial Group
Iowa
$339K +$53.1K +1,084 +19%
FHA
293
First Horizon Advisors
Tennessee
$335K -$7.82M -159,856 -96%
CFD
294
Creative Financial Designs
Indiana
$325K +$80K +1,637 +33%
CF
295
Centaurus Financial
California
$323K -$32.9K -672 -9%
TCA
296
Transcend Capital Advisors
New Jersey
$322K +$8.19K +167 +3%
KP
297
Keel Point
Alabama
$322K +$322K +6,577 New
PWP
298
Principle Wealth Partners
Connecticut
$321K -$152K -3,110 -32%
FF
299
Friedenthal Financial
New Jersey
$321K +$321K +6,552 New
PPW
300
Pinnacle Private Wealth
Massachusetts
$320K -$180K -3,686 -36%
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