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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 $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
–
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
+$78.2M
2
LPL Financial
LPL Financial
California
+$28.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$24.8M
4
BCM
BlueCrest Capital Management
Jersey
+$13.5M
5
PBF
Petix & Botte Financial
California
+$11.3M

Top Sellers

1
PFA
Pinnacle Family Advisors
Missouri
-$150M
2
Morgan Stanley
Morgan Stanley
New York
-$41.8M
3
SI
Stephens Inc
Arkansas
-$18.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$18.1M
5
UCFA
United Capital Financial Advisors
Texas
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
276
Larson Financial Group
Missouri
$335K -$24.5K -513 -7%
SSWM
277
Sheets Smith Wealth Management
North Carolina
$319K +$47.7K +1,000 +18%
CRWM
278
Castle Rock Wealth Management
California
$317K – – –
HIS
279
Harvest Investment Services
Illinois
$311K -$2.57K -54 -0.8%
AWM
280
Avior Wealth Management
Nebraska
$310K -$160K -3,362 -34%
KIG
281
Kowal Investment Group
Wisconsin
$309K -$7.34K -154 -2%
TA
282
TruWealth Advisors
Louisiana
$307K -$58.6K -1,230 -16%
EL
283
Essex LLC
Illinois
$307K -$1.25M -26,193 -80%
TA
284
TFG Advisers
Michigan
$296K +$810 +17 +0.3%
GCM
285
Gallacher Capital Management
Colorado
$293K -$213K -4,466 -42%
DWP
286
Daymark Wealth Partners
Ohio
$292K +$3.72K +78 +1%
WMA
287
Wealth Management Associates
New Jersey
$291K +$334 +7 +0.1%
CC
288
Cypress Capital
Tennessee
$289K – – –
TI
289
Trexquant Investment
Connecticut
$284K +$284K +5,952 New
TSWM
290
Tyler-Stone Wealth Management
Ohio
$283K +$283K +5,927 New
SI
291
Shaker Investments
Ohio
$282K – – –
EC
292
EdgeRock Capital
Colorado
$280K -$186K -3,904 -40%
PIA
293
Pinion Investment Advisors
Kansas
$279K – – –
WMA
294
West Michigan Advisors
Michigan
$278K -$11.3K -237 -4%
WAM
295
Warberg Asset Management
Illinois
$277K +$277K +5,813 New
WEG
296
World Equity Group
Illinois
$275K +$158K +3,309 +135%
FCM
297
Family Capital Management
Michigan
$269K -$28.7K -603 -10%
ACMA
298
Arbor Capital Management (Alaska)
Alaska
$268K -$6.25K -131 -2%
GCA
299
Genesee Capital Advisors
New York
$266K -$17.7K -371 -6%
CAM
300
Concorde Asset Management
Michigan
$265K +$265K +5,556 New
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