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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 %
NWM
276
Northwest Wealth Management
Iowa
$349K -$25.2K -521 -7%
WMA
277
West Michigan Advisors
Michigan
$344K +$65.1K +1,347 +23%
IIL
278
Insight Inv LLC
California
$343K – – –
KA
279
Kovack Advisors
Florida
$332K -$8.65K -179 -3%
CCM
280
Chiron Capital Management
Florida
$326K -$132K -2,733 -29%
CWM
281
Cornerstone Wealth Management
Missouri
$324K -$4.45K -92 -1%
PFGIA
282
Patriot Financial Group Insurance Agency
Massachusetts
$313K +$313K +6,473 New
MOS
283
MGO One Seven
Ohio
$309K -$30.3K -626 -9%
AIC
284
Archer Investment Corporation
Indiana
$308K +$3.43K +71 +1%
RGF
285
Retirement Guys Formula
Ohio
$307K -$182K -3,765 -37%
AA
286
AlphaMark Advisors
Kentucky
$306K -$10.6K -220 -3%
WC
287
Waterloo Capital
Texas
$305K -$1.07M -22,241 -78%
TSWM
288
Tyler-Stone Wealth Management
Ohio
$297K -$19.2K -397 -6%
WMA
289
Wealth Management Associates
New Jersey
$296K +$483 +10 +0.2%
CC
290
Cypress Capital
Tennessee
$293K – – –
RSWM
291
Robertson Stephens Wealth Management
California
$292K +$292K +6,048 New
TC
292
Telemus Capital
Michigan
$289K +$289K +5,974 New
SI
293
Shaker Investments
Ohio
$286K – – –
TA
294
TFB Advisors
Kansas
$273K -$145K -2,995 -35%
SAW
295
Signal Advisors Wealth
Michigan
$270K +$270K +5,581 New
PIA
296
Pinion Investment Advisors
Kansas
$267K – – –
CAM
297
Concorde Asset Management
Michigan
$263K -$8.6K -178 -3%
EL
298
Essex LLC
Illinois
$262K -$15.2K -315 -5%
LSA
299
Lion Street Advisors
Texas
$262K -$240K -4,961 -48%
GWSG
300
GPS Wealth Strategies Group
Colorado
$259K -$69.6K -1,440 -21%
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