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

Overview Fund Activity

410 hedge funds and large institutions have $3.93B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 145 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+24
Holders Change %
+6.22%
% of All Funds
5.46%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
62
Increased
168
Reduced
145
Closed
27
Calls
$195K
Puts
–
Net Calls
+$195K
Net Calls Change
+$195K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$83.9M
2
LPL Financial
LPL Financial
California
$451M
3
LCAM
London & Capital Asset Management
United Kingdom
$14.7M
4
AI
Atria Investments
North Carolina
$13.1M
5
Mariner
Mariner
Kansas
$12M

Top Sellers

1
GI
Gradient Investments
Minnesota
$260K
2
FEG
Financial Enhancement Group
Indiana
$12.2M
3
Morgan Stanley
Morgan Stanley
New York
$587M
4
EE
EWG Elevate
California
$11.1M
5
Bank of America
Bank of America
North Carolina
$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
276
Sargent Investment Group
Maryland
$433K -$57.3K -1,185 -12%
CA
277
Claro Advisors
Massachusetts
$431K +$12.1K +249 +3%
WCM
278
Winebrenner Capital Management
Kentucky
$431K +$431K +8,854 New
CIAS
279
Capital Investment Advisory Services
North Carolina
$427K +$25.1K +515 +6%
IIL
280
Insight Inv LLC
California
$427K -$143K -2,930 -25%
MOS
281
MGO One Seven
Ohio
$426K -$7.59K -156 -2%
DAS
282
Dynamic Advisor Solutions
Arizona
$421K -$42.1K -865 -9%
WANY
283
Wealthspire Advisors (New York)
New York
$420K +$420K +8,628 New
DTC
284
Davidson Trust Company
Washington
$417K – – –
FLI
285
Family Legacy Inc
South Carolina
$413K -$1.5K -31 -0.4%
CICC
286
Capital Investment Counsel (Colorado)
Colorado
$400K -$525K -10,794 -57%
CWA
287
Clarus Wealth Advisors
Arizona
$400K -$7.74K -160 -2%
ACMA
288
Arbor Capital Management (Alaska)
Alaska
$397K +$97.5K +2,003 +33%
CCG
289
Capital CS Group
California
$393K +$22.8K +469 +6%
TFG
290
Team Financial Group
California
$388K +$182K +3,735 +88%
PCS
291
Private Client Services
Kentucky
$385K +$33.4K +686 +10%
NB
292
NBT Bank
New York
$379K -$57.1K -1,174 -13%
CAM
293
Cresset Asset Management
Illinois
$378K – – –
CCM
294
Chiron Capital Management
Florida
$367K -$97.3K -2,000 -21%
MSAM
295
Moloney Securities Asset Management
Missouri
$366K -$7.79K -160 -2%
SB
296
Strategic Blueprint
Georgia
$365K -$25K -513 -6%
PTP
297
Platform Technology Partners
New York
$361K – – –
SAW
298
Signal Advisors Wealth
Michigan
$358K -$4.97K -102 -1%
FHA
299
First Horizon Advisors
Tennessee
$341K -$9.05K -186 -3%
PNC Financial Services Group
300
PNC Financial Services Group
Pennsylvania
$340K +$2.09K +43 +0.6%
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12
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