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

Overview Fund Activity

302 hedge funds and large institutions have $4.12B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 77 reducing their positions, and 20 closing their positions.

Holders
302
Holders Change
+18
Holders Change %
+6.34%
% of All Funds
6.21%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.64%
New
40
Increased
156
Reduced
77
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$638M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$126M
3
Wells Fargo
3
Wells Fargo
California
$337M
4
Jane Street
4
Jane Street
New York
$47.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$78.8M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$14K
2
LFAS
2
Level Four Advisory Services
Texas
$11.2M
3
CP
3
Camelot Portfolios
Ohio
$1.07M
4
APA
4
American Portfolios Advisors
New York
$2.1M
5
PAG
5
Private Advisory Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SL
301
Savior LLC
Massachusetts
$1K 11 – –
MHR
302
Matthew Hamilton Rosenberg
$1K 26 +26 New
PAG
303
Private Advisory Group
Washington
– – -73,144 Closed
HR
304
Hayden Royal
North Carolina
– – -72,082 Closed
MFG
305
Merit Financial Group
Georgia
– – -32,066 Closed
SAM
306
Stringer Asset Management
Tennessee
– – -23,173 Closed
VAG
307
VisionPoint Advisory Group
Texas
– – -13,834 Closed
AT
308
Arden Trust
Delaware
– – -12,674 Closed
PAS
309
Partnervest Advisory Services
California
– – -9,167 Closed
AWM
310
Adams Wealth Management
Utah
– – -9,000 Closed
SW
311
SkyOak Wealth
Michigan
– – -8,908 Closed
AIS
312
Accurate Investment Solutions
Pennsylvania
– – -7,701 Closed
CWP
313
Capital Wealth Planning
Florida
– – -6,654 Closed
CCA
314
Clearwater Capital Advisors
Illinois
– – -5,950 Closed
FGAM
315
Financial Gravity Asset Management
Texas
– – -2,117 Closed
LWM
316
Liberty Wealth Management
California
– – -1,427 Closed
CAN
317
Claraphi Advisory Network
United States
– – -1,287 Closed
AAM
318
Advisors Asset Management
Colorado
– – -319 Closed
FMII
319
Farmers & Merchants Investments Inc
Nebraska
– – -200 Closed
SL
320
Salomon & Ludwin
Virginia
– – -183 Closed
JFA
321
JNBA Financial Advisors
Minnesota
– – -174 Closed
CAGAS
322
Capital Advisory Group Advisory Services
Minnesota
– – -83 Closed
HNB
323
Huntington National Bank
Ohio
– – – –
BlackRock
324
BlackRock
New York
$0 2 +2 New
9 10 11 12
13