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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
$134M
2
HighTower Advisors
HighTower Advisors
Illinois
$38.7M
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
$18.2M
4
RGF
Retirement Guys Formula
Ohio
$33.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$136M

Top Sellers

1
WMA
West Michigan Advisors
Michigan
$8.53M
2
UBS Group
UBS Group
Switzerland
$166M
3
Jane Street
Jane Street
New York
$17.4M
4
Morgan Stanley
Morgan Stanley
New York
$805M
5
Wells Fargo
Wells Fargo
California
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
301
Cedar Brook Financial Partners
Ohio
$304K +$1.03K +21 +0.3%
GCA
302
Genesee Capital Advisors
New York
$300K +$1.23K +25 +0.4%
KIG
303
Kowal Investment Group
Wisconsin
$296K -$13.4K -274 -4%
ODFS
304
O'Donnell Financial Services
California
$293K – – –
EP
305
Eudaimonia Partners
Tennessee
$292K +$292K +5,966 New
PIA
306
Pinion Investment Advisors
Kansas
$290K -$133K -2,723 -31%
TA
307
TFG Advisers
Michigan
$288K +$5.93K +121 +2%
IAP
308
Indie Asset Partners
Indiana
$286K -$4.89K -100 -2%
MCCP
309
Mission Creek Capital Partners
California
$276K -$50.8K -1,038 -16%
PB
310
Pinnacle Bancorp
Nebraska
$275K +$13.7K +280 +5%
RMAM
311
Raab & Moskowitz Asset Management
New Jersey
$272K +$7.44K +152 +3%
KFSC
312
Keystone Financial Services (Colorado)
Colorado
$270K +$270K +5,542 New
RFN
313
RDA Financial Network
Iowa
$268K -$4.86K -99 -2%
OPS
314
Orion Portfolio Solutions
Nebraska
$263K +$263K +5,374 New
CC
315
Cypress Capital
Tennessee
$262K – – –
Millennium Management
316
Millennium Management
New York
$254K -$35.3K -720 -12%
CCG
317
Coastwise Capital Group
California
$253K +$253K +5,178 New
TWM
318
Tanager Wealth Management
United Kingdom
$252K -$4.11M -83,798 -94%
OIA
319
Optimum Investment Advisors
Illinois
$242K +$2.54K +52 +1%
MP
320
McDonald Partners
Ohio
$241K +$241K +4,927 New
HWM
321
Howard Wealth Management
Connecticut
$239K +$239K +4,900 New
AL
322
ADE LLC
Maryland
$236K – – –
EE
323
EWG Elevate
California
$234K +$234K +4,785 New
SSWM
324
Sheets Smith Wealth Management
North Carolina
$230K +$230K +4,700 New
RG
325
Rathbones Group
United Kingdom
$224K -$54.4K -1,110 -20%
11 12
13
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