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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 %
KFS
351
Kelly Financial Services
Massachusetts
$18.3K +$18.3K +379 New
APC
352
Aspire Private Capital
North Carolina
$17.4K – – –
B
353
Birchbrook
Maine
$17.4K +$17.4K +360 New
RIL
354
Rothschild Investment LLC
Illinois
$16.2K +$16.2K +335 New
CAM
355
Creekmur Asset Management
Illinois
$15.6K +$15.6K +323 New
GI
356
Gradient Investments
Minnesota
$14K – – –
S
357
Sachetta
Massachusetts
$12.6K +$12.6K +260 New
Bank of Montreal
358
Bank of Montreal
Ontario, Canada
$12.2K -$7.29M -150,706 -100%
SWM
359
Sanctuary Wealth Management
Idaho
$11.5K – – –
TFG
360
Team Financial Group
California
$10.8K +$145 +3 +1%
MRCM
361
M&R Capital Management
New Jersey
$10.4K +$97 +2 +0.9%
FIM
362
FWL Investment Management
Texas
$8.84K – – –
RFS
363
Richardson Financial Services
Massachusetts
$7.78K +$7.78K +161 New
RFG
364
REAP Financial Group
Texas
$6.25K +$6.25K +129 New
SA
365
Scarborough Advisors
Maryland
$5.32K +$5.32K +110 New
TWM
366
Tradition Wealth Management
Minnesota
$3K -$42.5K -807 -93%
ME
367
McIlrath & Eck
Washington
$3K -$145 -3 -5%
HNB
368
Huntington National Bank
Ohio
$2.76K -$94 – –
HCP
369
Hexagon Capital Partners
Arkansas
$2.71K – – –
CJ
370
Caitlin John
Michigan
$1.98K +$1.98K +41 New
FGAM
371
Financial Gravity Asset Management
Texas
$1.27K +$634 +13 +100%
PA
372
PSI Advisors
Florida
$1.16K – – –
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$1.02K +$1.02K +21 New
IBOK
374
Independence Bank of Kentucky
Kentucky
$966 +$966 +20 New
MFG
375
Mendota Financial Group
Wisconsin
$458 -$155K -3,043 -100%
13 14
15
16 17