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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 %
FGAM
376
Financial Gravity Asset Management
Texas
$2.54K -$52 -5 -2%
S
377
SignatureFD
Georgia
$2K -$20.2K -364 -91%
TRCT
378
Tower Research Capital (TRC)
New York
$2K -$14.5K -349 -88%
GA
379
GoalVest Advisory
New York
$2K +$2K +33 New
GWM
380
Geneos Wealth Management
Colorado
– -$8.75M -175,099 Closed
Citadel Advisors
381
Citadel Advisors
Florida
– -$8.71M -174,220 Closed
CW
382
CreativeOne Wealth
Kansas
– -$3.27M -65,416 Closed
IWP
383
Icon Wealth Partners
Texas
– -$1.6M -32,020 Closed
TSS
384
Two Sigma Securities
New York
– -$1.52M -30,431 Closed
BF
385
BOK Financial
Oklahoma
– -$1.16M -23,169 Closed
SFS
386
Sowell Financial Services
Arkansas
– -$1.13M -22,617 Closed
AP
387
Agilis Partners
Massachusetts
– -$830K -16,596 Closed
Mariner
388
Mariner
Kansas
– -$788K -15,768 Closed
IFG
389
Investors Financial Group
Minnesota
– -$674K -13,491 Closed
TFA
390
Teamwork Financial Advisors
Texas
– -$556K -11,123 Closed
PGWM
391
Pitti Group Wealth Management
New York
– -$528K -10,566 Closed
FMTC
392
Farmers & Merchants Trust Company
California
– -$418K -8,357 Closed
GSWM
393
Golden State Wealth Management
California
– -$348K -6,963 Closed
JCM
394
Jacobi Capital Management
Pennsylvania
– -$283K -5,654 Closed
FWP
395
Firethorn Wealth Partners
Georgia
– -$272K -5,442 Closed
RCAG
396
Rehmann Capital Advisory Group
Michigan
– -$249K -4,984 Closed
PP
397
Patron Partners
Texas
– -$219K -4,387 Closed
SFP
398
Strategic Financial Partners
Oregon
– -$210K -4,206 Closed
CA
399
Calton & Associates
Florida
– -$205K -4,105 Closed
BNP Paribas Financial Markets
400
BNP Paribas Financial Markets
France
– -$161K -3,214 Closed
13 14 15
16
17