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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 $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
–
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
$79.5M
2
LPL Financial
LPL Financial
California
$315M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.8M
4
BCM
BlueCrest Capital Management
Jersey
$23.3M
5
PBF
Petix & Botte Financial
California
$22M

Top Sellers

1
PFA
Pinnacle Family Advisors
Missouri
$427K
2
Morgan Stanley
Morgan Stanley
New York
$646M
3
SI
Stephens Inc
Arkansas
$19.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$107M
5
UCFA
United Capital Financial Advisors
Texas
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
376
Huntington National Bank
Ohio
$95 -$96 – –
WCA
377
Westover Capital Advisors
Delaware
– -$7.63M -159,355 Closed
WAM
378
WealthTrust Asset Management
Florida
– -$5.38M -112,371 Closed
SMF
379
Sterling Manor Financial
New York
– -$4.73M -98,745 Closed
TB
380
Treynor Bancshares
Iowa
– -$3.63M -75,815 Closed
SFS
381
Sowell Financial Services
Arkansas
– -$2.72M -56,781 Closed
IWM
382
Iams Wealth Management
Nebraska
– -$2M -41,832 Closed
GSC
383
Grey Street Capital
Illinois
– -$1.64M -34,268 Closed
AWA
384
Authentikos Wealth Advisory
California
– -$1.54M -32,395 Closed
MF
385
Manchester Financial
California
– -$1.42M -29,685 Closed
TC
386
Telemus Capital
Michigan
– -$1.09M -22,680 Closed
SW
387
Simplicity Wealth
New Jersey
– -$563K -11,751 Closed
ARC
388
Advisor Resource Council
Texas
– -$523K -10,893 Closed
CFA
389
Compass Financial Advisors
Indiana
– -$477K -9,955 Closed
TCA
390
Transcend Capital Advisors
New Jersey
– -$393K -8,216 Closed
AA
391
Advisory Alpha
Michigan
– -$386K -8,066 Closed
Corient Private Wealth
392
Corient Private Wealth
Florida
– -$367K -7,663 Closed
FA
393
Fermata Advisors
California
– -$340K -7,102 Closed
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
– -$325K -6,784 Closed
WA
395
Waverly Advisors
Alabama
– -$306K -6,395 Closed
PSCM
396
Per Stirling Capital Management
Texas
– -$298K -6,224 Closed
RFN
397
RDA Financial Network
Iowa
– -$252K -5,265 Closed
SWAG
398
Spectrum Wealth Advisory Group
California
– -$221K -4,618 Closed
SMC
399
Smith, Moore & Co
Missouri
– -$215K -4,487 Closed
PPP
400
Private Portfolio Partners
New Jersey
– -$212K -4,429 Closed
13 14 15
16
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