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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
LMBS
383 hedge funds and large institutions have $3.75B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 187 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
16% more funds holding in top 10
Funds holding in top 10: 32 → 37 (+5)
1% more funds holding
Funds holding: 381 → 383 (+2)
0.25% more ownership
Funds ownership: 71.86% → 72.11% (+0.25%)
8% less capital invested
Capital invested by funds: $4.09B → $3.75B (-$341M)
35% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 187
Holders
383
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
6.45%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.62%
New
33
Increased
122
Reduced
187
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$25.6M |
| 2 |
Jane Street
New York
|
+$23.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23M |
| 4 |
SFS
Searcy Financial Services
Overland Park,
Kansas
|
+$21M |
| 5 |
LPL Financial
San Diego,
California
|
+$16.5M |
Top Sellers
| 1 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$76M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$46.3M |
| 3 |
Morgan Stanley
New York
|
-$44.2M |
| 4 |
SWM
Stockman Wealth Management
Billings,
Montana
|
-$43M |
| 5 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$31.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFA
401
WMG Financial Advisors
Knoxville,
Tennessee
| – | -$220K | -4,498 | Closed |
|
|
SW
402
StrongBox Wealth
Lee's Summit,
Missouri
| – | -$209K | -4,279 | Closed |
|
403
Renaissance Technologies
New York
| – | -$201K | -4,103 | Closed |
|
|
HA
404
Herold Advisors
New York
| – | -$152K | -3,100 | Closed |
|
|
LAS
405
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$108K | -2,207 | Closed |
|
|
AF
406
Allworth Financial
Folsom,
California
| – | -$18K | -369 | Closed |
|
|
LWP
407
Laurel Wealth Planning
Edina,
Minnesota
| – | -$4K | -80 | Closed |
|
|
TRCT
408
Tower Research Capital (TRC)
New York
| – | -$2K | -48 | Closed |
|
|
GA
409
GoalVest Advisory
New York
| – | -$2K | -33 | Closed |
|
410
Fidelity Investments
Boston,
Massachusetts
| – | +$194 | +4 | +100% |
|