First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
377 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, 133 increasing their positions, 172 reducing their positions, and 31 closing their positions.
16% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 31
1.76% more ownership
Funds ownership: 76.09% → 77.85% (+1.8%)
0% more funds holding
Funds holding: 377 → 377 (0)
0% more funds holding in top 10
Funds holding in top 10: 29 → 29 (0)
5% less capital invested
Capital invested by funds: $3.56B → $3.36B (-$195M)
23% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 172
96% less call options, than puts
Call options by funds: $281K | Put options by funds: $6.99M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
+$78.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$28.3M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$24.8M |
| 4 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$13.5M |
| 5 |
PBF
Petix & Botte Financial
La Mesa,
California
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$42M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$18.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$18.2M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$12M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPP
401
Private Portfolio Partners
Paramus,
New Jersey
| – | -$212K | -4,429 | Closed |
|
|
TC
402
TownSquare Capital
Provo,
Utah
| – | -$205K | -4,282 | Closed |
|
|
AWM
403
Accel Wealth Management
Waverly,
Iowa
| – | -$102K | -2,121 | Closed |
|
|
WP
404
WealthPLAN Partners
Omaha,
Nebraska
| – | -$42K | -877 | Closed |
|
405
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$39.7K | -830 | Closed |
|
|
TCWA
406
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$37.7K | -787 | Closed |
|
|
CIM
407
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$9.96K | -208 | Closed |
|
|
S
408
SignatureFD
Atlanta,
Georgia
| – | -$1.87K | -39 | Closed |
|
|
FCAS
409
First Command Advisory Services
Fort Worth,
Texas
| – | +$2.3K | +48 | New |
|
LMBS Hedge Fund Activity: Q2 2023 in Review
377 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) for Q2 2023, worth a combined $3.36B — down 5.5% from $3.56B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new LMBS positions and 31 closed out — a net gain of 5 holders — while 133 added to existing stakes and 172 trimmed.
The largest buyer was J. Arnold Wealth Management, adding an estimated $78.6M. The largest seller was Morgan Stanley, cutting an estimated $42M.
- 377 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $3.36B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2023, down 5.5% quarter-over-quarter.
- 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2023 and 31 closed out, a net change of +5 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2023 was J. Arnold Wealth Management, an estimated $78.6M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q2 2023 was Morgan Stanley, an estimated $42M sold.
Based on aggregated 13F filings for Q2 2023.