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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS

Overview Fund Activity

302 hedge funds and large institutions have $4.12B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 77 reducing their positions, and 20 closing their positions.

Holders
302
Holders Change
+18
Holders Change %
+6.34%
% of All Funds
6.21%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.64%
New
40
Increased
156
Reduced
77
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$638M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$126M
3
Wells Fargo
3
Wells Fargo
California
$337M
4
Jane Street
4
Jane Street
New York
$47.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$78.8M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$14K
2
LFAS
2
Level Four Advisory Services
Texas
$11.2M
3
CP
3
Camelot Portfolios
Ohio
$1.07M
4
APA
4
American Portfolios Advisors
New York
$2.1M
5
PAG
5
Private Advisory Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$22.4M 433,849 +212,677 +96%
AFA
27
American Financial Advisors
Georgia
$20.1M 389,014 -1,068 -0.3%
IA
28
IFP Advisors
Florida
$20M 386,804 +33,721 +10%
CSIC
29
Clifford Swan Investment Counsel
California
$19.2M 370,595 +78,451 +27%
3AM
30
3D Asset Management
Connecticut
$16.5M 318,386 -29,913 -9%
BFG
31
Barber Financial Group
Kansas
$16.4M 317,477 -35,000 -10%
CCFM
32
Clear Creek Financial Management
Washington
$16.3M 314,940 +49,664 +19%
FAM
33
Flaharty Asset Management
Florida
$15.8M 306,559 -670 -0.2%
TCM
34
TD Capital Management
Tennessee
$15.5M 300,021 -25,248 -8%
6M
35
6 Meridian
Kansas
$15.1M 291,557 +62,776 +27%
FAAS
36
First Allied Advisory Services
California
$14.8M 285,886 -66,806 -19%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$12.4M 240,818 +1,679 +0.7%
GFPC
38
Global Financial Private Capital
Florida
$12.4M 240,762 -64,762 -21%
CCM
39
Condor Capital Management
New Jersey
$11.8M 228,246 -1,343 -0.6%
SPIA
40
Steward Partners Investment Advisory
New York
$11.3M 219,463 +23,673 +12%
BFG
41
Beacon Financial Group
Texas
$11.3M 219,237 +50,839 +30%
LFAS
42
Level Four Advisory Services
Texas
$11.2M 216,883 -117,939 -35%
TPW
43
TL Private Wealth
Texas
$11.2M 216,564 +62,929 +41%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$11.1M 215,088 +28,911 +16%
HAFS
45
Hapanowicz & Associates Financial Services
Pennsylvania
$11M 212,417 +212,417 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$11M 212,267 +186,139 +712%
PAG
47
Private Advisor Group
New Jersey
$11M 211,915 +22,640 +12%
LBD
48
Landsberg Bennett & Dubbaneh
Florida
$10.9M 211,430 +14,411 +7%
W
49
WealthOne
New York
$10.9M 211,297 +14,080 +7%
CAG
50
Csenge Advisory Group
Florida
$10.8M 208,695 +112,757 +118%
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