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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.

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
1
First Trust Advisors
Illinois
$134M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$38.7M
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$18.2M
4
RGF
4
Retirement Guys Formula
Ohio
$33.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$136M

Top Sellers

1
WMA
1
West Michigan Advisors
Michigan
$8.53M
2
UBS Group
2
UBS Group
Switzerland
$166M
3
Jane Street
3
Jane Street
New York
$17.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$805M
5
Wells Fargo
5
Wells Fargo
California
$270M
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
26
American Financial Advisors
Georgia
$27.8M 568,890 -77,596 -12%
SI
27
Stephens Inc
Arkansas
$21.8M 444,861 +126,999 +40%
PBF
28
Petix & Botte Financial
California
$20.3M 414,156 +221,577 +115%
SCA
29
Snowden Capital Advisors
New York
$18.8M 383,810 +10,344 +3%
KAS
30
Kestra Advisory Services
Texas
$18.4M 376,400 +51,425 +16%
TPW
31
TL Private Wealth
Texas
$18.4M 376,304 +8,306 +2%
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$18.2M 372,680 +367,969 +7,811%
PAG
33
Private Advisor Group
New Jersey
$17.9M 365,622 -44,694 -11%
AWS
34
Atria Wealth Solutions
New York
$17.7M 362,345 +362,345 New
Jane Street
35
Jane Street
New York
$17.4M 355,025 -1,985,539 -85%
FCM
36
Fourpath Capital Management
Oklahoma
$16.8M 343,855 +89,297 +35%
CAN
37
Cetera Advisor Networks
California
$16.7M 341,756 -30,807 -8%
SWM
38
Spire Wealth Management
Virginia
$16.5M 335,699 -72,391 -18%
OWP
39
Obermeyer Wealth Partners
Colorado
$16.2M 331,316 +55,106 +20%
IWA
40
Inspirion Wealth Advisors
Illinois
$15.9M 324,935 +51,557 +19%
NA
41
NewEdge Advisors
Louisiana
$15.4M 313,633 +109,087 +53%
CCG
42
Cypress Capital Group
Florida
$14.9M 304,708 -4,950 -2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$14.7M 299,988 -182,368 -38%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$14.6M 299,136 -136,329 -31%
CAG
45
Csenge Advisory Group
Florida
$14.1M 287,065 -24,498 -8%
HSA
46
HBK Sorce Advisory
Pennsylvania
$14M 285,283 -33,971 -11%
TCM
47
TD Capital Management
Tennessee
$13.6M 278,676 -10,925 -4%
CCM
48
Condor Capital Management
New Jersey
$13.6M 277,684 +1,238 +0.4%
FAM
49
Flaharty Asset Management
Florida
$13.1M 267,569 +23,405 +10%
KCM
50
Karp Capital Management
California
$12.8M 261,742 +89,262 +52%
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