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

Overview Fund Activity

379 hedge funds and large institutions have $5.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 201 reducing their positions, and 39 closing their positions.

Holders
379
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.11%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.48%
New
48
Increased
101
Reduced
201
Closed
39
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.68B
2
BFG
2
Berger Financial Group
Minnesota
$24.4M
3
CAN
3
Cetera Advisor Networks
California
$34.3M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$104M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$670M
2
Bank of America
2
Bank of America
North Carolina
$101M
3
Wells Fargo
3
Wells Fargo
California
$206M
4
SFI
4
SPC Financial Inc
Maryland
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$21M +$574K +12,110 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$20.5M -$522K -11,020 -2%
HSA
28
HBK Sorce Advisory
Pennsylvania
$19.3M +$8.51M +179,492 +79%
NA
29
NewEdge Advisors
Louisiana
$18.4M -$1.3M -30,339 -7%
CAG
30
Csenge Advisory Group
Florida
$18.3M +$4.12M +86,902 +29%
WCFA
31
Walkner Condon Financial Advisors
Wisconsin
$17.6M -$1.06M -22,257 -6%
IWA
32
Inspirion Wealth Advisors
Illinois
$16.9M +$69.5K +1,465 +0.4%
CSIC
33
Clifford Swan Investment Counsel
California
$16.7M -$4.57M -96,400 -22%
KAS
34
Kestra Advisory Services
Texas
$16.4M -$375K -7,917 -2%
OWP
35
Obermeyer Wealth Partners
Colorado
$16.3M +$1.52M +31,966 +10%
FEG
36
Financial Enhancement Group
Indiana
$14.7M +$4.7M +97,944 +47%
SI
37
Stephens Inc
Arkansas
$13.9M -$3.77M -79,566 -21%
TPW
38
TL Private Wealth
Texas
$13.8M -$2.72M -56,914 -17%
EFL
39
ERn Financial LLC
Wisconsin
$13.7M +$191K +4,028 +1%
DWM
40
Darwin Wealth Management
Florida
$13.1M +$4.82M +100,412 +59%
HI
41
Harbour Investments
Wisconsin
$13M -$2.1M -44,286 -14%
LPT
42
Legacy Private Trust
Wisconsin
$12.9M +$416K +8,768 +3%
CCM
43
Condor Capital Management
New Jersey
$12.8M -$51.7K -1,090 -0.4%
TCM
44
TD Capital Management
Tennessee
$12.7M -$465K -9,817 -4%
WFS
45
Weitzel Financial Services
Iowa
$12.4M -$2.89M -61,046 -19%
AAS
46
Ameritas Advisory Services
Nebraska
$12.2M +$1.35M +28,580 +12%
Mariner
47
Mariner
Kansas
$12M +$4.3M +90,725 +56%
HCA
48
Heck Capital Advisors
Wisconsin
$11.8M +$198K +4,181 +2%
W
49
WealthOne
New York
$11.7M -$471K -9,942 -4%
PA
50
Prism Advisors
California
$10.8M -$637K -13,428 -6%
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