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

Overview Fund Activity

376 hedge funds and large institutions have $3.55B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 128 increasing their positions, 180 reducing their positions, and 29 closing their positions.

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
6.02%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
34
Increased
128
Reduced
180
Closed
29
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K

Top Buyers

1
SI
1
Stephens Inc
Arkansas
$38.5M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$149M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$125M
4
LPL Financial
4
LPL Financial
California
$288M
5
Morgan Stanley
5
Morgan Stanley
New York
$690M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$85.7M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$77.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$28.6M
4
Bank of America
4
Bank of America
North Carolina
$90.9M
5
AWM
5
AE Wealth Management
Kansas
$27.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$21.1M 441,156 -175,963 -29%
CAG
27
Csenge Advisory Group
Florida
$20.9M 437,037 +51,069 +13%
PAG
28
Private Advisor Group
New Jersey
$20M 418,596 -187,795 -31%
IWA
29
Inspirion Wealth Advisors
Illinois
$18.9M 395,612 +40,090 +11%
HighTower Advisors
30
HighTower Advisors
Illinois
$18.8M 393,545 -79,995 -17%
WCFA
31
Walkner Condon Financial Advisors
Wisconsin
$18.1M 377,443 +6,118 +2%
IA
32
IFP Advisors
Florida
$17.5M 341,381 +143,899 +73%
NA
33
NewEdge Advisors
Louisiana
$17.1M 356,224 -74,329 -17%
OWP
34
Obermeyer Wealth Partners
Colorado
$16.2M 338,253 -4,751 -1%
CSIC
35
Clifford Swan Investment Counsel
California
$15.9M 333,065 -18,190 -5%
LPT
36
Legacy Private Trust
Wisconsin
$14.9M 311,976 +40,096 +15%
EFL
37
ERn Financial LLC
Wisconsin
$13.9M 290,826 +1,233 +0.4%
TPW
38
TL Private Wealth
Texas
$13.9M 290,325 +2,466 +0.9%
WFS
39
Weitzel Financial Services
Iowa
$13.4M 278,517 +17,146 +7%
TCM
40
TD Capital Management
Tennessee
$13.3M 277,232 +8,846 +3%
HCA
41
Heck Capital Advisors
Wisconsin
$13.3M 276,967 +28,756 +12%
CCM
42
Condor Capital Management
New Jersey
$13.2M 276,322 +7,112 +3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$13M 272,283 -170,701 -39%
DWM
44
Darwin Wealth Management
Florida
$12.7M 265,663 -6,273 -2%
KPWS
45
Kestra Private Wealth Services
Texas
$12.1M 252,883 +62,914 +33%
HI
46
Harbour Investments
Wisconsin
$11.8M 246,219 -28,373 -10%
SPC
47
Sigma Planning Corp
Michigan
$11.7M 244,666 +42,877 +21%
PA
48
Prism Advisors
California
$11.3M 236,133 +8,942 +4%
SWA
49
Stratos Wealth Advisors
Ohio
$10.9M 227,171 +6,422 +3%
AAS
50
Ameritas Advisory Services
Nebraska
$10.9M 226,668 -30,624 -12%
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