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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 $3.36B 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, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

Holders
376
Holders Change
–
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$79.5M
2
LPL Financial
2
LPL Financial
California
$315M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$24.8M
4
BCM
4
BlueCrest Capital Management
Jersey
$23.3M
5
PBF
5
Petix & Botte Financial
California
$22M

Top Sellers

1
PFA
1
Pinnacle Family Advisors
Missouri
$427K
2
Morgan Stanley
2
Morgan Stanley
New York
$646M
3
SI
3
Stephens Inc
Arkansas
$19.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$107M
5
UCFA
5
United Capital Financial Advisors
Texas
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
26
Csenge Advisory Group
Florida
$21.6M 452,948 +15,911 +4%
IA
27
IFP Advisors
Florida
$20.5M 429,448 +88,067 +26%
SI
28
Stephens Inc
Arkansas
$19.8M 416,307 -387,017 -48%
IWA
29
Inspirion Wealth Advisors
Illinois
$19.4M 407,659 +12,047 +3%
AWM
30
AE Wealth Management
Kansas
$19.4M 405,985 -172,556 -30%
HighTower Advisors
31
HighTower Advisors
Illinois
$18.7M 391,200 -2,345 -0.6%
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$17.4M 364,295 -13,148 -3%
UCFA
33
United Capital Financial Advisors
Texas
$16.6M 348,873 -249,390 -42%
FEG
34
Financial Enhancement Group
Indiana
$16.2M 341,113 -101,292 -23%
OWP
35
Obermeyer Wealth Partners
Colorado
$16.2M 338,815 +562 +0.2%
CSIC
36
Clifford Swan Investment Counsel
California
$15.4M 322,398 -10,667 -3%
LPT
37
Legacy Private Trust
Wisconsin
$15.2M 318,945 +6,969 +2%
PAG
38
Private Advisor Group
New Jersey
$15M 314,387 -104,209 -25%
TCM
39
TD Capital Management
Tennessee
$14.9M 311,704 +34,472 +12%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$14.7M 309,317 +103,537 +50%
EFL
41
ERn Financial LLC
Wisconsin
$13.9M 292,122 +1,296 +0.4%
TPW
42
TL Private Wealth
Texas
$13.9M 292,949 +2,624 +0.9%
WFS
43
Weitzel Financial Services
Iowa
$13.6M 285,367 +6,850 +2%
CCM
44
Condor Capital Management
New Jersey
$13.3M 278,643 +2,321 +0.8%
NA
45
NewEdge Advisors
Louisiana
$12.9M 271,570 -84,654 -24%
KAS
46
Kestra Advisory Services
Texas
$12.7M 266,922 +51,048 +24%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$12.7M 266,006 -6,277 -2%
DWM
48
Darwin Wealth Management
Florida
$12.6M 265,922 +259 +0.1%
SPC
49
Sigma Planning Corp
Michigan
$11.9M 249,000 +4,334 +2%
FPIS
50
Financial Planning & Information Services
Wisconsin
$11.8M 247,609 +56,953 +30%
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