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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 $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.19B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$114M
3
FEG
3
Financial Enhancement Group
Indiana
$27.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$101M
5
TC
5
TAP Consulting
Missouri
$13.4M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$18M
2
Jane Street
2
Jane Street
New York
$0
3
AAP
3
Arax Advisory Partners
Colorado
$1.79M
4
Truist Financial
4
Truist Financial
North Carolina
$14.2M
5
LPT
5
Legacy Private Trust
Wisconsin
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$18M -$45.9M -950,426 -72%
CAN
27
Cetera Advisor Networks
California
$17.5M -$7.21M -149,132 -29%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$17.3M +$3.91M +80,866 +29%
OWP
29
Obermeyer Wealth Partners
Colorado
$15.8M -$561K -11,602 -3%
TPW
30
TL Private Wealth
Texas
$15M +$314K +6,504 +2%
AWM
31
AE Wealth Management
Kansas
$14.9M -$3.47M -72,170 -19%
Renaissance Technologies
32
Renaissance Technologies
New York
$14.6M +$5.39M +111,493 +58%
TCM
33
TD Capital Management
Tennessee
$14.6M -$133K -2,749 -0.9%
PAG
34
Private Advisor Group
New Jersey
$14.4M +$2.15M +44,412 +17%
HCA
35
Heck Capital Advisors
Wisconsin
$14.3M +$2.39M +49,363 +20%
Truist Financial
36
Truist Financial
North Carolina
$14.2M -$14.9M -308,187 -51%
TC
37
TAP Consulting
Missouri
$13.4M +$9.57M +198,145 +248%
EFL
38
ERn Financial LLC
Wisconsin
$13.3M -$528K -10,912 -4%
FPIS
39
Financial Planning & Information Services
Wisconsin
$13.1M -$137K -2,830 -1%
KAS
40
Kestra Advisory Services
Texas
$13M -$2.25M -46,484 -15%
AWA
41
Aaron Wealth Advisors
Illinois
$12.9M +$4.13M +85,415 +47%
WFS
42
Weitzel Financial Services
Iowa
$12.7M -$852K -17,650 -6%
KPWS
43
Kestra Private Wealth Services
Texas
$12.3M +$21.2K +438 +0.2%
CSIC
44
Clifford Swan Investment Counsel
California
$11.7M -$2.57M -53,120 -18%
DWM
45
Darwin Wealth Management
Florida
$11.5M -$972K -20,118 -8%
RA
46
RiverTree Advisors
Florida
$11.4M +$2.36M +48,847 +26%
IA
47
IFP Advisors
Florida
$11.4M -$9.12M -188,820 -45%
CCM
48
Condor Capital Management
New Jersey
$11.2M -$2.13M -44,069 -16%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$11.2M -$567K -11,734 -5%
SWA
50
Stratos Wealth Advisors
Ohio
$11.2M -$47.8K -990 -0.4%
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