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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
LMBS
373 hedge funds and large institutions have $3.17B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 160 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
10% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 31
1% less funds holding
Funds holding: 377 → 373 (-4)
11% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 160
13% less funds holding in top 10
Funds holding in top 10: 24 → 21 (-3)
13% less capital invested
Capital invested by funds: $3.63B → $3.17B (-$462M)
13.04% less ownership
Funds ownership: 93.01% → 79.97% (-13%)
Holders
373
Holders Change
-4
Holders Change %
-1.06%
% of All Funds
5.37%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
34
Increased
143
Reduced
160
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$60.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$49.9M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$21.7M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$20.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$18.5M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$606M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.2M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$16.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.5M |
| 5 |
PBF
Petix & Botte Financial
La Mesa,
California
|
-$11.3M |
