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

Overview Fund Activity

50 hedge funds and large institutions have $202M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.3M
2
LPL Financial
2
LPL Financial
California
$17.1M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$10.6M
4
MMA
4
Miracle Mile Advisors
California
$5.11M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.35M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
SCA
3
Snowden Capital Advisors
New York
$2.98M
4
DADC
4
D.A. Davidson & Co
Montana
$488K
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
– -$1.41M -26,922 Closed
NA
52
NewEdge Advisors
Louisiana
– -$556K -10,600 Closed
LI
53
LVZ Inc
Michigan
– -$244K -4,664 Closed
TRCT
54
Tower Research Capital (TRC)
New York
– -$2K -31 Closed
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3