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

Overview Fund Activity

106 hedge funds and large institutions have $556M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
106
Holders Change
+21
Holders Change %
+24.71%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
47
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
1
WBI Investments
New Jersey
$43.2M
2
UBS Group
2
UBS Group
Switzerland
$41.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$156M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.4M
5
Bank of America
5
Bank of America
North Carolina
$28.8M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$14.4M
2
IH
2
IFC Holdings
Florida
$537K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.45M
4
RJA
4
Raymond James & Associates
Florida
$7.76M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$1.16M 22,517 +8,184 +57%
FAIM
52
Financial Advocates Investment Management
Washington
$1.14M 22,101 +22,101 New
AW
53
ACG Wealth
Georgia
$1.11M 21,550 +21,550 New
TCM
54
Telos Capital Management
California
$1.03M 20,001 +2,486 +14%
CIA
55
Capital Investment Advisors
Georgia
$964K 18,671 +1,610 +9%
HFS
56
HL Financial Services
Kentucky
$952K 18,429 +2,597 +16%
SI
57
Stephens Inc
Arkansas
$934K 18,092 -2,551 -12%
SWP
58
Stratos Wealth Partners
Ohio
$918K 17,782 +2,582 +17%
DC
59
Davenport & Co
Virginia
$783K 15,165 +1,970 +15%
AG
60
Advisor Group
Arizona
$762K 14,760 -4,980 -25%
CCG
61
Cypress Capital Group
Florida
$687K 13,300 +13,300 New
WS
62
Wedbush Securities
California
$673K 13,038 +13,038 New
VA
63
Valmark Advisers
Ohio
$662K 12,823 +12,823 New
MFG
64
Merit Financial Group
Georgia
$653K 23,582 +23,582 New
OMC
65
Old Mission Capital
Illinois
$553K 10,716 +10,716 New
GFPC
66
Global Financial Private Capital
Florida
$544K 10,533 -5,324 -34%
IH
67
IFC Holdings
Florida
$537K 10,437 -61,153 -85%
CAN
68
Cetera Advisor Networks
California
$512K 9,949 +5,238 +111%
WWM
69
Wagner Wealth Management
South Carolina
$471K 9,129 +9,129 New
BRWA
70
B. Riley Wealth Advisors
Florida
$468K 9,059 +1,704 +23%
B
71
Bridgeworth
Alabama
$446K 8,646 +4,323 +100%
HWA
72
HCR Wealth Advisors
California
$398K 7,700 +7,700 New
PAG
73
Private Advisor Group
New Jersey
$378K 7,311 -3,917 -35%
TSS
74
Two Sigma Securities
New York
$371K 7,184 +7,184 New
TFA
75
Transamerica Financial Advisors
Florida
$360K 6,956 +485 +7%
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