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

Overview Fund Activity

115 hedge funds and large institutions have $707M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
+9
Holders Change %
+8.49%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
60
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$34.7M
2
Bank of America
2
Bank of America
North Carolina
$57.3M
3
UBS Group
3
UBS Group
Switzerland
$62.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$175M
5
LPL Financial
5
LPL Financial
California
$32.8M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
PAG
4
Pinnacle Advisory Group
Maryland
$23.7M
5
SCA
5
Snowden Capital Advisors
New York
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$1.47M +$1.47M +28,600 New
CP
52
Castleview Partners
Texas
$1.41M +$1.41M +27,368 New
APA
53
American Portfolios Advisors
New York
$1.36M +$46.9K +913 +4%
BWM
54
BerganKDV Wealth Management
Minnesota
$1.36M +$31K +603 +2%
CPIG
55
Chicago Partners Investment Group
Illinois
$1.27M +$113K +2,207 +10%
SWP
56
Stratos Wealth Partners
Ohio
$1.19M +$281K +5,468 +31%
CWM
57
Cornerstone Wealth Management
Missouri
$1.19M +$23.9K +463 +2%
TCM
58
Telos Capital Management
California
$1.19M +$163K +3,173 +16%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$1.13M +$1.07M +20,846 +1,985%
AW
60
ACG Wealth
Georgia
$1.11M – – –
HFS
61
HL Financial Services
Kentucky
$993K +$46.5K +905 +5%
CIA
62
Capital Investment Advisors
Georgia
$960K +$565 +11 +0.1%
CF
63
Centaurus Financial
California
$909K +$909K +17,704 New
CAN
64
Cetera Advisor Networks
California
$890K +$379K +7,389 +74%
VA
65
Valmark Advisers
Ohio
$886K +$227K +4,426 +35%
MIAN
66
Mariner Independent Advisor Network
Kansas
$874K +$874K +17,024 New
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$814K +$500K +9,735 +159%
DADC
68
D.A. Davidson & Co
Montana
$810K -$876K -17,041 -52%
SI
69
Stephens Inc
Arkansas
$796K -$134K -2,600 -14%
DC
70
Davenport & Co
Virginia
$793K +$13.6K +264 +2%
IWM
71
IHT Wealth Management
Illinois
$780K +$506K +9,844 +185%
FAIM
72
Financial Advocates Investment Management
Washington
$756K -$379K -7,378 -33%
WS
73
Wedbush Securities
California
$713K +$43.3K +843 +6%
AI
74
Atria Investments
North Carolina
$678K +$678K +13,189 New
1IA
75
1834 Investment Advisors
Wisconsin
$545K +$235K +4,574 +76%
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