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

Overview Fund Activity

145 hedge funds and large institutions have $1.01B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
145
Holders Change
+19
Holders Change %
+15.08%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
25
Increased
76
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$99.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$221M
3
Wells Fargo
3
Wells Fargo
California
$80.9M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$15.5M
5
Bank of America
5
Bank of America
North Carolina
$112M

Top Sellers

1
CF
1
Centaurus Financial
California
$1.29K
2
EIA
2
Eldridge Investment Advisors
New Hampshire
$5.96M
3
DLHL
3
Donald L. Hagan LLC
Florida
$898K
4
FHC
4
First Heartland Consultants
Missouri
$2.75M
5
WP
5
WealthSource Partners
California
$929K
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$2.12M 41,504 +16,601 +67%
FA
52
FMA Advisory
Pennsylvania
$2.05M 40,254 +2,472 +7%
PAG
53
Pinnacle Advisory Group
Maryland
$1.8M 35,391 -8,939 -20%
SS
54
Simplicity Solutions
Minnesota
$1.76M 34,467 +29,730 +628%
Renaissance Technologies
55
Renaissance Technologies
New York
$1.71M 33,500 +19,200 +134%
CSIC
56
Clifford Swan Investment Counsel
California
$1.57M 30,745 +21,428 +230%
TCM
57
Telos Capital Management
California
$1.56M 30,646 +2,419 +9%
BWM
58
BerganKDV Wealth Management
Minnesota
$1.52M 29,848 +1,654 +6%
CPIG
59
Chicago Partners Investment Group
Illinois
$1.49M 29,175 +8,927 +44%
WI
60
WBI Investments
New Jersey
$1.47M 28,766 +28,766 New
APA
61
American Portfolios Advisors
New York
$1.45M 28,461 +185 +0.7%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.42M 27,865 +3,585 +15%
NWM
63
Northwest Wealth Management
Iowa
$1.41M 27,616 +23,447 +562%
WFG
64
Wills Financial Group
Virginia
$1.31M 25,737 -1,173 -4%
FHB
65
First Hawaiian Bank
Hawaii
$1.31M 25,687 +25,687 New
PFS
66
Prospera Financial Services
Texas
$1.29M 25,284 -13,873 -35%
MI
67
Moneywise Inc
Virginia
$1.29M 25,276 +16,470 +187%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$1.19M 23,398 +1,636 +8%
DC
69
Davenport & Co
Virginia
$1.15M 22,602 +4,270 +23%
FAIM
70
Financial Advocates Investment Management
Washington
$1.13M 22,256 +2,125 +11%
AI
71
Atria Investments
North Carolina
$1.07M 20,985 +7,535 +56%
VA
72
Valmark Advisers
Ohio
$1.06M 20,832 +1,213 +6%
AT
73
Arden Trust
Delaware
$1.04M 20,355 +20,355 New
HFS
74
HL Financial Services
Kentucky
$1.01M 19,748 -393 -2%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$1.01M 19,722 -200 -1%
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3
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