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

Overview Fund Activity

169 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.77%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
44
Increased
86
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$123M
2
Bank of America
2
Bank of America
North Carolina
$140M
3
AFA
3
Arlington Financial Advisors
California
$25.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$247M
5
SBL
5
Sargent Bickham Lagudis
Colorado
$21.8M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$874K
2
Jane Street
2
Jane Street
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.9M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$12.7M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$3.16M 61,930 +45,272 +272%
FAAS
52
First Allied Advisory Services
California
$3.05M 59,819 +3,270 +6%
FHC
53
First Heartland Consultants
Missouri
$2.95M 57,770 +3,893 +7%
AT
54
Arden Trust
Delaware
$2.88M 56,342 +35,987 +177%
KWM
55
Kingsview Wealth Management
Oregon
$2.62M 51,266 +51,266 New
PFS
56
Prospera Financial Services
Texas
$2.57M 50,400 +25,116 +99%
CWM
57
Cranbrook Wealth Management
Michigan
$2.42M 47,377 +47,377 New
GWM
58
Geneos Wealth Management
Colorado
$2.41M 47,255 -5,966 -11%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$2.4M 46,927 +27,205 +138%
RIS
60
Retirement Income Solutions
Michigan
$2.36M 46,289 +2,281 +5%
CSIC
61
Clifford Swan Investment Counsel
California
$2.29M 44,857 +14,112 +46%
CPIG
62
Chicago Partners Investment Group
Illinois
$2.21M 43,305 +14,130 +48%
WP
63
WealthSource Partners
California
$2.17M 42,409 +24,187 +133%
FA
64
FMA Advisory
Pennsylvania
$2.01M 39,412 -842 -2%
FHB
65
First Hawaiian Bank
Hawaii
$1.86M 36,478 +10,791 +42%
US Bancorp
66
US Bancorp
Minnesota
$1.84M 35,991 -6,123 -15%
TCM
67
Telos Capital Management
California
$1.78M 34,840 +4,194 +14%
CFGS
68
Concourse Financial Group Securities
Alabama
$1.67M 32,660 +28,216 +635%
MIAN
69
Mariner Independent Advisor Network
Kansas
$1.6M 31,217 +15,323 +96%
BWM
70
BerganKDV Wealth Management
Minnesota
$1.54M 30,245 +397 +1%
PAG
71
Pinnacle Advisory Group
Maryland
$1.54M 30,232 -5,159 -15%
OIA
72
OneDigital Investment Advisors
Kansas
$1.54M 30,161 +30,161 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$1.52M 29,861 +1,996 +7%
APA
74
American Portfolios Advisors
New York
$1.48M 28,950 +489 +2%
AI
75
Atria Investments
North Carolina
$1.42M 27,755 +6,770 +32%
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