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

Overview Fund Activity

376 hedge funds and large institutions have $4.53B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 100 increasing their positions, 183 reducing their positions, and 29 closing their positions.

Holders
376
Holders Change
+29
Holders Change %
+8.36%
% of All Funds
5.81%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.51%
New
68
Increased
100
Reduced
183
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$117M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$107M
3
AAP
3
Arax Advisory Partners
Colorado
$24.4M
4
OMC
4
Old Mission Capital
Illinois
$22.2M
5
OWP
5
Obermeyer Wealth Partners
Colorado
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$860M
2
Bank of America
2
Bank of America
North Carolina
$193M
3
UBS Group
3
UBS Group
Switzerland
$276M
4
SPIA
4
Steward Partners Investment Advisory
New York
$5.95M
5
Wells Fargo
5
Wells Fargo
California
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Condor Capital Management
New Jersey
$13.8M +$429K +8,585 +3%
OWP
52
Obermeyer Wealth Partners
Colorado
$13.8M +$13.8M +276,210 New
AAS
53
Ameritas Advisory Services
Nebraska
$13.8M +$13.8M +276,161 New
IWA
54
Inspirion Wealth Advisors
Illinois
$13.7M -$7.21M -144,318 -35%
W
55
WealthOne
New York
$12.9M +$1.14M +22,709 +10%
6M
56
6 Meridian
Kansas
$12.8M +$2.77M +55,360 +28%
FCM
57
Fourpath Capital Management
Oklahoma
$12.7M +$12.7M +254,558 New
FAM
58
Flaharty Asset Management
Florida
$12.2M +$541K +10,831 +5%
MML Investors Services
59
MML Investors Services
Massachusetts
$11.9M +$649K +12,988 +6%
PA
60
Prism Advisors
California
$11.8M +$572K +11,441 +5%
HAFS
61
Hapanowicz & Associates Financial Services
Pennsylvania
$11.8M +$79K +1,585 +0.7%
EFL
62
ERn Financial LLC
Wisconsin
$11.8M -$1.28M -25,653 -10%
WFS
63
Weitzel Financial Services
Iowa
$11.6M +$169K +3,378 +1%
MIFH
64
Migdal Insurance & Financial Holdings
Israel
$11.6M +$49.7K +995 +0.4%
MF
65
Manchester Financial
California
$11.5M +$11.5M +230,470 New
DWM
66
Darwin Wealth Management
Florida
$11.5M -$4.45M -89,262 -28%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$11.5M -$2.18M -43,587 -16%
3LCM
68
3D/L Capital Management
Connecticut
$11.4M -$27.4K -549 -0.2%
PP
69
PFS Partners
New Jersey
$10.8M +$10.8M +215,996 New
SWA
70
Stratos Wealth Advisors
Ohio
$10.8M +$16K +320 +0.1%
NA
71
NewEdge Advisors
Louisiana
$10.2M +$4.69M +93,824 +85%
WAM
72
WealthTrust Asset Management
Florida
$10M +$6.63M +132,532 +195%
PBF
73
Petix & Botte Financial
California
$9.63M -$7.06M -141,238 -42%
GWM
74
Geneos Wealth Management
Colorado
$8.75M -$2.03M -40,522 -19%
Citadel Advisors
75
Citadel Advisors
Florida
$8.71M -$1.66M -33,282 -16%
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