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

Overview Fund Activity

380 hedge funds and large institutions have $4.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 173 reducing their positions, and 36 closing their positions.

Holders
380
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.01%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.51%
New
45
Increased
130
Reduced
173
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$134M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$38.7M
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$18.2M
4
RGF
4
Retirement Guys Formula
Ohio
$33.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$136M

Top Sellers

1
WMA
1
West Michigan Advisors
Michigan
$8.53M
2
UBS Group
2
UBS Group
Switzerland
$166M
3
Jane Street
3
Jane Street
New York
$17.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$805M
5
Wells Fargo
5
Wells Fargo
California
$270M
Name Market Value Shares Shares
Change 		Shares
Change %
W
51
WealthOne
New York
$12.6M 258,271 -435 -0.2%
PA
52
Prism Advisors
California
$12.5M 255,547 +18,863 +8%
VCM
53
Vivaldi Capital Management
Illinois
$12.1M 248,090 -100,900 -29%
EFL
54
ERn Financial LLC
Wisconsin
$12M 244,218 +8,975 +4%
SWA
55
Stratos Wealth Advisors
Ohio
$11.6M 237,907 +22,279 +10%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$11.4M 233,060 +3,219 +1%
HAFS
57
Hapanowicz & Associates Financial Services
Pennsylvania
$11.4M 231,943 -4,698 -2%
3LCM
58
3D/L Capital Management
Connecticut
$11.3M 231,653 +4,516 +2%
H6H
59
Hightower 6M Holding
Kansas
$11.1M 226,833 +226,833 New
AAS
60
Ameritas Advisory Services
Nebraska
$11M 225,350 -50,811 -18%
WFS
61
Weitzel Financial Services
Iowa
$11M 224,098 -8,501 -4%
PP
62
PFS Partners
New Jersey
$10.8M 221,203 +5,207 +2%
MIFH
63
Migdal Insurance & Financial Holdings
Israel
$10.7M 218,120 -13,187 -6%
TGAM
64
TBH Global Asset Management
Tennessee
$10.7M 217,576 -195,015 -47%
WS
65
Wedbush Securities
California
$10.4M 212,635 +72,330 +52%
MML Investors Services
66
MML Investors Services
Massachusetts
$10.4M 212,532 -24,815 -10%
IA
67
IFP Advisors
Florida
$10.2M 199,192 +135,791 +214%
WAM
68
WealthTrust Asset Management
Florida
$10.2M 208,198 +7,871 +4%
DWM
69
Darwin Wealth Management
Florida
$10M 205,266 -25,482 -11%
APWA
70
Atlas Private Wealth Advisors
New Jersey
$9.41M 192,150 +61,679 +47%
CCFM
71
Clear Creek Financial Management
Washington
$9.25M 188,952 +50,904 +37%
HGWM
72
Harvest Group Wealth Management
Massachusetts
$8.58M 175,186 -119,035 -40%
WMA
73
West Michigan Advisors
Michigan
$8.53M 417 -5,708 -93%
MIAN
74
Mariner Independent Advisor Network
Kansas
$8.42M 172,211 -147,865 -46%
BPA
75
Beacon Pointe Advisors
California
$8.34M 170,363 +157,463 +1,221%
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