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

Overview Fund Activity

379 hedge funds and large institutions have $5.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 201 reducing their positions, and 39 closing their positions.

Holders
379
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.11%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.48%
New
48
Increased
101
Reduced
201
Closed
39
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.68B
2
BFG
2
Berger Financial Group
Minnesota
$24.4M
3
CAN
3
Cetera Advisor Networks
California
$34.3M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$104M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$670M
2
Bank of America
2
Bank of America
North Carolina
$101M
3
Wells Fargo
3
Wells Fargo
California
$206M
4
SFI
4
SPC Financial Inc
Maryland
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$10.5M 220,749 -11,605 -5%
IA
52
IFP Advisors
Florida
$10.1M 197,482 -17,361 -8%
William Blair & Company
53
William Blair & Company
Illinois
$10.1M 212,202 -328,090 -61%
MML Investors Services
54
MML Investors Services
Massachusetts
$9.99M 210,681 +11,183 +6%
VCM
55
Vivaldi Capital Management
Illinois
$9.98M 208,876 +14,824 +8%
TGAM
56
TBH Global Asset Management
Tennessee
$9.94M 209,690 -6,485 -3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$9.83M 207,349 +16,534 +9%
AWS
58
Atria Wealth Solutions
New York
$9.8M 206,625 -61,740 -23%
SPC
59
Sigma Planning Corp
Michigan
$9.57M 201,789 +7,886 +4%
RA
60
RiverTree Advisors
Florida
$9.16M 193,212 -84,729 -30%
SIM
61
SSI Investment Management
California
$9.14M 192,729 -280 -0.1%
KPWS
62
Kestra Private Wealth Services
Texas
$9.01M 189,969 +68,783 +57%
CA
63
CoreCap Advisors
Michigan
$8.91M 187,979 -340 -0.2%
AAS
64
Avantax Advisory Services
Texas
$8.52M 179,699 +31,648 +21%
WS
65
Wedbush Securities
California
$8.11M 170,998 -107,375 -39%
MMA
66
Miracle Mile Advisors
California
$7.94M 167,462 +140,218 +515%
HGWM
67
Harvest Group Wealth Management
Massachusetts
$7.89M 166,355 -11,591 -7%
WAM
68
WealthTrust Asset Management
Florida
$7.87M 166,040 -36,901 -18%
GLA
69
Good Life Advisors
Pennsylvania
$7.8M 164,483 +8,058 +5%
DADC
70
D.A. Davidson & Co
Montana
$7.7M 162,385 +1,013 +0.6%
PSCM
71
Per Stirling Capital Management
Texas
$7.62M 160,738 +160,738 New
WCA
72
Westover Capital Advisors
Delaware
$7.57M 159,645 -7,796 -5%
PP
73
PFS Partners
New Jersey
$7.29M 153,755 -1,251 -0.8%
KWM
74
Kingsview Wealth Management
Oregon
$7.16M 150,970 +64,656 +75%
APWM
75
Atlas Private Wealth Management
New York
$7.13M 150,354 -3,876 -3%
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