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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 %
MI
76
Moneywise Inc
Virginia
$1.4M 27,449 +2,173 +9%
IWM
77
IHT Wealth Management
Illinois
$1.32M 25,911 +18,305 +241%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$1.28M 25,023 +1,625 +7%
DADC
79
D.A. Davidson & Co
Montana
$1.28M 24,989 -16,515 -40%
VA
80
Valmark Advisers
Ohio
$1.23M 24,062 +3,230 +16%
DI
81
DFPG Investments
Utah
$1.22M 23,841 +23,841 New
FAIM
82
Financial Advocates Investment Management
Washington
$1.2M 23,527 +1,271 +6%
NWM
83
Northwest Wealth Management
Iowa
$1.19M 23,340 -4,276 -15%
DC
84
Davenport & Co
Virginia
$1.17M 22,997 +395 +2%
AIC
85
Ameritas Investment Company
Nebraska
$1.07M 20,966 +20,966 New
RA
86
RFG Advisory
Alabama
$1.02M 19,885 +1,670 +9%
AW
87
ACG Wealth
Georgia
$945K 18,507 +432 +2%
GCA
88
Genesee Capital Advisors
New York
$935K 18,317 +18,317 New
Deutsche Bank
89
Deutsche Bank
Germany
$923K 18,087 +18,087 New
CIA
90
Capital Investment Advisors
Georgia
$913K 17,888 +10 +0.1%
RCG
91
Ruggie Capital Group
Florida
$909K 17,812 +17,812 New
HH
92
Hilltop Holdings
Texas
$902K 17,671 +439 +3%
CWM
93
Cornerstone Wealth Management
Missouri
$874K 17,156 -1,007,633 -98%
CIAS
94
Capital Investment Advisory Services
North Carolina
$819K 16,051 +16,051 New
MHS
95
M Holdings Securities
Oregon
$779K 15,255 +8,895 +140%
COI
96
Capital One Investing
Virginia
$735K 14,400 +14,400 New
PSG
97
Planning Solutions Group
Maryland
$721K 14,131 +14,131 New
PG
98
Patten Group
Tennessee
$652K 12,764 +8,442 +195%
AWA
99
Arete Wealth Advisors
Illinois
$647K 12,669 +12,669 New
BRWA
100
B. Riley Wealth Advisors
Florida
$627K 12,275 +1,521 +14%
2 3
4
5 6