First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
198 hedge funds and large institutions have $1.56B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 39 reducing their positions, and 10 closing their positions.
330% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 10
154% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 39
23% more capital invested
Capital invested by funds: $1.27B → $1.56B (+$296M)
17% more funds holding
Funds holding: 169 → 198 (+29)
0.82% less ownership
Funds ownership: 62.45% → 61.63% (-0.82%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$32.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$25.4M |
| 4 |
AFA
American Financial Advisors
Marietta,
Georgia
|
+$23M |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$25.9M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$10.3M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$8.72M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$8.67M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$4.47M |
LMBS Hedge Fund Activity: Q1 2019 in Review
198 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) for Q1 2019, worth a combined $1.56B — up 23% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new LMBS positions and 10 closed out — a net gain of 33 holders — while 99 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48.9M. The largest seller was Arlington Financial Advisors, exiting entirely with an estimated $25.9M sold.
- 198 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2019, up from 169 in Q4 2018.
- Funds reported $1.56B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2019, up 23% quarter-over-quarter.
- 43 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2019 and 10 closed out, a net change of +33 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2019 was Morgan Stanley, an estimated $48.9M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2019 was Arlington Financial Advisors, an estimated $25.9M sold.
Based on aggregated 13F filings for Q1 2019.