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

Overview Fund Activity

302 hedge funds and large institutions have $4.12B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 77 reducing their positions, and 20 closing their positions.

Holders
302
Holders Change
+18
Holders Change %
+6.34%
% of All Funds
6.21%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.64%
New
40
Increased
156
Reduced
77
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$638M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$126M
3
Wells Fargo
3
Wells Fargo
California
$337M
4
Jane Street
4
Jane Street
New York
$47.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$78.8M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$14K
2
LFAS
2
Level Four Advisory Services
Texas
$11.2M
3
CP
3
Camelot Portfolios
Ohio
$1.07M
4
APA
4
American Portfolios Advisors
New York
$2.1M
5
PAG
5
Private Advisory Group
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$5.25M 101,632 +38,421 +61%
AAS
77
Avantax Advisory Services
Texas
$5.22M 101,094 -12,612 -11%
PFS
78
Prospera Financial Services
Texas
$5.16M 99,819 +2,804 +3%
CSM
79
CAMG Solamere Management
North Carolina
$5.12M 99,086 +53,455 +117%
CAN
80
Cetera Advisor Networks
California
$5.04M 97,510 -5,045 -5%
CA
81
Claro Advisors
Massachusetts
$5.02M 97,107 +32,593 +51%
22CM
82
20/20 Capital Management
California
$4.92M 94,876 -41,623 -30%
FAIM
83
Financial Advocates Investment Management
Washington
$4.83M 93,384 +12,760 +16%
SIM
84
SSI Investment Management
California
$4.68M 90,658 +80,095 +758%
JAWM
85
J. Arnold Wealth Management
Ohio
$4.51M 87,264 +52,316 +150%
CWM
86
Cranbrook Wealth Management
Michigan
$4.29M 82,913 -3,579 -4%
SCM
87
Smith Capital Management
Arkansas
$4.16M 80,506 -755 -0.9%
DADC
88
D.A. Davidson & Co
Montana
$4.16M 80,408 +14,806 +23%
CGH
89
Crossmark Global Holdings
Texas
$3.98M 77,000 – –
PBF
90
Petix & Botte Financial
California
$3.83M 147,955 +81,974 +124%
MA
91
Mutual Advisors
Nebraska
$3.82M 73,833 +13,574 +23%
AIC
92
Ameritas Investment Company
Nebraska
$3.7M 71,635 +29,654 +71%
OMC
93
Old Mission Capital
Illinois
$3.47M 67,189 +47,776 +246%
BWM
94
BerganKDV Wealth Management
Minnesota
$3.43M 66,451 +16,276 +32%
GWM
95
Geneos Wealth Management
Colorado
$3.39M 65,540 +2,450 +4%
LWAC
96
Laurel Wealth Advisors (California)
California
$3.36M 64,904 +64,904 New
ACP
97
Aviance Capital Partners
Florida
$3.34M 64,563 +8,480 +15%
RIS
98
Retirement Income Solutions
Michigan
$3.32M 64,313 +519 +0.8%
GM
99
GeoWealth Management
Illinois
$3.29M 63,611 -82 -0.1%
APWA
100
Atlas Private Wealth Advisors
New Jersey
$3.12M 60,349 +60,349 New
2 3
4
5 6