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

Overview Fund Activity

376 hedge funds and large institutions have $4.53B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 100 increasing their positions, 183 reducing their positions, and 29 closing their positions.

Holders
376
Holders Change
+29
Holders Change %
+8.36%
% of All Funds
5.81%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.51%
New
68
Increased
100
Reduced
183
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$117M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$107M
3
AAP
3
Arax Advisory Partners
Colorado
$24.4M
4
OMC
4
Old Mission Capital
Illinois
$22.2M
5
OWP
5
Obermeyer Wealth Partners
Colorado
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$860M
2
Bank of America
2
Bank of America
North Carolina
$193M
3
UBS Group
3
UBS Group
Switzerland
$276M
4
SPIA
4
Steward Partners Investment Advisory
New York
$5.95M
5
Wells Fargo
5
Wells Fargo
California
$313M
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
76
Karp Capital Management
California
$8.62M 172,480 -30,471 -15%
FHA
77
First Horizon Advisors
Tennessee
$8.33M 166,703 -9,928 -6%
P3I
78
Progeny 3 Inc
Washington
$7.78M 155,615 – –
GLA
79
Good Life Advisors
Pennsylvania
$7.54M 150,771 +20,045 +15%
APWM
80
Atlas Private Wealth Management
New York
$7.44M 148,809 +3,661 +3%
GBT
81
Grove Bank & Trust
Florida
$7.43M 148,605 -10,047 -6%
DADC
82
D.A. Davidson & Co
Montana
$7.13M 142,539 +16,038 +13%
SIM
83
SSI Investment Management
California
$7.12M 142,504 +3,413 +2%
WS
84
Wedbush Securities
California
$7.01M 140,305 +84,311 +151%
CCFM
85
Clear Creek Financial Management
Washington
$6.9M 138,048 +31,687 +30%
BAM
86
Bellevue Asset Management
Washington
$6.83M 136,605 +136,467 +98,889%
AAS
87
Avantax Advisory Services
Texas
$6.76M 135,310 -8,205 -6%
HCA
88
Heck Capital Advisors
Wisconsin
$6.73M 134,660 +134,660 New
APWA
89
Atlas Private Wealth Advisors
New Jersey
$6.52M 130,471 +28,782 +28%
SPIA
90
Steward Partners Investment Advisory
New York
$5.95M 119,051 -388,751 -77%
FAIM
91
Financial Advocates Investment Management
Washington
$5.95M 119,011 -6,843 -5%
ASN
92
Advisory Services Network
Georgia
$5.83M 116,519 -19,823 -15%
MW
93
Marks Wealth
Maryland
$5.82M 116,327 -181,412 -61%
Citigroup
94
Citigroup
New York
$5.77M 115,391 -13,515 -10%
RWB
95
RMR Wealth Builders
New Jersey
$5.74M 114,875 +114,875 New
LA
96
LexAurum Advisors
Kansas
$5.62M 112,439 +17,183 +18%
AWA
97
ARQ Wealth Advisors
Arizona
$5.61M 112,228 -16,601 -13%
Renaissance Technologies
98
Renaissance Technologies
New York
$5.6M 112,086 -20,391 -15%
SF
99
Synovus Financial
Georgia
$5.57M 111,563 -16,571 -13%
BRWM
100
B. Riley Wealth Management
Tennessee
$5.43M 108,549 -70,585 -39%
2 3
4
5 6