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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 $3.55B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 128 increasing their positions, 180 reducing their positions, and 29 closing their positions.

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
6.02%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
34
Increased
128
Reduced
180
Closed
29
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K

Top Buyers

1
SI
1
Stephens Inc
Arkansas
$38.5M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$149M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$125M
4
LPL Financial
4
LPL Financial
California
$288M
5
Morgan Stanley
5
Morgan Stanley
New York
$690M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$85.7M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$77.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$28.6M
4
Bank of America
4
Bank of America
North Carolina
$90.9M
5
AWM
5
AE Wealth Management
Kansas
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
76
SSI Investment Management
California
$6.85M -$2.38M -49,670 -26%
CCFM
77
Clear Creek Financial Management
Washington
$6.53M -$188K -3,917 -3%
CW
78
Connectus Wealth
Ohio
$6.16M +$5.66M +118,205 +1,134%
GBT
79
Grove Bank & Trust
Florida
$6.11M -$124K -2,599 -2%
Mariner
80
Mariner
Kansas
$6.05M -$6.07M -126,716 -50%
BAM
81
Bellevue Asset Management
Washington
$5.88M -$361K -7,544 -6%
MG
82
Mather Group
Illinois
$5.77M -$695K -14,512 -11%
SWP
83
Stratos Wealth Partners
Ohio
$5.76M -$798K -16,676 -12%
GLA
84
Good Life Advisors
Pennsylvania
$5.69M -$2.19M -45,706 -28%
WAM
85
WealthTrust Asset Management
Florida
$5.38M -$2.57M -53,669 -32%
FAIM
86
Financial Advocates Investment Management
Washington
$5.36M +$94.5K +1,974 +2%
KWM
87
Kingsview Wealth Management
Oregon
$5.32M -$1.9M -39,776 -26%
CCG
88
Cypress Capital Group
Florida
$5.32M -$1.3M -27,055 -20%
3LCM
89
3D/L Capital Management
Connecticut
$5.2M -$235K -4,910 -4%
LA
90
LexAurum Advisors
Kansas
$5.11M +$468K +9,786 +10%
IAA
91
Independent Advisor Alliance
North Carolina
$5.07M -$1.4M -29,326 -22%
RA
92
RFG Advisory
Alabama
$5.02M -$153K -3,187 -3%
DWMS
93
Dominguez Wealth Management Solutions
Virginia
$4.98M +$223K +4,664 +5%
MIFH
94
Migdal Insurance & Financial Holdings
Israel
$4.9M -$9.14K -191 -0.2%
SMF
95
Sterling Manor Financial
New York
$4.73M +$4.73M +98,745 New
VCM
96
Vivaldi Capital Management
Illinois
$4.69M -$5.31M -110,979 -53%
AFA
97
Alpha Financial Advisors
North Carolina
$4.52M -$54K -1,128 -1%
PFS
98
Prospera Financial Services
Texas
$4.38M +$31.2K +651 +0.7%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$4.27M -$115K -2,393 -3%
Citigroup
100
Citigroup
New York
$4.15M -$2.41M -50,400 -37%
2 3
4
5 6