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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 $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

Holders
376
Holders Change
–
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$79.5M
2
LPL Financial
2
LPL Financial
California
$315M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$24.8M
4
BCM
4
BlueCrest Capital Management
Jersey
$23.3M
5
PBF
5
Petix & Botte Financial
California
$22M

Top Sellers

1
PFA
1
Pinnacle Family Advisors
Missouri
$427K
2
Morgan Stanley
2
Morgan Stanley
New York
$646M
3
SI
3
Stephens Inc
Arkansas
$19.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$107M
5
UCFA
5
United Capital Financial Advisors
Texas
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$6.01M 126,047 +5,627 +5%
BAM
77
Bellevue Asset Management
Washington
$5.88M 123,433 +607 +0.5%
MAG
78
MRA Advisory Group
New Jersey
$5.77M 121,011 +53,781 +80%
KFGK
79
Keystone Financial Group (Kentucky)
Kentucky
$5.71M 119,703 +119,703 New
SCA
80
Snowden Capital Advisors
New York
$5.51M 115,686 -30,578 -21%
FAIM
81
Financial Advocates Investment Management
Washington
$5.34M 112,066 +127 +0.1%
IAA
82
Independent Advisor Alliance
North Carolina
$5.31M 111,311 +5,480 +5%
LCM
83
Lunt Capital Management
Utah
$5.15M 107,937 +107,937 New
DWMS
84
Dominguez Wealth Management Solutions
Virginia
$5.1M 106,896 +2,769 +3%
KWM
85
Kingsview Wealth Management
Oregon
$4.97M 104,271 -6,923 -6%
OC
86
Oppenheimer & Co
New York
$4.82M 101,028 +66,713 +194%
AAS
87
Ameritas Advisory Services
Nebraska
$4.72M 99,799 -126,869 -56%
IWC
88
Integrated Wealth Concepts
Massachusetts
$4.69M 98,447 +49,603 +102%
CW
89
Connectus Wealth
Ohio
$4.68M 98,191 -30,440 -24%
CCG
90
Cypress Capital Group
Florida
$4.54M 95,205 -15,949 -14%
AFA
91
Alpha Financial Advisors
North Carolina
$4.54M 95,188 +716 +0.8%
AIP
92
Ameritas Investment Partners
Nebraska
$4.51M 94,582 +10,858 +13%
VCM
93
Vivaldi Capital Management
Illinois
$4.43M 92,848 -5,049 -5%
Citigroup
94
Citigroup
New York
$4.42M 92,800 +6,084 +7%
TAM
95
TCP Asset Management
Ohio
$4.42M 92,773 +17,754 +24%
3LCM
96
3D/L Capital Management
Connecticut
$4.26M 89,376 -19,262 -18%
MFG
97
Midwest Financial Group
Kansas
$4.14M 86,751 +86,751 New
MIFH
98
Migdal Insurance & Financial Holdings
Israel
$4.13M 86,616 -15,818 -15%
FFN
99
Focus Financial Network
Minnesota
$4.13M 86,627 +1,057 +1%
FAM
100
Flaharty Asset Management
Florida
$4.02M 84,242 -1,242 -1%
2 3
4
5 6