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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 $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.19B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$114M
3
FEG
3
Financial Enhancement Group
Indiana
$27.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$101M
5
TC
5
TAP Consulting
Missouri
$13.4M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$18M
2
Jane Street
2
Jane Street
New York
$0
3
AAP
3
Arax Advisory Partners
Colorado
$1.79M
4
Truist Financial
4
Truist Financial
North Carolina
$14.2M
5
LPT
5
Legacy Private Trust
Wisconsin
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
76
Bellevue Asset Management
Washington
$5.85M 121,115 -3,779 -3%
AIP
77
Ameritas Investment Partners
Nebraska
$5.69M 117,809 -3,225 -3%
MWAM
78
Manhattan West Asset Management
California
$5.6M 115,831 +8,867 +8%
GBT
79
Grove Bank & Trust
Florida
$5.53M 114,407 -9,036 -7%
IAA
80
Independent Advisor Alliance
North Carolina
$5.51M 113,962 +1,217 +1%
CCMG
81
Clark Capital Management Group
Pennsylvania
$5.49M 113,680 +113,680 New
DADC
82
D.A. Davidson & Co
Montana
$5.47M 113,300 -21,337 -16%
SCA
83
Snowden Capital Advisors
New York
$5.45M 112,810 -5,294 -4%
IWC
84
Integrated Wealth Concepts
Massachusetts
$5.4M 111,841 -8,311 -7%
LCM
85
Lunt Capital Management
Utah
$5.39M 111,466 -2,208 -2%
VWA
86
Visionary Wealth Advisors
Illinois
$5.17M 106,994 -408 -0.4%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$5.16M 106,818 +60,305 +130%
AssetMark Inc
88
AssetMark Inc
California
$5.01M 103,613 +35,815 +53%
UCFA
89
United Capital Financial Advisors
Texas
$4.84M 100,105 -184,125 -65%
TAM
90
TCP Asset Management
Ohio
$4.69M 97,126 +1,945 +2%
SPC
91
Sigma Planning Corp
Michigan
$4.57M 94,625 -120,324 -56%
AFA
92
Alpha Financial Advisors
North Carolina
$4.47M 92,542 -2,927 -3%
Citigroup
93
Citigroup
New York
$4.37M 90,433 -12,313 -12%
MFG
94
Midwest Financial Group
Kansas
$4.3M 88,921 -234 -0.3%
CA
95
Cetera Advisors
Colorado
$4.25M 87,974 +47,108 +115%
FIM
96
Freedom Investment Management
Connecticut
$4.19M 86,732 +81,136 +1,450%
M1FG
97
Mach-1 Financial Group
Arkansas
$4.05M 83,826 +6,298 +8%
OC
98
Oppenheimer & Co
New York
$3.84M 79,476 -30,176 -28%
SOS
99
Silver Oak Securities
Tennessee
$3.83M 79,161 +13,330 +20%
MIFH
100
Migdal Insurance & Financial Holdings
Israel
$3.79M 78,350 -5,131 -6%
2 3
4
5 6