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

Overview Fund Activity

384 hedge funds and large institutions have $3.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 160 reducing their positions, and 24 closing their positions.

Holders
384
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
5.59%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
45
Increased
146
Reduced
160
Closed
24
Calls
$10K
Puts
$125K
Net Calls
-$115K
Net Calls Change
-$115K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$367M
2
BCM
2
Brookstone Capital Management
Illinois
$22.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.6M
4
WA
4
Win Advisors
Florida
$11.5M
5
PBF
5
Petix & Botte Financial
California
$21.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$64.2M
2
GAA
2
Global Assets Advisory
Florida
$0
3
EFL
3
ERn Financial LLC
Wisconsin
$380K
4
FAIM
4
Financial Advocates Investment Management
Washington
$3.39M
5
AFA
5
American Financial Advisors
Georgia
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
76
EdgeRock Capital
Colorado
$6.68M 139,060 +3,013 +2%
SIM
77
SSI Investment Management
California
$6.63M 138,038 -1,551 -1%
AIP
78
Ameritas Investment Partners
Nebraska
$6.63M 137,894 +11,362 +9%
IAA
79
Independent Advisor Alliance
North Carolina
$6.61M 137,477 +4,592 +3%
TAM
80
TCP Asset Management
Ohio
$6.35M 132,108 +4,157 +3%
Citigroup
81
Citigroup
New York
$6.33M 131,728 +26,787 +26%
IA
82
IFP Advisors
Florida
$6.25M 130,020 -168,480 -56%
DADC
83
D.A. Davidson & Co
Montana
$6.02M 125,332 +3,531 +3%
GBT
84
Grove Bank & Trust
Florida
$5.88M 122,274 -3,208 -3%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$5.87M 122,145 +342 +0.3%
AWS
86
Atria Wealth Solutions
New York
$5.73M 119,269 +1,028 +0.9%
Jane Street
87
Jane Street
New York
$5.7M 118,580 +118,580 New
LCM
88
Lunt Capital Management
Utah
$5.68M 118,137 +1,435 +1%
VWA
89
Visionary Wealth Advisors
Illinois
$5.54M 115,347 +5,513 +5%
SWA
90
Stratos Wealth Advisors
Ohio
$5.27M 109,720 -129,307 -54%
MWAM
91
Manhattan West Asset Management
California
$5.24M 109,127 -24,998 -19%
CCFM
92
Clear Creek Financial Management
Washington
$4.96M 103,213 +10,234 +11%
PFG
93
Prosperity Financial Group
California
$4.68M 97,441 -14,114 -13%
TGAM
94
TBH Global Asset Management
Tennessee
$4.48M 93,197 -59,033 -39%
AFA
95
Alpha Financial Advisors
North Carolina
$4.45M 92,550 -1,557 -2%
MFG
96
Midwest Financial Group
Kansas
$4.35M 90,519 +2,296 +3%
JJBC
97
James J. Burns & Company
New York
$4.25M 88,484 +44,298 +100%
SCA
98
Snowden Capital Advisors
New York
$4.25M 88,427 -832 -0.9%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$4.18M 86,988 +67,331 +343%
MIFH
100
Migdal Insurance & Financial Holdings
Israel
$4.03M 83,899 +2,659 +3%
2 3
4
5 6