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

Overview Fund Activity

410 hedge funds and large institutions have $3.93B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 145 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+24
Holders Change %
+6.22%
% of All Funds
5.46%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
62
Increased
168
Reduced
145
Closed
27
Calls
$195K
Puts
–
Net Calls
+$195K
Net Calls Change
+$195K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$83.9M
2
LPL Financial
2
LPL Financial
California
$451M
3
LCAM
3
London & Capital Asset Management
United Kingdom
$14.7M
4
AI
4
Atria Investments
North Carolina
$13.1M
5
Mariner
5
Mariner
Kansas
$12M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$260K
2
FEG
2
Financial Enhancement Group
Indiana
$12.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$587M
4
EE
4
EWG Elevate
California
$11.1M
5
Bank of America
5
Bank of America
North Carolina
$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$8.27M -$405K -8,316 -5%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$8.21M +$1.69M +34,628 +26%
BAM
78
Bellevue Asset Management
Washington
$7.94M -$266K -5,459 -3%
AIP
79
Ameritas Investment Partners
Nebraska
$7.72M +$297K +6,107 +4%
IA
80
IFP Advisors
Florida
$7.42M +$1.22M +25,076 +20%
LA
81
LexAurum Advisors
Kansas
$7.33M -$29.3K -603 -0.4%
SWP
82
Stratos Wealth Partners
Ohio
$7.27M -$813K -16,711 -10%
SPC
83
Sigma Planning Corp
Michigan
$7.02M -$1.37M -28,141 -16%
GBT
84
Grove Bank & Trust
Florida
$6.93M +$181K +3,710 +3%
TAM
85
TCP Asset Management
Ohio
$6.86M +$282K +5,788 +4%
PFG
86
Prosperity Financial Group
California
$6.73M +$1.66M +34,204 +33%
CFS
87
Commonwealth Financial Services
West Virginia
$6.68M +$168K +3,442 +3%
EC
88
EdgeRock Capital
Colorado
$6.54M -$289K -5,932 -4%
FF
89
Fairway Financial
Florida
$6.37M +$6.37M +130,844 New
LCM
90
Lunt Capital Management
Utah
$6.33M +$348K +7,146 +6%
SWM
91
Spire Wealth Management
Virginia
$6.32M +$6.32M +129,914 New
Citigroup
92
Citigroup
New York
$6.31M +$294K +6,050 +5%
DADC
93
D.A. Davidson & Co
Montana
$6.24M -$24.3K -500 -0.4%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$6.23M +$388K +7,981 +7%
GWM
95
Geneos Wealth Management
Colorado
$6.11M +$6.11M +125,553 New
AAP
96
Arax Advisory Partners
Colorado
$6.06M +$5.31M +109,186 +711%
EW
97
Entruity Wealth
California
$5.91M +$5.91M +121,499 New
AWS
98
Atria Wealth Solutions
New York
$5.89M -$654K -13,439 -10%
SAM
99
Secure Asset Management
Michigan
$5.84M +$1.02M +20,899 +21%
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
$5.8M -$18K -370 -0.3%
2 3
4
5 6