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

Overview Fund Activity

169 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.77%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
44
Increased
86
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$123M
2
Bank of America
2
Bank of America
North Carolina
$140M
3
AFA
3
Arlington Financial Advisors
California
$25.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$247M
5
SBL
5
Sargent Bickham Lagudis
Colorado
$21.8M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$874K
2
Jane Street
2
Jane Street
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.9M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$12.7M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAAS
101
Capital Asset Advisory Services
Michigan
$619K 12,132 +12,132 New
SPIA
102
Steward Partners Investment Advisory
New York
$595K 11,659 +6,293 +117%
CA
103
Cetera Advisors
Colorado
$594K 11,638 +4,073 +54%
PAS
104
Partnervest Advisory Services
California
$585K 11,459 +11,459 New
WS
105
Wedbush Securities
California
$575K 11,272 +24 +0.2%
SI
106
Stephens Inc
Arkansas
$554K 10,850 -140 -1%
ACM
107
Allred Capital Management
Texas
$544K 10,671 +10,671 New
SG
108
StoneX Group
New York
$532K 10,416 +1,004 +11%
1IA
109
1834 Investment Advisors
Wisconsin
$530K 10,391 -218 -2%
SCM
110
Smith Capital Management
Arkansas
$511K 10,000 +10,000 New
JIP
111
Jaffetilchin Investment Partners
Florida
$484K 9,485 -83 -0.9%
NFG
112
Next Financial Group
Texas
$472K 9,244 +9,244 New
NEPWA
113
New England Private Wealth Advisors
Massachusetts
$456K 8,936 +62 +0.7%
SPC
114
Sigma Planning Corp
Michigan
$446K 8,740 -151 -2%
BWCS
115
Beirne Wealth Consulting Services
Connecticut
$435K 8,517 +8,517 New
Bank of New York Mellon
116
Bank of New York Mellon
New York
$403K 7,885 +2,612 +50%
AF
117
Allworth Financial
California
$398K 7,797 +7,797 New
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$396K 7,765 +1,710 +28%
HFS
119
HL Financial Services
Kentucky
$394K 7,719 -12,029 -61%
CAM
120
Concorde Asset Management
Michigan
$388K 7,607 -1,192 -14%
VWM
121
Venturi Wealth Management
Texas
$386K 7,550 -2,755 -27%
RJT
122
Raymond James Trust
Florida
$365K 7,145 – –
TW
123
Towerpoint Wealth
California
$362K 7,089 +7,089 New
VAG
124
VisionPoint Advisory Group
Texas
$352K 6,886 +6,886 New
AFA
125
American Financial Advisors
Georgia
$338K 6,624 +6,624 New
3 4
5
6 7