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

Overview Fund Activity

231 hedge funds and large institutions have $2.3B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
231
Holders Change
+22
Holders Change %
+10.53%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
41
Increased
104
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$462M
2
Bank of America
2
Bank of America
North Carolina
$205M
3
Jane Street
3
Jane Street
New York
$46.1M
4
LPL Financial
4
LPL Financial
California
$106M
5
UBS Group
5
UBS Group
Switzerland
$178M

Top Sellers

1
SBL
1
Sargent Bickham Lagudis
Colorado
$1.79M
2
ATPW
2
Ashton Thomas Private Wealth
Arizona
$2.5M
3
SS
3
Simplicity Solutions
Minnesota
$10.5M
4
AWM
4
AE Wealth Management
Kansas
$10.1M
5
EIA
5
Eldridge Investment Advisors
New Hampshire
$2.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
101
Stringer Asset Management
Tennessee
$1.57M 30,210 +30,210 New
SIA
102
Strategic Investment Advisors
Michigan
$1.56M 29,813 +2,892 +11%
CAAS
103
Capital Asset Advisory Services
Michigan
$1.54M 29,640 +11,680 +65%
IWM
104
IHT Wealth Management
Illinois
$1.48M 28,545 -20,561 -42%
AT
105
Arden Trust
Delaware
$1.48M 28,510 -11,569 -29%
SIG
106
Sargent Investment Group
Maryland
$1.48M 28,465 +28,465 New
WWM
107
Western Wealth Management
Colorado
$1.46M 28,101 -1,654 -6%
NWM
108
Northwest Wealth Management
Iowa
$1.44M 27,769 -77 -0.3%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$1.43M 27,552 -2,751 -9%
CF
110
Centaurus Financial
California
$1.43M 27,452 +775 +3%
AIC
111
Ameritas Investment Company
Nebraska
$1.43M 27,425 +18,780 +217%
AI
112
Atria Investments
North Carolina
$1.41M 27,042 +1,715 +7%
MHS
113
M Holdings Securities
Oregon
$1.4M 26,975 +2,834 +12%
KWM
114
Kingsview Wealth Management
Oregon
$1.34M 25,677 +6,824 +36%
DI
115
DFPG Investments
Utah
$1.33M 25,494 -563 -2%
MFG
116
Merit Financial Group
Georgia
$1.32M 25,466 +25,466 New
BRWA
117
B. Riley Wealth Advisors
Florida
$1.31M 25,104 -811 -3%
SG
118
StoneX Group
New York
$1.28M 24,611 +3,377 +16%
AAS
119
Avantax Advisory Services
Texas
$1.26M 24,156 +17,432 +259%
PP
120
Paloma Partners
Connecticut
$1.25M 24,022 +5,609 +30%
CIAS
121
Capital Investment Advisory Services
North Carolina
$1.21M 23,318 +3,623 +18%
AIM
122
Advantage Investment Management
Iowa
$1.15M 22,084 -656 -3%
PG
123
Patten Group
Tennessee
$1.15M 22,056 +4,341 +25%
CA
124
Claro Advisors
Massachusetts
$1.14M 21,921 -472 -2%
AL
125
Aspiriant LLC
California
$1.12M 21,523 +21,523 New
3 4
5
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