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

Overview Fund Activity

268 hedge funds and large institutions have $2.66B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 127 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
268
Holders Change
+37
Holders Change %
+16.02%
% of All Funds
5.29%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.45%
New
64
Increased
127
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$555M
2
Bank of America
2
Bank of America
North Carolina
$233M
3
IWA
3
Inspirion Wealth Advisors
Illinois
$25.3M
4
Wells Fargo
4
Wells Fargo
California
$267M
5
Truist Financial
5
Truist Financial
North Carolina
$19.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$155M
2
Jane Street
2
Jane Street
New York
$35.8M
3
TCM
3
TD Capital Management
Tennessee
$17.6M
4
AFA
4
American Financial Advisors
Georgia
$25.8M
5
KCM
5
Karp Capital Management
California
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
101
Telos Capital Management
California
$2.48M 47,909 +2,278 +5%
CA
102
Cambridge Advisors
Nebraska
$2.43M 46,861 +40,167 +600%
APWM
103
Atlas Private Wealth Management
New York
$2.39M 46,097 +46,097 New
SG
104
StoneX Group
New York
$2.35M 45,269 +20,658 +84%
FA
105
FMA Advisory
Pennsylvania
$2.26M 43,691 -1,011 -2%
LA
106
LexAurum Advisors
Kansas
$2.23M 42,960 +4,395 +11%
RA
107
RFG Advisory
Alabama
$2.18M 41,984 +1,496 +4%
PBF
108
Petix & Botte Financial
California
$2.17M 41,868 +41,868 New
CA
109
Claro Advisors
Massachusetts
$2.16M 41,595 +19,674 +90%
ATPW
110
Ashton Thomas Private Wealth
Arizona
$2.13M 41,066 -6,968 -15%
BZWA
111
Blue Zone Wealth Advisors
California
$2.12M 40,921 +40,921 New
MIAN
112
Mariner Independent Advisor Network
Kansas
$2.1M 40,616 +831 +2%
PPW
113
Pasadena Private Wealth
California
$2.1M 40,574 +6,230 +18%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$2.09M 40,403 +4,244 +12%
CAL
115
Capital Analysts LLC
Pennsylvania
$2.04M 39,392 +3,071 +8%
MI
116
Moneywise Inc
Virginia
$2.03M 39,051 +5,483 +16%
SIG
117
Sargent Investment Group
Maryland
$2M 38,510 +10,045 +35%
KA
118
Kovack Advisors
Florida
$1.98M 38,161 +31,429 +467%
HH
119
Hilltop Holdings
Texas
$1.94M 37,382 +20,387 +120%
FAIM
120
Financial Advocates Investment Management
Washington
$1.92M 37,072 +1,688 +5%
SWA
121
Stratos Wealth Advisors
Ohio
$1.92M 37,038 +4,649 +14%
GLA
122
Good Life Advisors
Pennsylvania
$1.92M 37,034 +37,034 New
IA
123
IFG Advisory
Georgia
$1.9M 36,602 +424 +1%
AWA
124
Arete Wealth Advisors
Illinois
$1.89M 36,537 -5,766 -14%
DI
125
DFPG Investments
Utah
$1.89M 36,424 +10,930 +43%
3 4
5
6 7