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

Overview Fund Activity

308 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.67%
New
26
Increased
161
Reduced
88
Closed
19
Calls
–
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$784M
2
LPL Financial
2
LPL Financial
California
$210M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$103M
4
Wells Fargo
4
Wells Fargo
California
$358M
5
UBS Group
5
UBS Group
Switzerland
$202M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$108M
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$27.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$11.3M
5
AWA
5
ARQ Wealth Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
101
Smith Capital Management
Arkansas
$4.19M +$31.5K +610 +0.8%
LA
102
LexAurum Advisors
Kansas
$3.99M +$3.74M +72,302 +1,479%
CGH
103
Crossmark Global Holdings
Texas
$3.98M – – –
BWM
104
BerganKDV Wealth Management
Minnesota
$3.87M +$437K +8,450 +13%
Renaissance Technologies
105
Renaissance Technologies
New York
$3.87M +$2.47M +47,800 +176%
LWAC
106
Laurel Wealth Advisors (California)
California
$3.71M +$353K +6,832 +11%
AIC
107
Ameritas Investment Company
Nebraska
$3.7M – – –
NWS
108
Newport Wealth Strategies
California
$3.63M +$570K +11,030 +19%
LWS
109
Lucia Wealth Services
California
$3.61M +$498K +9,641 +16%
SWAG
110
Spectrum Wealth Advisory Group
California
$3.57M +$2.5M +48,340 +234%
GWM
111
Geneos Wealth Management
Colorado
$3.52M +$126K +2,435 +4%
US Bancorp
112
US Bancorp
Minnesota
$3.44M +$375K +7,263 +12%
APA
113
American Portfolios Advisors
New York
$3.32M +$1.23M +23,763 +59%
MWM
114
Mattern Wealth Management
Kansas
$3.28M +$399K +7,718 +14%
NFG
115
Next Financial Group
Texas
$3.24M +$1.75M +33,944 +118%
EIA
116
Eldridge Investment Advisors
New Hampshire
$3.18M +$1.32M +25,585 +71%
GM
117
GeoWealth Management
Illinois
$3.08M -$204K -3,964 -6%
CPIG
118
Chicago Partners Investment Group
Illinois
$3.02M +$110K +2,136 +4%
WS
119
Wedbush Securities
California
$2.86M +$751K +14,533 +36%
CA
120
Cambridge Advisors
Nebraska
$2.75M -$133K -2,567 -5%
WWM
121
Western Wealth Management
Colorado
$2.68M +$823K +15,914 +44%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$2.67M +$252K +4,874 +10%
CPIA
123
Cornell Pochily Investment Advisors
New York
$2.57M +$561K +10,853 +28%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$2.56M +$90.1K +1,743 +4%
RIS
125
Retirement Income Solutions
Michigan
$2.53M -$792K -15,325 -24%
3 4
5
6 7