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

Overview Fund Activity

376 hedge funds and large institutions have $3.55B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 128 increasing their positions, 180 reducing their positions, and 29 closing their positions.

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
6.02%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
34
Increased
128
Reduced
180
Closed
29
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K

Top Buyers

1
SI
1
Stephens Inc
Arkansas
$38.5M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$149M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$125M
4
LPL Financial
4
LPL Financial
California
$288M
5
Morgan Stanley
5
Morgan Stanley
New York
$690M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$85.7M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$77.1M
3
UCFA
3
United Capital Financial Advisors
Texas
$28.6M
4
Bank of America
4
Bank of America
North Carolina
$90.9M
5
AWM
5
AE Wealth Management
Kansas
$27.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
101
Focus Financial Network
Minnesota
$4.1M 85,570 +85,570 New
FAM
102
Flaharty Asset Management
Florida
$4.09M 85,484 -3,277 -4%
AIP
103
Ameritas Investment Partners
Nebraska
$4.01M 83,724 +78,449 +1,487%
TLFA
104
True Link Financial Advisors
California
$3.96M 82,652 – –
CCA
105
Cottonwood Capital Advisors
Utah
$3.94M 82,358 -14,333 -15%
TC
106
TAP Consulting
Missouri
$3.86M 80,635 +80,635 New
William Blair & Company
107
William Blair & Company
Illinois
$3.84M 80,129 -132,073 -62%
CA
108
Cetera Advisors
Colorado
$3.74M 78,086 +6,194 +9%
TB
109
Treynor Bancshares
Iowa
$3.63M 75,815 +708 +0.9%
TAM
110
TCP Asset Management
Ohio
$3.59M 75,019 +65,900 +723%
WE
111
Wealth Effects
Massachusetts
$3.56M 74,415 -1,481 -2%
LCWP
112
Legacy Capital Wealth Partners
Arkansas
$3.56M 74,331 -7,223 -9%
DWP
113
Destiny Wealth Partners
Florida
$3.55M 74,160 -8,742 -11%
WWP
114
WR Wealth Planners
Missouri
$3.43M 71,630 -44,685 -38%
HW
115
Hedeker Wealth
Illinois
$3.41M 71,286 -330 -0.5%
AWA
116
Arkadios Wealth Advisors
Georgia
$3.38M 70,680 +10,032 +17%
SAM
117
SignalPoint Asset Management
Missouri
$3.37M 70,462 +12,823 +22%
JJBC
118
James J. Burns & Company
New York
$3.35M 70,036 +33,568 +92%
MAG
119
MRA Advisory Group
New Jersey
$3.22M 67,230 +17,747 +36%
DC
120
Davenport & Co
Virginia
$3.1M 64,704 -734 -1%
SOS
121
Silver Oak Securities
Tennessee
$2.95M 61,569 +7,354 +14%
AI
122
Atria Investments
North Carolina
$2.9M 60,548 -85,366 -59%
MFG
123
Mainsail Financial Group
Washington
$2.82M 58,987 +12,750 +28%
CMS
124
Capital Market Strategies
Florida
$2.78M 58,100 -3,471 -6%
CPIG
125
Chicago Partners Investment Group
Illinois
$2.75M 57,386 +504 +0.9%
3 4
5
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