LMBS icon

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

Overview Fund Activity

376 hedge funds and large institutions have $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

Holders
376
Holders Change
–
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$79.5M
2
LPL Financial
2
LPL Financial
California
$315M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$24.8M
4
BCM
4
BlueCrest Capital Management
Jersey
$23.3M
5
PBF
5
Petix & Botte Financial
California
$22M

Top Sellers

1
PFA
1
Pinnacle Family Advisors
Missouri
$427K
2
Morgan Stanley
2
Morgan Stanley
New York
$646M
3
SI
3
Stephens Inc
Arkansas
$19.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$107M
5
UCFA
5
United Capital Financial Advisors
Texas
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
101
Prospera Financial Services
Texas
$3.98M 83,533 -7,862 -9%
TLFA
102
True Link Financial Advisors
California
$3.94M 82,652 – –
Cerity Partners
103
Cerity Partners
New York
$3.92M 82,254 +70,430 +596%
TCM
104
Triumph Capital Management
Colorado
$3.8M 79,818 +79,818 New
CCA
105
Cottonwood Capital Advisors
Utah
$3.8M 79,661 -2,697 -3%
Mariner
106
Mariner
Kansas
$3.68M 77,220 -49,133 -39%
M1FG
107
Mach-1 Financial Group
Arkansas
$3.58M 75,068 +35,245 +89%
JJBC
108
James J. Burns & Company
New York
$3.57M 74,838 +4,802 +7%
VWA
109
Visionary Wealth Advisors
Illinois
$3.56M 74,730 +60,474 +424%
PCIA
110
Prime Capital Investment Advisors
Kansas
$3.54M 74,218 +68,268 +1,147%
WWP
111
WR Wealth Planners
Missouri
$3.51M 73,647 +2,017 +3%
AWA
112
Arkadios Wealth Advisors
Georgia
$3.47M 72,777 +2,097 +3%
DWP
113
Destiny Wealth Partners
Florida
$3.38M 70,895 -3,265 -4%
SAM
114
SignalPoint Asset Management
Missouri
$3.35M 70,206 -256 -0.4%
TC
115
TAP Consulting
Missouri
$3.2M 67,072 -13,563 -17%
ASN
116
Advisory Services Network
Georgia
$3.11M 65,238 +12,534 +24%
SOS
117
Silver Oak Securities
Tennessee
$3.09M 64,912 +3,343 +5%
AI
118
Atria Investments
North Carolina
$2.91M 61,087 +539 +0.9%
DC
119
Davenport & Co
Virginia
$2.87M 60,243 -4,461 -7%
FIA
120
Foundations Investment Advisors
Arizona
$2.86M 59,955 +7,377 +14%
MFG
121
Mainsail Financial Group
Washington
$2.83M 59,422 +435 +0.7%
WS
122
Wedbush Securities
California
$2.83M 59,356 -103,349 -64%
GLA
123
Good Life Advisors
Pennsylvania
$2.72M 57,110 -61,667 -52%
CMS
124
Capital Market Strategies
Florida
$2.7M 56,547 -1,553 -3%
RIA
125
Regal Investment Advisors
Michigan
$2.6M 54,539 +1,725 +3%
3 4
5
6 7