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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 $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.19B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$114M
3
FEG
3
Financial Enhancement Group
Indiana
$27.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$101M
5
TC
5
TAP Consulting
Missouri
$13.4M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$18M
2
Jane Street
2
Jane Street
New York
$0
3
AAP
3
Arax Advisory Partners
Colorado
$1.79M
4
Truist Financial
4
Truist Financial
North Carolina
$14.2M
5
LPT
5
Legacy Private Trust
Wisconsin
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
JJBC
101
James J. Burns & Company
New York
$3.72M +$35.4K +733 +1%
FAM
102
Flaharty Asset Management
Florida
$3.65M -$133K -2,750 -4%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$3.62M +$869K +17,976 +32%
CCFM
104
Clear Creek Financial Management
Washington
$3.4M -$7.64M -158,176 -69%
WWP
105
WR Wealth Planners
Missouri
$3.39M -$23.9K -494 -0.7%
IWM
106
Iams Wealth Management
Nebraska
$3.37M -$299K -6,182 -8%
MFG
107
Mainsail Financial Group
Washington
$3.26M +$135K +2,793 +4%
DWMS
108
Dominguez Wealth Management Solutions
Virginia
$3.06M -$2.01M -41,596 -40%
KA
109
Kure Advisory
Minnesota
$3.01M +$3.01M +62,210 New
PAS
110
Park Avenue Securities
New York
$2.91M +$1.04M +21,524 +56%
VCM
111
Vivaldi Capital Management
Illinois
$2.88M -$1.2M -25,038 -29%
CCA
112
Cottonwood Capital Advisors
Utah
$2.86M -$276K -5,705 -9%
BFM
113
Boston Financial Management
Massachusetts
$2.84M +$2.84M +58,757 New
AC
114
AIFG Consultants
New York
$2.79M +$1.77M +36,625 +174%
PCIA
115
Prime Capital Investment Advisors
Kansas
$2.75M -$152K -3,150 -5%
FIA
116
Foundations Investment Advisors
Arizona
$2.7M -$344K -7,111 -11%
KWS
117
Keystone Wealth Services
California
$2.69M +$307K +6,345 +13%
NW
118
NewEdge Wealth
Pennsylvania
$2.69M -$730K -15,117 -21%
SAM
119
SignalPoint Asset Management
Missouri
$2.67M -$184K -3,819 -6%
RIA
120
Regal Investment Advisors
Michigan
$2.67M -$52.7K -1,091 -2%
DC
121
Davenport & Co
Virginia
$2.63M -$265K -5,490 -9%
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$2.54M +$2.44M +50,421 +2,428%
GLA
123
Good Life Advisors
Pennsylvania
$2.52M -$188K -3,885 -7%
VCM
124
Virtue Capital Management
Tennessee
$2.49M -$47.8K -992 -2%
DWP
125
Destiny Wealth Partners
Florida
$2.47M -$85K -1,761 -3%
3 4
5
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