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

Overview Fund Activity

372 hedge funds and large institutions have $3.17B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 31 closing their positions.

Holders
372
Holders Change
-4
Holders Change %
-1.06%
% of All Funds
5.39%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
34
Increased
143
Reduced
159
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$342M
2
GAA
2
Global Assets Advisory
Florida
$26.9M
3
TC
3
Trilogy Capital
California
$22.7M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$38.6M
5
Bank of America
5
Bank of America
North Carolina
$92M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$578M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.8M
3
FEG
3
Financial Enhancement Group
Indiana
$11.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33.7M
5
PBF
5
Petix & Botte Financial
California
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
WWP
101
WR Wealth Planners
Missouri
$3.5M 72,579 +2,353 +3%
SOS
102
Silver Oak Securities
Tennessee
$3.48M 72,220 -6,941 -9%
BFM
103
Boston Financial Management
Massachusetts
$3.29M 68,272 +9,515 +16%
DWMS
104
Dominguez Wealth Management Solutions
Virginia
$3.16M 65,471 +2,152 +3%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$3.16M 65,403 -9,513 -13%
ASN
106
Advisory Services Network
Georgia
$3.13M 64,900 +20,442 +46%
KWS
107
Keystone Wealth Services
California
$2.93M 60,672 +4,943 +9%
AWA
108
Arete Wealth Advisors
Illinois
$2.89M 59,983 +9,639 +19%
VCM
109
Vivaldi Capital Management
Illinois
$2.89M 60,093 +58 +0.1%
VCM
110
Virtue Capital Management
Tennessee
$2.83M 59,308 +7,606 +15%
TB
111
Treynor Bancshares
Iowa
$2.83M 58,625 +22,344 +62%
UCFA
112
United Capital Financial Advisors
Texas
$2.82M 58,508 -41,597 -42%
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$2.81M 58,505 +58,505 New
GLA
114
Good Life Advisors
Pennsylvania
$2.69M 55,777 +3,592 +7%
PCIA
115
Prime Capital Investment Advisors
Kansas
$2.65M 54,884 -1,944 -3%
DC
116
Davenport & Co
Virginia
$2.62M 54,286 -240 -0.4%
FAM
117
Flaharty Asset Management
Florida
$2.61M 54,039 -21,470 -28%
WS
118
Wedbush Securities
California
$2.6M 53,948 +3,479 +7%
NW
119
NewEdge Wealth
Pennsylvania
$2.6M 54,478 -1,137 -2%
MFG
120
Mainsail Financial Group
Washington
$2.59M 53,604 -13,737 -20%
CCA
121
Cottonwood Capital Advisors
Utah
$2.55M 53,456 -5,675 -10%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$2.54M 52,676 -54,142 -51%
DWP
123
Destiny Wealth Partners
Florida
$2.39M 49,631 -1,470 -3%
AI
124
Atria Investments
North Carolina
$2.34M 48,566 +5,424 +13%
CWA
125
Centennial Wealth Advisory
Michigan
$2.34M 48,410 +8,380 +21%
3 4
5
6 7