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

Overview Fund Activity

384 hedge funds and large institutions have $3.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 160 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
5.59%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
45
Increased
146
Reduced
160
Closed
24
Calls
$10K
Puts
$125K
Net Calls
-$115K
Net Calls Change
-$115K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$367M
2
BCM
2
Brookstone Capital Management
Illinois
$22.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.6M
4
WA
4
Win Advisors
Florida
$11.5M
5
PBF
5
Petix & Botte Financial
California
$21.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$64.2M
2
GAA
2
Global Assets Advisory
Florida
$0
3
EFL
3
ERn Financial LLC
Wisconsin
$380K
4
FAIM
4
Financial Advocates Investment Management
Washington
$3.39M
5
AFA
5
American Financial Advisors
Georgia
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
101
Boston Financial Management
Massachusetts
$3.81M +$529K +11,008 +16%
WWP
102
WR Wealth Planners
Missouri
$3.63M +$138K +2,878 +4%
BBA
103
Braun-Bostich & Associates
Pennsylvania
$3.49M +$3.49M +72,652 New
SOS
104
Silver Oak Securities
Tennessee
$3.47M -$1.73K -36 -0%
MFG
105
Mainsail Financial Group
Washington
$3.44M +$864K +17,979 +34%
FAIM
106
Financial Advocates Investment Management
Washington
$3.39M -$9.14M -190,186 -73%
ASN
107
Advisory Services Network
Georgia
$3.32M +$197K +4,103 +6%
DWMS
108
Dominguez Wealth Management Solutions
Virginia
$3.18M +$34.9K +727 +1%
TB
109
Treynor Bancshares
Iowa
$3.07M +$254K +5,293 +9%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$3.04M -$99.1K -2,062 -3%
AWA
111
Arete Wealth Advisors
Illinois
$3.03M +$147K +3,061 +5%
KWS
112
Keystone Wealth Services
California
$2.98M +$59.8K +1,244 +2%
PSCM
113
Per Stirling Capital Management
Texas
$2.97M +$2.97M +61,908 New
VCM
114
Vivaldi Capital Management
Illinois
$2.88M -$5.38K -112 -0.2%
VCM
115
Virtue Capital Management
Tennessee
$2.83M -$44.2K -911 -2%
CPBTD
116
Central Pacific Bank - Trust Division
Hawaii
$2.75M -$65.1K -1,355 -2%
FF
117
Friedenthal Financial
New Jersey
$2.72M -$4.07M -84,804 -60%
GLA
118
Good Life Advisors
Pennsylvania
$2.7M +$16K +334 +0.6%
OMC
119
Old Mission Capital
Illinois
$2.67M +$1.84M +38,275 +223%
NW
120
NewEdge Wealth
Pennsylvania
$2.57M -$43.6K -907 -2%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$2.49M -$40.1K -835 -2%
UCFA
122
United Capital Financial Advisors
Texas
$2.47M -$341K -7,101 -12%
SA
123
Sanctuary Advisors
Indiana
$2.43M +$2.43M +51,082 New
CCA
124
Cottonwood Capital Advisors
Utah
$2.43M -$156K -3,225 -6%
DC
125
Davenport & Co
Virginia
$2.41M -$197K -4,110 -8%
3 4
5
6 7