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

Overview Fund Activity

386 hedge funds and large institutions have $3.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.58%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
32
Increased
182
Reduced
135
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$423M
2
GI
2
Gradient Investments
Minnesota
$35.9M
3
CCA
3
Clearwater Capital Advisors
Illinois
$32.4M
4
UBS Group
4
UBS Group
Switzerland
$201M
5
HIS
5
Harvest Investment Services
Illinois
$21.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$85.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$29.9M
3
WA
3
Win Advisors
Florida
$1.07M
4
AWM
4
AE Wealth Management
Kansas
$3.42M
5
MMA
5
Miracle Mile Advisors
California
$625K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
101
Secure Asset Management
Michigan
$4.9M +$4.9M +99,165 New
AFA
102
Alpha Financial Advisors
North Carolina
$4.67M +$96K +1,943 +2%
SOS
103
Silver Oak Securities
Tennessee
$4.66M +$1.1M +22,226 +31%
SCA
104
Snowden Capital Advisors
New York
$4.64M +$271K +5,489 +6%
MFG
105
Midwest Financial Group
Kansas
$4.52M +$46.3K +938 +1%
JJBC
106
James J. Burns & Company
New York
$4.41M +$39.9K +808 +0.9%
BFM
107
Boston Financial Management
Massachusetts
$4.1M +$179K +3,632 +5%
MIFH
108
Migdal Insurance & Financial Holdings
Israel
$4.02M -$125K -2,530 -3%
BBA
109
Braun-Bostich & Associates
Pennsylvania
$3.98M +$387K +7,824 +11%
WWP
110
WR Wealth Planners
Missouri
$3.95M +$221K +4,469 +6%
ATPW
111
Ashton Thomas Private Wealth
Arizona
$3.83M +$1.72M +34,817 +82%
VCM
112
Vivaldi Capital Management
Illinois
$3.79M +$827K +16,739 +28%
SA
113
Sanctuary Advisors
Indiana
$3.75M +$1.26M +25,983 +51%
BEI
114
Benjamin Edwards Inc
Missouri
$3.45M +$3.2M +64,831 +1,309%
AWM
115
AE Wealth Management
Kansas
$3.42M -$10.5M -212,682 -75%
ACM
116
Anfield Capital Management
California
$3.36M +$3.36M +68,028 New
ASN
117
Advisory Services Network
Georgia
$3.32M – – –
PSCM
118
Per Stirling Capital Management
Texas
$3.18M +$123K +2,480 +4%
GLA
119
Good Life Advisors
Pennsylvania
$3.12M +$350K +7,074 +13%
KWS
120
Keystone Wealth Services
California
$3.1M +$37.3K +754 +1%
DWMS
121
Dominguez Wealth Management Solutions
Virginia
$3.08M -$194K -3,933 -6%
TGAM
122
TBH Global Asset Management
Tennessee
$2.97M -$1.63M -33,005 -35%
CPBTD
123
Central Pacific Bank - Trust Division
Hawaii
$2.82M – – –
SWA
124
Stratos Wealth Advisors
Ohio
$2.63M -$2.79M -56,545 -52%
BFA
125
Brown Financial Advisors
Ohio
$2.61M +$2.61M +52,883 New
3 4
5
6 7