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

Overview Fund Activity

302 hedge funds and large institutions have $4.12B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+18
Holders Change %
+6.34%
% of All Funds
6.21%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.64%
New
40
Increased
156
Reduced
77
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$638M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$126M
3
Wells Fargo
3
Wells Fargo
California
$337M
4
Jane Street
4
Jane Street
New York
$47.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$78.8M

Top Sellers

1
SF
1
Synovus Financial
Georgia
$14K
2
LFAS
2
Level Four Advisory Services
Texas
$11.2M
3
CP
3
Camelot Portfolios
Ohio
$1.07M
4
APA
4
American Portfolios Advisors
New York
$2.1M
5
PAG
5
Private Advisory Group
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
126
Kovack Advisors
Florida
$1.96M +$21K +406 +1%
Bank of New York Mellon
127
Bank of New York Mellon
New York
$1.96M -$534K -10,326 -21%
HH
128
Hilltop Holdings
Texas
$1.91M +$3.72K +72 +0.2%
UWM
129
USAdvisors Wealth Management
Minnesota
$1.9M +$248K +4,794 +15%
SIA
130
Strategic Investment Advisors
Michigan
$1.88M +$151K +2,915 +9%
GIA
131
Gladstone Institutional Advisory
Florida
$1.87M +$1.87M +36,107 New
WWM
132
Western Wealth Management
Colorado
$1.86M +$409K +7,913 +28%
EIA
133
Eldridge Investment Advisors
New Hampshire
$1.86M +$24.8K +479 +1%
SIG
134
Sargent Investment Group
Maryland
$1.85M +$264K +5,100 +17%
OWA
135
Outlook Wealth Advisors
Texas
$1.83M -$93K -1,799 -5%
MHS
136
M Holdings Securities
Oregon
$1.82M +$446K +8,637 +33%
KWM
137
Kingsview Wealth Management
Oregon
$1.76M +$211K +4,088 +14%
BZWA
138
Blue Zone Wealth Advisors
California
$1.72M -$421K -8,152 -20%
VWM
139
Venturi Wealth Management
Texas
$1.65M +$353K +6,828 +27%
CRCM
140
Corbett Road Capital Management
Virginia
$1.6M +$123K +2,373 +8%
SBL
141
Sargent Bickham Lagudis
Colorado
$1.59M -$494K -9,562 -24%
CAL
142
Capital Analysts LLC
Pennsylvania
$1.57M +$21.7K +420 +1%
CFGS
143
Concourse Financial Group Securities
Alabama
$1.56M -$270K -5,226 -15%
DI
144
DFPG Investments
Utah
$1.56M -$72.2K -1,394 -4%
IA
145
IFG Advisory
Georgia
$1.56M -$148K -2,873 -9%
CIAS
146
Capital Investment Advisory Services
North Carolina
$1.53M -$3.46K -67 -0.2%
MIAN
147
Mariner Independent Advisor Network
Kansas
$1.48M -$19.2K -371 -1%
NFG
148
Next Financial Group
Texas
$1.48M +$340K +6,583 +30%
FFC
149
Fure Financial Corporation
Minnesota
$1.47M -$57.3K -1,110 -4%
FHB
150
First Hawaiian Bank
Hawaii
$1.44M +$1.44M +27,830 New
4 5
6
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