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

Overview Fund Activity

363 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 132 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
132
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$414M
2
WFS
Weitzel Financial Services
Iowa
$223M
3
UBS Group
UBS Group
Switzerland
$449M
4
Citadel Advisors
Citadel Advisors
Florida
$105M
5
Morgan Stanley
Morgan Stanley
New York
$956M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$282M
2
RBA
Richard Bernstein Advisors
New York
$47.2M
3
Jane Street
Jane Street
New York
$32.4M
4
Truist Financial
Truist Financial
North Carolina
$52.4M
5
HSA
HBK Sorce Advisory
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
126
Financial Advocates Investment Management
Washington
$3.82M -$3.2M -62,929 -46%
CPIA
127
Cornell Pochily Investment Advisors
New York
$3.73M +$337K +6,617 +10%
NWS
128
Newport Wealth Strategies
California
$3.66M +$76.9K +1,510 +2%
CPIG
129
Chicago Partners Investment Group
Illinois
$3.65M +$120K +2,367 +3%
MMA
130
Miracle Mile Advisors
California
$3.65M -$6.6M -129,667 -64%
BWM
131
BerganKDV Wealth Management
Minnesota
$3.57M -$566K -11,122 -14%
GM
132
GeoWealth Management
Illinois
$3.21M +$204K +4,017 +7%
APA
133
American Portfolios Advisors
New York
$3.12M +$410K +8,055 +15%
CAL
134
Capital Analysts LLC
Pennsylvania
$3.11M +$2.62M +51,398 +536%
IA
135
IFP Advisors
Florida
$3.03M -$962K -18,896 -24%
WS
136
Wedbush Securities
California
$2.93M +$421K +8,273 +17%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$2.87M -$24.1K -473 -0.8%
SG
138
StoneX Group
New York
$2.84M +$1.61M +31,707 +132%
FHB
139
First Hawaiian Bank
Hawaii
$2.68M +$234K +4,605 +10%
WWM
140
Western Wealth Management
Colorado
$2.53M -$398K -7,818 -14%
MI
141
Moneywise Inc
Virginia
$2.48M +$355K +6,970 +17%
FHC
142
First Heartland Consultants
Missouri
$2.47M -$3.11M -61,042 -56%
RIA
143
Regal Investment Advisors
Michigan
$2.46M +$2.46M +48,285 New
OC
144
Oppenheimer & Co
New York
$2.4M +$9.37K +184 +0.4%
BBA
145
Braun-Bostich & Associates
Pennsylvania
$2.36M +$1.32M +25,924 +127%
SB
146
Strategic Blueprint
Georgia
$2.26M +$468K +9,200 +26%
TCWM
147
Total Clarity Wealth Management
Illinois
$2.24M -$65.3K -1,282 -3%
WP
148
WealthSource Partners
California
$2.24M +$120K +2,353 +6%
KWM
149
Kingsview Wealth Management
Oregon
$2.17M -$204K -4,001 -9%
HWM
150
Holloway Wealth Management
Florida
$2.16M -$1.68M – –
4 5
6
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