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

Overview Fund Activity

376 hedge funds and large institutions have $4.53B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 100 increasing their positions, 183 reducing their positions, and 29 closing their positions.

Holders
376
Holders Change
+29
Holders Change %
+8.36%
% of All Funds
5.81%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.51%
New
68
Increased
100
Reduced
183
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$117M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$107M
3
AAP
3
Arax Advisory Partners
Colorado
$24.4M
4
OMC
4
Old Mission Capital
Illinois
$22.2M
5
OWP
5
Obermeyer Wealth Partners
Colorado
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$860M
2
Bank of America
2
Bank of America
North Carolina
$193M
3
UBS Group
3
UBS Group
Switzerland
$276M
4
SPIA
4
Steward Partners Investment Advisory
New York
$5.95M
5
Wells Fargo
5
Wells Fargo
California
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Mutual Advisors
Nebraska
$3.73M -$1.28M -25,524 -25%
EIA
127
Eldridge Investment Advisors
New Hampshire
$3.7M -$802K -16,039 -18%
CMS
128
Capital Market Strategies
Florida
$3.59M +$3.59M +71,766 New
CPIG
129
Chicago Partners Investment Group
Illinois
$3.47M -$8.72K -176 -0.3%
EL
130
Essex LLC
Illinois
$3.46M -$1.94M -38,854 -36%
SG
131
StoneX Group
New York
$3.38M +$645K +12,906 +24%
CW
132
CreativeOne Wealth
Kansas
$3.27M -$1.26M -25,295 -28%
HWM
133
Holloway Wealth Management
Florida
$3.26M -$3.23M – –
CFGS
134
Concourse Financial Group Securities
Alabama
$3.23M -$936K -18,735 -22%
IA
135
IFP Advisors
Florida
$3.17M -$441K -8,835 -12%
LFAS
136
Level Four Advisory Services
Texas
$3.08M -$31.4K -629 -1%
BWM
137
BerganKDV Wealth Management
Minnesota
$3.06M +$162K +3,245 +6%
CA
138
Cetera Advisors
Colorado
$3.01M +$345K +6,902 +13%
NFG
139
Next Financial Group
Texas
$3M -$593K -11,853 -16%
WI
140
Wintrust Investments
Illinois
$3M +$3M +60,093 New
VCM
141
Virtue Capital Management
Tennessee
$2.93M +$21.1K +423 +0.7%
IWC
142
Integrated Wealth Concepts
Massachusetts
$2.84M +$585K +11,698 +26%
BFG
143
Beacon Financial Group
Texas
$2.82M -$8.46M -169,394 -75%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$2.8M -$251K -5,019 -8%
CAL
145
Capital Analysts LLC
Pennsylvania
$2.78M -$177K -3,548 -6%
WWM
146
Wagner Wealth Management
South Carolina
$2.78M -$1.25M -24,974 -31%
MAG
147
MRA Advisory Group
New Jersey
$2.67M -$1.17M -23,440 -31%
CWA
148
Centennial Wealth Advisory
Michigan
$2.61M -$4.23M -84,586 -62%
AI
149
Atria Investments
North Carolina
$2.58M -$5.03M -100,734 -66%
SB
150
Strategic Blueprint
Georgia
$2.56M +$190K +3,811 +8%
4 5
6
7 8