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

Overview Fund Activity

380 hedge funds and large institutions have $4.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 173 reducing their positions, and 36 closing their positions.

Holders
380
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.01%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.51%
New
45
Increased
130
Reduced
173
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$134M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$38.7M
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$18.2M
4
RGF
4
Retirement Guys Formula
Ohio
$33.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$136M

Top Sellers

1
WMA
1
West Michigan Advisors
Michigan
$8.53M
2
UBS Group
2
UBS Group
Switzerland
$166M
3
Jane Street
3
Jane Street
New York
$17.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$805M
5
Wells Fargo
5
Wells Fargo
California
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
126
StoneX Group
New York
$3.35M +$40.7K +832 +1%
CMS
127
Capital Market Strategies
Florida
$3.31M -$207K -4,236 -6%
WWM
128
WT Wealth Management
Arizona
$3.26M -$500K -10,211 -13%
BWM
129
BerganKDV Wealth Management
Minnesota
$3.23M +$238K +4,860 +8%
CWA
130
Centennial Wealth Advisory
Michigan
$3.01M +$449K +9,180 +18%
CAM
131
Cresset Asset Management
Illinois
$2.87M +$806K +16,470 +39%
EL
132
Essex LLC
Illinois
$2.77M -$617K -12,612 -18%
TLFA
133
True Link Financial Advisors
California
$2.74M -$2.17M -44,363 -44%
6F
134
626 Financial
Michigan
$2.71M -$970K -19,823 -26%
MA
135
Mutual Advisors
Nebraska
$2.69M -$967K -19,765 -26%
LFAS
136
Level Four Advisory Services
Texas
$2.68M -$338K -6,914 -11%
KPWS
137
Kestra Private Wealth Services
Texas
$2.67M -$1.23M -25,112 -31%
QAM
138
Q3 Asset Management
Michigan
$2.67M +$2.67M +54,622 New
BFG
139
Beacon Financial Group
Texas
$2.6M -$156K -3,190 -6%
BFEC
140
Benjamin F. Edwards & Company
Missouri
$2.57M -$175K -3,576 -6%
RIA
141
Regal Investment Advisors
Michigan
$2.48M +$60K +1,225 +2%
AA
142
AlphaMark Advisors
Kentucky
$2.45M +$596K +12,175 +32%
IGWM
143
ICA Group Wealth Management
Colorado
$2.41M +$2.41M +49,768 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$2.36M +$66.6K +1,361 +3%
SB
145
Strategic Blueprint
Georgia
$2.28M -$226K -4,608 -9%
VCM
146
Virtue Capital Management
Tennessee
$2.28M -$586K -11,960 -20%
EIA
147
Eldridge Investment Advisors
New Hampshire
$2.27M -$1.35M -27,515 -37%
AWA
148
Arkadios Wealth Advisors
Georgia
$2.23M -$171K -3,495 -7%
SAM
149
SignalPoint Asset Management
Missouri
$2.21M +$105K +2,137 +5%
T
150
TCWP
Ohio
$2.2M +$113K +2,319 +5%
4 5
6
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