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

Overview Fund Activity

382 hedge funds and large institutions have $3.75B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 187 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.46%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.63%
New
33
Increased
121
Reduced
187
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
$25.5M
2
Jane Street
Jane Street
New York
$40.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$93.3M
4
SFS
Searcy Financial Services
Kansas
$20.8M
5
LPL Financial
LPL Financial
California
$262M

Top Sellers

1
GHA
GW Henssler & Associates
Georgia
$9.39M
2
RBA
Richard Bernstein Advisors
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$751M
4
SWM
Stockman Wealth Management
Montana
$13.5M
5
RGF
Retirement Guys Formula
Ohio
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFG
126
Vishria Bird Financial Group
Tennessee
$3.22M -$248K -5,132 -7%
AWA
127
Arkadios Wealth Advisors
Georgia
$3.14M +$937K +19,402 +43%
WWM
128
Wagner Wealth Management
South Carolina
$3.08M -$3.1M -64,174 -50%
PFS
129
Prospera Financial Services
Texas
$3.06M -$1.83M -37,879 -37%
SG
130
StoneX Group
New York
$3.05M -$252K -5,227 -8%
WI
131
Wintrust Investments
Illinois
$2.96M +$890K +18,438 +43%
TCM
132
Triumph Capital Management
Colorado
$2.94M -$781K -16,169 -21%
6F
133
626 Financial
Michigan
$2.93M +$250K +5,169 +9%
CAM
134
Cresset Asset Management
Illinois
$2.83M +$35K +733 +1%
FHB
135
First Hawaiian Bank
Hawaii
$2.76M +$1.61M +33,335 +140%
TLFA
136
True Link Financial Advisors
California
$2.7M – – –
CWA
137
Centennial Wealth Advisory
Michigan
$2.69M -$273K -5,656 -9%
RW
138
Rede Wealth
Virginia
$2.62M -$1.37M -28,427 -34%
RIA
139
Regal Investment Advisors
Michigan
$2.61M +$163K +3,365 +7%
BFEC
140
Benjamin F. Edwards & Company
Missouri
$2.58M +$52.5K +1,087 +2%
BFG
141
Beacon Financial Group
Texas
$2.57M +$4.63K +96 +0.2%
EIA
142
Eldridge Investment Advisors
New Hampshire
$2.56M +$316K +6,543 +14%
HSA
143
HBK Sorce Advisory
Pennsylvania
$2.46M -$11.3M -234,271 -82%
LWAC
144
Laurel Wealth Advisors (California)
California
$2.37M -$1.32M -27,380 -36%
SOS
145
Silver Oak Securities
Tennessee
$2.37M +$518K +10,698 +28%
FF
146
Friedenthal Financial
New Jersey
$2.35M +$2.04M +42,191 +644%
IGWM
147
ICA Group Wealth Management
Colorado
$2.35M -$67.8K -1,398 -3%
T
148
TCWP
Ohio
$2.35M +$179K +3,713 +8%
MA
149
Mutual Advisors
Nebraska
$2.33M -$324K -6,706 -12%
LFAS
150
Level Four Advisory Services
Texas
$2.32M -$328K -6,799 -12%
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