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

Overview Fund Activity

379 hedge funds and large institutions have $5.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 201 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.11%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.48%
New
48
Increased
101
Reduced
201
Closed
39
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.68B
2
BFG
Berger Financial Group
Minnesota
$24.4M
3
CAN
Cetera Advisor Networks
California
$34.3M
4
HSA
HBK Sorce Advisory
Pennsylvania
$19.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$670M
2
Bank of America
Bank of America
North Carolina
$101M
3
Wells Fargo
Wells Fargo
California
$206M
4
SFI
SPC Financial Inc
Maryland
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
126
StoneX Group
New York
$2.73M +$6.5K +137 +0.2%
AA
127
AlphaMark Advisors
Kentucky
$2.68M -$219K -4,614 -8%
SOS
128
Silver Oak Securities
Tennessee
$2.57M -$551K -11,616 -18%
JAWM
129
J. Arnold Wealth Management
Ohio
$2.47M +$2.15M +45,352 +668%
RIA
130
Regal Investment Advisors
Michigan
$2.45M -$67.8K -1,431 -3%
WI
131
Wintrust Investments
Illinois
$2.42M -$502K -10,588 -17%
BFG
132
Beacon Financial Group
Texas
$2.39M -$137K -2,881 -5%
ASN
133
Advisory Services Network
Georgia
$2.39M -$477K -10,051 -17%
ACA
134
Ascension Capital Advisors
Texas
$2.38M -$1.31M -27,735 -36%
BPA
135
Beacon Pointe Advisors
California
$2.38M -$2.44M -51,427 -51%
6F
136
626 Financial
Michigan
$2.35M +$296K +6,237 +14%
MAG
137
MRA Advisory Group
New Jersey
$2.35M +$766K +16,159 +48%
LWAC
138
Laurel Wealth Advisors (California)
California
$2.33M +$43.6K +920 +2%
PCIA
139
Prime Capital Investment Advisors
Kansas
$2.32M +$2.04M +42,951 +715%
CWM
140
Cranbrook Wealth Management
Michigan
$2.31M -$1.56M -32,842 -40%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$2.3M +$1.3M +27,410 +129%
CWA
142
Centennial Wealth Advisory
Michigan
$2.24M -$238K -5,014 -10%
IWM
143
Iams Wealth Management
Nebraska
$2.23M +$2.23M +47,091 New
MFG
144
Mainsail Financial Group
Washington
$2.21M +$2.21M +46,237 New
FF
145
Friedenthal Financial
New Jersey
$2.18M +$20.2K +426 +0.9%
BCM
146
BlueCrest Capital Management
Jersey
$2.12M +$2.12M +44,641 New
AC
147
AIFG Consultants
New York
$2.08M +$2.08M +43,774 New
IWC
148
Integrated Wealth Concepts
Massachusetts
$2.05M +$582K +12,270 +40%
WWM
149
Wagner Wealth Management
South Carolina
$2.05M -$669K -14,103 -25%
AIC
150
Archer Investment Corporation
Indiana
$2.02M -$4.84K -102 -0.2%
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