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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 $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
–
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
$79.5M
2
LPL Financial
LPL Financial
California
$315M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.8M
4
BCM
BlueCrest Capital Management
Jersey
$23.3M
5
PBF
Petix & Botte Financial
California
$22M

Top Sellers

1
PFA
Pinnacle Family Advisors
Missouri
$427K
2
Morgan Stanley
Morgan Stanley
New York
$646M
3
SI
Stephens Inc
Arkansas
$19.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$107M
5
UCFA
United Capital Financial Advisors
Texas
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIA
126
Cornell Pochily Investment Advisors
New York
$2.58M -$121K -2,531 -4%
AWA
127
Arete Wealth Advisors
Illinois
$2.57M -$46.2K -969 -2%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$2.53M +$158K +3,309 +7%
VCM
129
Virtue Capital Management
Tennessee
$2.5M +$1.04M +21,839 +71%
FF
130
Friedenthal Financial
New Jersey
$2.39M +$30.6K +641 +1%
RA
131
RFG Advisory
Alabama
$2.38M -$2.62M -54,923 -52%
WI
132
Wintrust Investments
Illinois
$2.38M +$56K +1,174 +2%
CWA
133
Centennial Wealth Advisory
Michigan
$2.35M -$12.3K -258 -0.5%
Bank of New York Mellon
134
Bank of New York Mellon
New York
$2.33M +$228K +4,780 +11%
CPIG
135
Chicago Partners Investment Group
Illinois
$2.25M -$485K -10,184 -18%
NW
136
NewEdge Wealth
Pennsylvania
$2.21M +$1.86M +39,043 +527%
FHB
137
First Hawaiian Bank
Hawaii
$2.18M – – –
BFG
138
Beacon Financial Group
Texas
$2.16M -$248K -5,193 -10%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$2.12M -$36.9K -775 -2%
FPWM
140
FSB Premier Wealth Management
Iowa
$2.09M +$24.3K +510 +1%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$2.09M -$2.16M -45,369 -51%
CA
142
Cetera Advisors
Colorado
$2.08M -$1.65M -34,522 -44%
SWM
143
Stockman Wealth Management
Montana
$2.06M -$480K -10,072 -19%
WE
144
Wealth Effects
Massachusetts
$2.05M -$1.49M -31,332 -42%
ECA
145
Elevated Capital Advisors
Utah
$2.05M +$419K +8,787 +26%
WA
146
Win Advisors
Florida
$2.01M +$2.01M +52,321 New
BWM
147
BerganKDV Wealth Management
Minnesota
$1.93M -$59.2K -1,241 -3%
LWM
148
Laidlaw Wealth Management
New York
$1.93M +$9.11K +191 +0.5%
SAS
149
Sage Advisory Services
Texas
$1.92M +$1.92M +40,254 New
ACA
150
Ascension Capital Advisors
Texas
$1.92M -$308K -6,468 -14%
4 5
6
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