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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 $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.19B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$114M
3
FEG
Financial Enhancement Group
Indiana
$27.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$101M
5
TC
TAP Consulting
Missouri
$13.4M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$18M
2
Jane Street
Jane Street
New York
$0
3
AAP
Arax Advisory Partners
Colorado
$1.79M
4
Truist Financial
Truist Financial
North Carolina
$14.2M
5
LPT
Legacy Private Trust
Wisconsin
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
126
Wedbush Securities
California
$2.44M -$115K -2,376 -4%
FF
127
Friedenthal Financial
New Jersey
$2.44M +$42.2K +874 +2%
AWA
128
Arete Wealth Advisors
Illinois
$2.43M +$2.43M +50,344 New
ECA
129
Elevated Capital Advisors
Utah
$2.25M +$81K +1,676 +4%
WF
130
Wayfinding Financial
Washington
$2.21M +$2.21M +45,784 New
FHB
131
First Hawaiian Bank
Hawaii
$2.2M -$14K -290 -0.6%
Mariner
132
Mariner
Kansas
$2.16M -$1.07M -22,218 -33%
CCG
133
Cypress Capital Group
Florida
$2.15M -$1.43M -29,610 -40%
ASN
134
Advisory Services Network
Georgia
$2.15M +$33.5K +693 +2%
MWM
135
Meridian Wealth Management
Kentucky
$2.12M +$2.12M +43,922 New
AI
136
Atria Investments
North Carolina
$2.08M -$1.15M -23,843 -36%
BWA
137
BlueChip Wealth Advisors
Georgia
$2.01M +$2.01M +41,668 New
MA
138
Mutual Advisors
Nebraska
$1.98M +$116K +2,400 +6%
CHC
139
City Holding Co
West Virginia
$1.97M +$621K +12,865 +46%
BFG
140
Beacon Financial Group
Texas
$1.95M -$194K -4,016 -9%
PVI
141
Pine Valley Investments
New Jersey
$1.95M +$477K +9,866 +32%
SAS
142
Sage Advisory Services
Texas
$1.95M – – –
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$1.94M -$214K -4,428 -10%
CWA
144
Centennial Wealth Advisory
Michigan
$1.93M -$459K -9,503 -19%
LPT
145
Legacy Private Trust
Wisconsin
$1.89M -$13.2M -273,793 -87%
CAL
146
Capital Analysts LLC
Pennsylvania
$1.89M +$33K +683 +2%
CPIA
147
Cornell Pochily Investment Advisors
New York
$1.88M -$65.5K -1,356 -3%
ATPW
148
Ashton Thomas Private Wealth
Arizona
$1.85M +$29.6K +612 +2%
IW
149
Imprint Wealth
South Carolina
$1.83M +$153K +3,174 +9%
FPWM
150
FSB Premier Wealth Management
Iowa
$1.82M +$10.2K +211 +0.6%
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