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

Overview Fund Activity

384 hedge funds and large institutions have $3.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 160 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
5.59%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
45
Increased
146
Reduced
160
Closed
24
Calls
$10K
Puts
$125K
Net Calls
-$115K
Net Calls Change
-$115K

Top Buyers

1
LPL Financial
LPL Financial
California
$367M
2
BCM
Brookstone Capital Management
Illinois
$22.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.6M
4
WA
Win Advisors
Florida
$11.5M
5
PBF
Petix & Botte Financial
California
$21.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$64.2M
2
GAA
Global Assets Advisory
Florida
$0
3
EFL
ERn Financial LLC
Wisconsin
$380K
4
FAIM
Financial Advocates Investment Management
Washington
$3.39M
5
AFA
American Financial Advisors
Georgia
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
126
Centennial Wealth Advisory
Michigan
$2.39M +$61.1K +1,271 +3%
FAM
127
Flaharty Asset Management
Florida
$2.36M -$239K -4,973 -9%
PCIA
128
Prime Capital Investment Advisors
Kansas
$2.36M -$280K -5,832 -11%
TPA
129
Trivium Point Advisory
Connecticut
$2.34M +$2.34M +48,679 New
DWP
130
Destiny Wealth Partners
Florida
$2.33M -$49.9K -1,039 -2%
IWM
131
Iams Wealth Management
Nebraska
$2.3M -$1.3M -27,063 -36%
WS
132
Wedbush Securities
California
$2.28M -$311K -6,465 -12%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$2.25M +$1.17M +24,367 +108%
PVI
134
Pine Valley Investments
New Jersey
$2.23M -$92.4K -1,923 -4%
FHB
135
First Hawaiian Bank
Hawaii
$2.18M – – –
OC
136
Oppenheimer & Co
New York
$2.18M +$73.2K +1,524 +3%
PAS
137
Park Avenue Securities
New York
$2.18M -$48.7K -1,014 -2%
ECA
138
Elevated Capital Advisors
Utah
$2.18M -$137K -2,857 -6%
FIA
139
Foundations Investment Advisors
Arizona
$2.13M +$196K +4,071 +10%
ATPW
140
Ashton Thomas Private Wealth
Arizona
$2.05M +$208K +4,339 +11%
Mariner
141
Mariner
Kansas
$2.04M +$58.3K +1,214 +3%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$2M +$105K +2,195 +6%
CAL
143
Capital Analysts LLC
Pennsylvania
$1.94M +$31K +646 +2%
CHC
144
City Holding Co
West Virginia
$1.94M +$14.4K +300 +0.7%
BCI
145
Brinker Capital Investments
Pennsylvania
$1.92M +$301K +6,269 +19%
OPS
146
Orion Portfolio Solutions
Nebraska
$1.92M +$301K +6,269 +19%
KOMWMG
147
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.91M +$77.6K +1,615 +4%
FPWM
148
FSB Premier Wealth Management
Iowa
$1.83M +$83.5K +1,738 +5%
BWA
149
BlueChip Wealth Advisors
Georgia
$1.78M -$53.8K -1,119 -3%
CPIA
150
Cornell Pochily Investment Advisors
New York
$1.78M -$61.6K -1,282 -3%
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