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

Overview Fund Activity

386 hedge funds and large institutions have $3.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.58%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
32
Increased
182
Reduced
135
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$423M
2
GI
Gradient Investments
Minnesota
$35.9M
3
CCA
Clearwater Capital Advisors
Illinois
$32.4M
4
UBS Group
UBS Group
Switzerland
$201M
5
HIS
Harvest Investment Services
Illinois
$21.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$85.9M
2
Stifel Financial
Stifel Financial
Missouri
$29.9M
3
WA
Win Advisors
Florida
$1.07M
4
AWM
AE Wealth Management
Kansas
$3.42M
5
MMA
Miracle Mile Advisors
California
$625K
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
126
NewEdge Wealth
Pennsylvania
$2.6M -$47.9K -970 -2%
IWM
127
Iams Wealth Management
Nebraska
$2.57M +$199K +4,020 +8%
DC
128
Davenport & Co
Virginia
$2.52M +$41K +830 +2%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$2.46M +$2.35M +47,618 +2,228%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$2.4M -$157K -3,174 -6%
C
131
CEDRUS
Colorado
$2.4M +$1.2M +24,207 +100%
TPA
132
Trivium Point Advisory
Connecticut
$2.36M -$8.82K -181 -0.4%
DWP
133
Destiny Wealth Partners
Florida
$2.36M -$45.6K -923 -2%
BCI
134
Brinker Capital Investments
Pennsylvania
$2.33M +$356K +7,203 +18%
OPS
135
Orion Portfolio Solutions
Nebraska
$2.33M +$356K +7,203 +18%
FAM
136
Flaharty Asset Management
Florida
$2.3M -$123K -2,481 -5%
FPWM
137
FSB Premier Wealth Management
Iowa
$2.29M +$412K +8,341 +22%
PVI
138
Pine Valley Investments
New Jersey
$2.23M -$58.3K -1,179 -3%
FHB
139
First Hawaiian Bank
Hawaii
$2.22M -$21.5K -435 -1%
WS
140
Wedbush Securities
California
$2.22M -$125K -2,521 -5%
CCA
141
Cottonwood Capital Advisors
Utah
$2.22M -$260K -5,261 -10%
PCIA
142
Prime Capital Investment Advisors
Kansas
$2.21M -$212K -4,287 -9%
SFS
143
Sowell Financial Services
Arkansas
$2.14M +$758K +15,343 +55%
KOMWMG
144
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.12M +$163K +3,289 +8%
UCFA
145
United Capital Financial Advisors
Texas
$2.11M -$429K -8,682 -17%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$36.8K +744 +2%
PAS
147
Park Avenue Securities
New York
$2.07M -$171K -3,464 -8%
KFP
148
KMG Fiduciary Partners
Ohio
$2.06M +$460K +9,314 +29%
TCM
149
Triumph Capital Management
Colorado
$2.05M +$1M +20,308 +96%
CA
150
CoreCap Advisors
Michigan
$2.04M +$273K +5,522 +15%
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