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

Overview Fund Activity

410 hedge funds and large institutions have $3.93B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 145 reducing their positions, and 27 closing their positions.

Holders
410
Holders Change
+24
Holders Change %
+6.22%
% of All Funds
5.46%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
62
Increased
168
Reduced
145
Closed
27
Calls
$195K
Puts
–
Net Calls
+$195K
Net Calls Change
+$195K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$83.9M
2
LPL Financial
2
LPL Financial
California
$451M
3
LCAM
3
London & Capital Asset Management
United Kingdom
$14.7M
4
AI
4
Atria Investments
North Carolina
$13.1M
5
Mariner
5
Mariner
Kansas
$12M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$260K
2
FEG
2
Financial Enhancement Group
Indiana
$12.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$587M
4
EE
4
EWG Elevate
California
$11.1M
5
Bank of America
5
Bank of America
North Carolina
$60.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
126
Vivaldi Capital Management
Illinois
$3.71M 76,369 -351 -0.5%
SA
127
Sanctuary Advisors
Indiana
$3.47M 71,232 -5,833 -8%
MCM
128
MAI Capital Management
Ohio
$3.32M 68,174 +68,174 New
Ameriprise
129
Ameriprise
Minnesota
$3.28M 67,464 +60,780 +909%
KWS
130
Keystone Wealth Services
California
$3.27M 67,179 +4,509 +7%
PSFG
131
Park Square Financial Group
Georgia
$3.21M 65,925 +65,925 New
ACM
132
Anfield Capital Management
California
$3.18M 65,388 -2,640 -4%
FAIM
133
Financial Advocates Investment Management
Washington
$3.1M 63,669 -46,378 -42%
DWMS
134
Dominguez Wealth Management Solutions
Virginia
$3.04M 62,452 +187 +0.3%
OC
135
Oppenheimer & Co
New York
$2.82M 57,915 +19,560 +51%
AWM
136
AE Wealth Management
Kansas
$2.8M 57,567 -11,560 -17%
FF
137
Friedenthal Financial
New Jersey
$2.79M 57,415 -87,418 -60%
ASN
138
Advisory Services Network
Georgia
$2.79M 57,400 -11,603 -17%
AWM
139
Apollon Wealth Management
South Carolina
$2.78M 57,128 +28,233 +98%
IWM
140
Iams Wealth Management
Nebraska
$2.77M 56,943 +5,005 +10%
TGAM
141
TBH Global Asset Management
Tennessee
$2.76M 57,686 -2,506 -4%
CF
142
Claris Financial
Virginia
$2.75M 56,573 +56,573 New
FPWM
143
FSB Premier Wealth Management
Iowa
$2.71M 55,587 +9,251 +20%
DC
144
Davenport & Co
Virginia
$2.55M 52,433 +1,427 +3%
MA
145
Mutual Advisors
Nebraska
$2.54M 52,204 +12,495 +31%
SFO
146
Stenger Family Office
Illinois
$2.52M 51,719 +51,719 New
USCWA
147
U.S. Capital Wealth Advisors
Texas
$2.47M 50,666 +45,129 +815%
DWP
148
Destiny Wealth Partners
Florida
$2.46M 50,554 +2,885 +6%
NW
149
NewEdge Wealth
Pennsylvania
$2.35M 48,221 -4,380 -8%
OPS
150
Orion Portfolio Solutions
Nebraska
$2.35M 48,205 +1,097 +2%
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