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

Overview Fund Activity

169 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.77%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
44
Increased
86
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$123M
2
Bank of America
2
Bank of America
North Carolina
$140M
3
AFA
3
Arlington Financial Advisors
California
$25.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$247M
5
SBL
5
Sargent Bickham Lagudis
Colorado
$21.8M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$874K
2
Jane Street
2
Jane Street
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.9M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$12.7M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
SeaCrest Wealth Management
New York
$32K -$3.49K -68 -10%
ASN
152
Advisory Services Network
Georgia
$28K +$7.33K +145 +35%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$26K – – –
AA
154
AlphaMark Advisors
Kentucky
$26K – – –
QCIG
155
Quad-Cities Investment Group
Iowa
$23K +$156 +3 +0.7%
TFA
156
Transamerica Financial Advisors
Florida
$21K -$9.88K -192 -32%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$21K +$2.57K +50 +14%
TRCT
158
Tower Research Capital (TRC)
New York
$20K +$20K +387 New
AIC
159
Archer Investment Corporation
Indiana
$18K +$18K +350 New
AAP
160
Arax Advisory Partners
Colorado
$15K -$9K -180 -38%
FMP
161
Financial Management Professionals
Texas
$7K +$7K +138 New
AF
162
Advisornet Financial
Minnesota
$5K – – –
DAM
163
Delta Asset Management
Tennessee
$4K – – –
ME
164
McIlrath & Eck
Washington
$3K -$2.45K -53 -45%
NA
165
NewEdge Advisors
Louisiana
$2.31K +$2.31K +45,243 New
RFM
166
Royal Fund Management
Florida
$2K +$2K +45 New
VFA
167
Valeo Financial Advisors
Indiana
$1K – – –
CF
168
Centaurus Financial
California
$25 +$25 +1,235 +4,940%
Jane Street
169
Jane Street
New York
– -$8.75M -171,690 Closed
OMC
170
Old Mission Capital
Illinois
– -$3.13M -61,494 Closed
SS
171
Simplicity Solutions
Minnesota
– -$1.76M -34,467 Closed
WFG
172
Wills Financial Group
Virginia
– -$1.31M -25,737 Closed
DLHL
173
Donald L. Hagan LLC
Florida
– -$898K -17,623 Closed
CRWM
174
Castle Rock Wealth Management
California
– -$547K -10,768 Closed
GFPC
175
Global Financial Private Capital
Florida
– -$414K -8,121 Closed
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7
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