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

Overview Fund Activity

363 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 132 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
132
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$414M
2
WFS
Weitzel Financial Services
Iowa
$223M
3
UBS Group
UBS Group
Switzerland
$449M
4
Citadel Advisors
Citadel Advisors
Florida
$105M
5
Morgan Stanley
Morgan Stanley
New York
$956M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$282M
2
RBA
Richard Bernstein Advisors
New York
$47.2M
3
Jane Street
Jane Street
New York
$32.4M
4
Truist Financial
Truist Financial
North Carolina
$52.4M
5
HSA
HBK Sorce Advisory
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPWM
151
FSB Premier Wealth Management
Iowa
$2.07M -$257K -5,042 -11%
TWM
152
TriaGen Wealth Management
California
$2.05M -$390K -7,673 -16%
CA
153
Cetera Advisors
Colorado
$1.99M +$314K +6,162 +19%
SWAG
154
Spectrum Wealth Advisory Group
California
$1.94M -$154K -3,033 -7%
PG
155
Patten Group
Tennessee
$1.92M +$21.8K +429 +1%
PWM
156
PRW Wealth Management
Massachusetts
$1.92M +$1.92M +37,694 New
Bank of New York Mellon
157
Bank of New York Mellon
New York
$1.92M +$98.3K +1,932 +5%
CIAS
158
Capital Investment Advisory Services
North Carolina
$1.83M -$36.4K -715 -2%
AA
159
AlphaMark Advisors
Kentucky
$1.77M +$1.24M +24,270 +230%
IWP
160
Icon Wealth Partners
Texas
$1.72M -$623K -12,248 -27%
AF
161
Advisornet Financial
Minnesota
$1.69M -$104K -2,045 -6%
FCA
162
FinTrust Capital Advisors
South Carolina
$1.69M +$1.33M +26,091 +370%
EH
163
Equitable Holdings
New York
$1.59M -$39.3K -773 -2%
SAM
164
SignalPoint Asset Management
Missouri
$1.56M +$25.9K +509 +2%
ACM
165
Anfield Capital Management
California
$1.51M +$863K +16,958 +134%
CA
166
Cambridge Advisors
Nebraska
$1.51M -$1.89M -37,130 -56%
FIM
167
Freedom Investment Management
Connecticut
$1.47M -$480K -9,427 -25%
PP
168
Palladium Partners
Virginia
$1.45M – – –
MWM
169
Mattern Wealth Management
Kansas
$1.43M +$1.43M +28,141 New
GWSG
170
GPS Wealth Strategies Group
Colorado
$1.42M -$10.1K -198 -0.7%
OWA
171
Outlook Wealth Advisors
Texas
$1.4M -$28.1K -552 -2%
IA
172
IFG Advisory
Georgia
$1.38M -$55.6K -1,094 -4%
IWC
173
Integrated Wealth Concepts
Massachusetts
$1.36M +$104K +2,052 +8%
SW
174
SteelPeak Wealth
California
$1.35M -$32.1K -630 -2%
HH
175
Hilltop Holdings
Texas
$1.32M -$55.4K -1,089 -4%
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