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

Overview Fund Activity

376 hedge funds and large institutions have $4.53B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 100 increasing their positions, 183 reducing their positions, and 29 closing their positions.

Holders
376
Holders Change
+29
Holders Change %
+8.36%
% of All Funds
5.81%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.51%
New
68
Increased
100
Reduced
183
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$117M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$107M
3
AAP
3
Arax Advisory Partners
Colorado
$24.4M
4
OMC
4
Old Mission Capital
Illinois
$22.2M
5
OWP
5
Obermeyer Wealth Partners
Colorado
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$860M
2
Bank of America
2
Bank of America
North Carolina
$193M
3
UBS Group
3
UBS Group
Switzerland
$276M
4
SPIA
4
Steward Partners Investment Advisory
New York
$5.95M
5
Wells Fargo
5
Wells Fargo
California
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
151
Oppenheimer & Co
New York
$2.51M +$242K +4,850 +11%
RIA
152
Regal Investment Advisors
Michigan
$2.48M +$105K +2,102 +4%
AWA
153
Arkadios Wealth Advisors
Georgia
$2.46M -$600K -12,007 -20%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$2.34M +$8.15K +163 +0.3%
MMA
155
Miracle Mile Advisors
California
$2.34M -$1.06M -21,222 -31%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$2.34M -$1.66M -33,227 -42%
IAN
157
Integrated Advisors Network
Texas
$2.32M +$742K +14,852 +47%
TCM
158
Triumph Capital Management
Colorado
$2.29M -$99.8K -1,997 -4%
MI
159
Moneywise Inc
Virginia
$2.27M -$383K -7,668 -14%
FPWM
160
FSB Premier Wealth Management
Iowa
$2.19M -$194K -3,879 -8%
HGERS
161
Householder Group Estate & Retirement Specialist
Arizona
$2.16M +$2.16M +43,156 New
SAM
162
SignalPoint Asset Management
Missouri
$2.15M +$208K +4,168 +11%
TCWM
163
Total Clarity Wealth Management
Illinois
$2.13M -$175K -3,503 -8%
T
164
TCWP
Ohio
$2.13M +$2.13M +42,534 New
CAM
165
Cresset Asset Management
Illinois
$2.11M -$19K -380 -0.9%
TWM
166
TriaGen Wealth Management
California
$2.01M -$2.8K -56 -0.1%
HH
167
Hilltop Holdings
Texas
$1.98M +$746K +14,931 +60%
AA
168
AlphaMark Advisors
Kentucky
$1.9M +$70.5K +1,410 +4%
AIC
169
Archer Investment Corporation
Indiana
$1.86M +$564K +11,279 +43%
FHB
170
First Hawaiian Bank
Hawaii
$1.86M +$173K +3,460 +10%
SLWA
171
San Luis Wealth Advisors
California
$1.69M +$1.12M +22,426 +197%
CWM
172
Concentrum Wealth Management
California
$1.67M -$1.61M -32,257 -49%
EH
173
Equitable Holdings
New York
$1.66M -$40.9K -819 -2%
DI
174
DFPG Investments
Utah
$1.64M -$2.29K -46 -0.1%
IWP
175
Icon Wealth Partners
Texas
$1.6M -$33.7K -673 -2%
5 6
7
8 9