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

Overview Fund Activity

379 hedge funds and large institutions have $5.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 201 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.11%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.48%
New
48
Increased
101
Reduced
201
Closed
39
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.68B
2
BFG
Berger Financial Group
Minnesota
$24.4M
3
CAN
Cetera Advisor Networks
California
$34.3M
4
HSA
HBK Sorce Advisory
Pennsylvania
$19.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$670M
2
Bank of America
Bank of America
North Carolina
$101M
3
Wells Fargo
Wells Fargo
California
$206M
4
SFI
SPC Financial Inc
Maryland
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
151
Ford Financial Group
California
$1.99M -$124K -2,605 -6%
LFAS
152
Level Four Advisory Services
Texas
$1.95M -$70.2K -1,480 -3%
CAM
153
Cresset Asset Management
Illinois
$1.95M -$560K -11,813 -22%
FCM
154
Family Capital Management
Michigan
$1.93M +$1.93M +40,784 New
BWM
155
BerganKDV Wealth Management
Minnesota
$1.91M +$4.27K +90 +0.2%
MF
156
Manchester Financial
California
$1.88M -$1.01M -21,211 -35%
FPWM
157
FSB Premier Wealth Management
Iowa
$1.84M -$130K -2,733 -7%
MA
158
Mutual Advisors
Nebraska
$1.75M -$509K -10,738 -23%
JJBC
159
James J. Burns & Company
New York
$1.73M +$156K +3,298 +10%
RWPA
160
Richard W. Paul & Associates
Michigan
$1.73M +$1.73M +36,392 New
ATPW
161
Ashton Thomas Private Wealth
Arizona
$1.72M -$98.5K -2,078 -5%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$1.67M +$242K +5,114 +17%
IGWM
163
ICA Group Wealth Management
Colorado
$1.66M -$626K -13,195 -27%
RW
164
Rede Wealth
Virginia
$1.62M -$332K -7,011 -17%
IAN
165
Integrated Advisors Network
Texas
$1.61M +$82.8K +1,747 +5%
M1FG
166
Mach-1 Financial Group
Arkansas
$1.61M +$1.43M +30,101 +780%
LWM
167
Laidlaw Wealth Management
New York
$1.6M -$69.9K -1,475 -4%
IFS
168
Ifrah Financial Services
Arkansas
$1.57M -$33.3K -703 -2%
RIS
169
Retirement Income Solutions
Michigan
$1.56M -$6.49M -136,803 -81%
VCM
170
Virtue Capital Management
Tennessee
$1.56M +$123K +2,592 +9%
EE
171
EWG Elevate
California
$1.55M +$49.6K +1,046 +3%
EL
172
Essex LLC
Illinois
$1.55M -$403K -8,505 -21%
TC
173
Telemus Capital
Michigan
$1.44M +$1.44M +30,176 New
BFEC
174
Benjamin F. Edwards & Company
Missouri
$1.44M -$1.08M -22,726 -43%
SPIA
175
Steward Partners Investment Advisory
New York
$1.42M -$2.42M -51,082 -63%
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