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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 $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
–
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
$79.5M
2
LPL Financial
LPL Financial
California
$315M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.8M
4
BCM
BlueCrest Capital Management
Jersey
$23.3M
5
PBF
Petix & Botte Financial
California
$22M

Top Sellers

1
PFA
Pinnacle Family Advisors
Missouri
$427K
2
Morgan Stanley
Morgan Stanley
New York
$646M
3
SI
Stephens Inc
Arkansas
$19.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$107M
5
UCFA
United Capital Financial Advisors
Texas
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
151
Legacy Capital Wealth Partners
Arkansas
$1.9M -$1.64M -34,498 -46%
BPA
152
Beacon Pointe Advisors
California
$1.85M -$67.7K -1,420 -4%
WWM
153
Wagner Wealth Management
South Carolina
$1.83M -$170K -3,574 -9%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$1.82M +$62.7K +1,315 +4%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$1.81M +$1.81M +37,984 New
RWPA
156
Richard W. Paul & Associates
Michigan
$1.79M +$11.8K +247 +0.7%
MA
157
Mutual Advisors
Nebraska
$1.76M +$5.34K +112 +0.3%
CRI
158
Colonial River Investments
Virginia
$1.74M -$177K -3,723 -9%
PAS
159
Park Avenue Securities
New York
$1.66M +$674K +14,131 +68%
OWM
160
OneAscent Wealth Management
Alabama
$1.63M -$141K -2,951 -8%
IFS
161
Ifrah Financial Services
Arkansas
$1.61M +$19.6K +411 +1%
IAN
162
Integrated Advisors Network
Texas
$1.6M +$25.4K +533 +2%
IW
163
Imprint Wealth
South Carolina
$1.59M +$1.39M +29,079 +678%
NFG
164
Nations Financial Group
Iowa
$1.57M +$112K +2,348 +8%
6F
165
626 Financial
Michigan
$1.56M -$29.8K -626 -2%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$1.53M +$225K +4,729 +17%
PIA
167
Perennial Investment Advisors
California
$1.51M -$329K -6,891 -18%
CWM
168
Cranbrook Wealth Management
Michigan
$1.48M -$297K -6,225 -17%
BCI
169
Brinker Capital Investments
Pennsylvania
$1.45M +$194K +4,060 +15%
OPS
170
Orion Portfolio Solutions
Nebraska
$1.45M +$194K +4,060 +15%
NWMG
171
National Wealth Management Group
Ohio
$1.44M +$115K +2,406 +9%
EIA
172
Eldridge Investment Advisors
New Hampshire
$1.42M +$1.21M +25,338 +563%
KA
173
Kovack Advisors
Florida
$1.38M -$54.4K -1,142 -4%
William Blair & Company
174
William Blair & Company
Illinois
$1.37M -$2.45M -51,480 -64%
BIA
175
Bigelow Investment Advisors
Maine
$1.35M +$1.35M +28,290 New
5 6
7
8 9