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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 $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.19B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$114M
3
FEG
Financial Enhancement Group
Indiana
$27.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$101M
5
TC
TAP Consulting
Missouri
$13.4M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$18M
2
Jane Street
Jane Street
New York
$0
3
AAP
Arax Advisory Partners
Colorado
$1.79M
4
Truist Financial
Truist Financial
North Carolina
$14.2M
5
LPT
Legacy Private Trust
Wisconsin
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
151
Arax Advisory Partners
Colorado
$1.79M -$22.9M -474,167 -93%
TB
152
Treynor Bancshares
Iowa
$1.75M +$1.75M +36,281 New
CWA
153
Choice Wealth Advisors
Maine
$1.74M +$1.74M +36,030 New
HGERS
154
Householder Group Estate & Retirement Specialist
Arizona
$1.73M -$37.7K -780 -2%
TCM
155
Triumph Capital Management
Colorado
$1.7M -$1.97M -40,832 -54%
CPIG
156
Chicago Partners Investment Group
Illinois
$1.65M -$251K -5,206 -13%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$1.65M +$1.63M +33,778 +11,259%
IFS
158
Ifrah Financial Services
Arkansas
$1.58M -$46.4K -960 -3%
WWM
159
Wagner Wealth Management
South Carolina
$1.55M -$25.9K -537 -2%
TFP
160
Traction Financial Partners
Wyoming
$1.53M +$1.53M +31,646 New
PS
161
Principal Securities
Iowa
$1.5M +$1.5M +30,998 New
BIA
162
Bigelow Investment Advisors
Maine
$1.49M +$98.4K +2,037 +7%
AF
163
Allworth Financial
California
$1.48M -$3.42M -70,786 -70%
BCM
164
BlueCrest Capital Management
Jersey
$1.48M +$157K +3,242 +12%
CFS
165
Commonwealth Financial Services
West Virginia
$1.45M -$4.91M -101,540 -77%
VF
166
VitalStone Financial
Texas
$1.42M +$1.42M +29,437 New
EWM
167
Endowment Wealth Management
Wisconsin
$1.4M +$122K +2,534 +10%
NWMG
168
National Wealth Management Group
Ohio
$1.4M -$25.3K -524 -2%
WA
169
Win Advisors
Florida
$1.39M +$1.39M +28,845 New
IAN
170
Integrated Advisors Network
Texas
$1.36M -$213K -4,408 -14%
CA
171
CoreCap Advisors
Michigan
$1.35M +$101K +2,089 +8%
NFG
172
Nations Financial Group
Iowa
$1.34M -$31.3K -647 -2%
LWM
173
Laidlaw Wealth Management
New York
$1.34M -$482K -9,976 -26%
Creative Planning
174
Creative Planning
Kansas
$1.3M -$42.8K -886 -3%
GAA
175
Global Assets Advisory
Florida
$1.3M – – –
5 6
7
8 9