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

Overview Fund Activity

384 hedge funds and large institutions have $3.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 160 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
5.59%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
45
Increased
146
Reduced
160
Closed
24
Calls
$10K
Puts
$125K
Net Calls
-$115K
Net Calls Change
-$115K

Top Buyers

1
LPL Financial
LPL Financial
California
$367M
2
BCM
Brookstone Capital Management
Illinois
$22.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.6M
4
WA
Win Advisors
Florida
$11.5M
5
PBF
Petix & Botte Financial
California
$21.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$64.2M
2
GAA
Global Assets Advisory
Florida
$0
3
EFL
ERn Financial LLC
Wisconsin
$380K
4
FAIM
Financial Advocates Investment Management
Washington
$3.39M
5
AFA
American Financial Advisors
Georgia
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
151
Householder Group Estate & Retirement Specialist
Arizona
$1.77M -$5.04K -105 -0.3%
TFP
152
Traction Financial Partners
Wyoming
$1.76M +$58.1K +1,186 +3%
CFGS
153
Concourse Financial Group Securities
Alabama
$1.73M -$52.4K -1,090 -3%
CA
154
CoreCap Advisors
Michigan
$1.72M +$210K +4,368 +14%
AC
155
AIFG Consultants
New York
$1.71M -$35.7K -743 -2%
IFS
156
Ifrah Financial Services
Arkansas
$1.7M +$71.1K +1,480 +4%
LWM
157
Laidlaw Wealth Management
New York
$1.65M +$148K +3,081 +10%
BIA
158
Bigelow Investment Advisors
Maine
$1.64M +$121K +2,523 +8%
CICC
159
Capital Investment Counsel (Colorado)
Colorado
$1.58M -$225K -4,684 -12%
KFP
160
KMG Fiduciary Partners
Ohio
$1.56M +$43.2K +900 +3%
EWM
161
Endowment Wealth Management
Wisconsin
$1.53M +$61.8K +1,286 +4%
VF
162
VitalStone Financial
Texas
$1.43M -$314K -6,528 -18%
NFG
163
Nations Financial Group
Iowa
$1.4M +$52.6K +1,095 +4%
CPIG
164
Chicago Partners Investment Group
Illinois
$1.38M -$1.56K -32 -0.1%
SPIA
165
Steward Partners Investment Advisory
New York
$1.35M +$330K +6,865 +32%
SFS
166
Sowell Financial Services
Arkansas
$1.34M +$1.34M +27,930 New
EH
167
Equitable Holdings
New York
$1.34M +$326K +6,784 +32%
PTC
168
Private Trust Company
Ohio
$1.33M +$213K +4,443 +19%
AAP
169
Arax Advisory Partners
Colorado
$1.31M -$430K -8,941 -25%
AWM
170
Apollon Wealth Management
South Carolina
$1.3M +$299K +6,222 +30%
FA
171
Faithward Advisors
Pennsylvania
$1.29M +$1.29M +26,828 New
GPW
172
Gentry Private Wealth
Kansas
$1.28M +$1.28M +26,643 New
IAN
173
Integrated Advisors Network
Texas
$1.28M -$33.2K -690 -3%
RWPA
174
Richard W. Paul & Associates
Michigan
$1.27M +$110K +2,282 +9%
BC
175
Barrett & Company
Rhode Island
$1.25M +$48 +1 +0%
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