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

Overview Fund Activity

386 hedge funds and large institutions have $3.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.58%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
32
Increased
182
Reduced
135
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$423M
2
GI
Gradient Investments
Minnesota
$35.9M
3
CCA
Clearwater Capital Advisors
Illinois
$32.4M
4
UBS Group
UBS Group
Switzerland
$201M
5
HIS
Harvest Investment Services
Illinois
$21.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$85.9M
2
Stifel Financial
Stifel Financial
Missouri
$29.9M
3
WA
Win Advisors
Florida
$1.07M
4
AWM
AE Wealth Management
Kansas
$3.42M
5
MMA
Miracle Mile Advisors
California
$625K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
151
Rehmann Capital Advisory Group
Michigan
$2.03M +$2.03M +40,450 New
CHC
152
City Holding Co
West Virginia
$2M +$988 +20 +0%
SPIA
153
Steward Partners Investment Advisory
New York
$1.95M +$565K +11,436 +41%
MA
154
Mutual Advisors
Nebraska
$1.94M +$1.26M +25,789 +185%
OC
155
Oppenheimer & Co
New York
$1.9M -$349K -7,071 -16%
CPIA
156
Cornell Pochily Investment Advisors
New York
$1.83M -$4.79K -97 -0.3%
BIA
157
Bigelow Investment Advisors
Maine
$1.82M +$140K +2,829 +8%
IFS
158
Ifrah Financial Services
Arkansas
$1.78M +$22.4K +453 +1%
CA
159
Continuum Advisory
Idaho
$1.74M +$609K +12,505 +54%
CFGS
160
Concourse Financial Group Securities
Alabama
$1.73M -$52.5K -1,062 -3%
HGERS
161
Householder Group Estate & Retirement Specialist
Arizona
$1.72M -$96.3K -1,949 -5%
LWM
162
Laidlaw Wealth Management
New York
$1.72M +$27.4K +555 +2%
TFP
163
Traction Financial Partners
Wyoming
$1.71M -$64.9K -1,314 -4%
EWM
164
Endowment Wealth Management
Wisconsin
$1.7M +$128K +2,595 +8%
BWA
165
BlueChip Wealth Advisors
Georgia
$1.67M -$164K -3,317 -9%
IA
166
IFG Advisory
Georgia
$1.54M +$675K +13,659 +78%
AC
167
AIFG Consultants
New York
$1.51M -$249K -5,047 -14%
CPIG
168
Chicago Partners Investment Group
Illinois
$1.5M +$110K +2,262 +8%
AI
169
Atria Investments
North Carolina
$1.48M +$487K +9,866 +49%
NFG
170
Nations Financial Group
Iowa
$1.46M +$19.1K +386 +1%
AWM
171
Apollon Wealth Management
South Carolina
$1.43M +$87.5K +1,770 +7%
PG
172
Patten Group
Tennessee
$1.42M +$169K +3,421 +14%
FA
173
Faithward Advisors
Pennsylvania
$1.34M +$16.1K +326 +1%
CCG
174
Cypress Capital Group
Florida
$1.33M +$95.1K +1,925 +8%
RWPA
175
Richard W. Paul & Associates
Michigan
$1.33M +$23K +465 +2%
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