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

Overview Fund Activity

363 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 132 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
132
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$414M
2
WFS
Weitzel Financial Services
Iowa
$223M
3
UBS Group
UBS Group
Switzerland
$449M
4
Citadel Advisors
Citadel Advisors
Florida
$105M
5
Morgan Stanley
Morgan Stanley
New York
$956M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$282M
2
RBA
Richard Bernstein Advisors
New York
$47.2M
3
Jane Street
Jane Street
New York
$32.4M
4
Truist Financial
Truist Financial
North Carolina
$52.4M
5
HSA
HBK Sorce Advisory
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
176
Hochman Cole Investment Advisors
Illinois
$1.31M +$1.31M +25,803 New
KA
177
Kovack Advisors
Florida
$1.31M +$18.1K +355 +1%
SIA
178
SkyView Investment Advisors
New Jersey
$1.3M – – –
AFP
179
Ausdal Financial Partners
Iowa
$1.29M -$224K -4,404 -15%
PWP
180
Principle Wealth Partners
Connecticut
$1.29M -$9.32K -183 -0.7%
IC
181
Inscription Capital
Texas
$1.29M +$1.29M +25,301 New
AWA
182
Arete Wealth Advisors
Illinois
$1.27M +$76.4K +1,551 +6%
SW
183
StrongBox Wealth
Missouri
$1.26M +$64.4K +1,265 +5%
Deutsche Bank
184
Deutsche Bank
Germany
$1.25M -$166K -3,263 -12%
CCM
185
Chiron Capital Management
Florida
$1.22M +$136K +2,674 +13%
P
186
&Partners
Tennessee
$1.21M – – –
IWM
187
IHT Wealth Management
Illinois
$1.2M +$50.1K +984 +4%
SIG
188
Sargent Investment Group
Maryland
$1.2M -$173K -3,395 -13%
WAM
189
WealthTrust Asset Management
Florida
$1.18M +$1.18M +23,165 New
1WM
190
1900 Wealth Management
Texas
$1.18M +$1.18M +23,113 New
SI
191
Shaker Investments
Ohio
$1.16M +$391K +7,676 +51%
DC
192
Davenport & Co
Virginia
$1.15M +$226K +4,442 +24%
FHA
193
Flagship Harbor Advisors
Massachusetts
$1.11M +$207K +4,073 +23%
WA
194
Winfield Associates
Ohio
$1.07M -$232K -4,552 -18%
RA
195
RFG Advisory
Alabama
$1.07M -$20.3K -399 -2%
TC
196
TownSquare Capital
Utah
$1.02M +$212K +4,155 +26%
IFG
197
Investors Financial Group
Minnesota
$1.01M +$4.13K +81 +0.4%
CAM
198
Concorde Asset Management
Michigan
$1M -$257K -5,042 -20%
PTP
199
Platform Technology Partners
New York
$980K +$980K +19,249 New
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$965K -$34K -667 -3%
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8
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