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

Overview Fund Activity

380 hedge funds and large institutions have $4.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.01%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.51%
New
45
Increased
130
Reduced
173
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$134M
2
HighTower Advisors
HighTower Advisors
Illinois
$38.7M
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
$18.2M
4
RGF
Retirement Guys Formula
Ohio
$33.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$136M

Top Sellers

1
WMA
West Michigan Advisors
Michigan
$8.53M
2
UBS Group
UBS Group
Switzerland
$166M
3
Jane Street
Jane Street
New York
$17.4M
4
Morgan Stanley
Morgan Stanley
New York
$805M
5
Wells Fargo
Wells Fargo
California
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
Arete Wealth Advisors
Illinois
$1.35M +$21.5K +440 +2%
AFP
177
Ausdal Financial Partners
Iowa
$1.35M +$107K +2,190 +9%
MMA
178
Miracle Mile Advisors
California
$1.33M -$954K -19,487 -42%
IWM
179
IHT Wealth Management
Illinois
$1.33M +$197K +4,034 +17%
CA
180
Cambridge Advisors
Nebraska
$1.31M -$32.6K -666 -2%
CIAS
181
Capital Investment Advisory Services
North Carolina
$1.3M +$96.1K +1,963 +8%
CCM
182
Chiron Capital Management
Florida
$1.28M +$82.5K +1,685 +7%
AAP
183
Arax Advisory Partners
Colorado
$1.28M -$22.6M -462,431 -95%
OMC
184
Old Mission Capital
Illinois
$1.23M -$20.5M -419,869 -94%
IA
185
Insight Advisors
Pennsylvania
$1.19M +$1.19M +24,313 New
FHC
186
First Heartland Consultants
Missouri
$1.17M -$341K -6,962 -23%
FHB
187
First Hawaiian Bank
Hawaii
$1.17M -$658K -13,431 -36%
PG
188
Patten Group
Tennessee
$1.16M -$208K -4,241 -15%
FCA
189
FinTrust Capital Advisors
South Carolina
$1.16M -$117K -2,397 -9%
IA
190
IFG Advisory
Georgia
$1.16M -$226K -4,621 -16%
EH
191
Equitable Holdings
New York
$1.13M -$494K -10,088 -30%
CAL
192
Capital Analysts LLC
Pennsylvania
$1.12M -$1.6M -32,694 -59%
BBA
193
Braun-Bostich & Associates
Pennsylvania
$1.09M +$1.09M +22,357 New
CWA
194
Clarus Wealth Advisors
Arizona
$1.09M +$90.2K +1,846 +9%
MWM
195
Mattern Wealth Management
Kansas
$1.07M – – –
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$606K +12,374 +132%
CA
197
Claro Advisors
Massachusetts
$1.06M – – –
TC
198
TownSquare Capital
Utah
$1.06M -$9.2K -188 -0.9%
SIG
199
Sargent Investment Group
Maryland
$1.05M +$19.8K +405 +2%
Bank of New York Mellon
200
Bank of New York Mellon
New York
$1M +$581K +11,859 +138%
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