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

Overview Fund Activity

379 hedge funds and large institutions have $5.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 201 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.11%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.48%
New
48
Increased
101
Reduced
201
Closed
39
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.68B
2
BFG
Berger Financial Group
Minnesota
$24.4M
3
CAN
Cetera Advisor Networks
California
$34.3M
4
HSA
HBK Sorce Advisory
Pennsylvania
$19.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$670M
2
Bank of America
Bank of America
North Carolina
$101M
3
Wells Fargo
Wells Fargo
California
$206M
4
SFI
SPC Financial Inc
Maryland
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
176
Kovack Advisors
Florida
$1.41M -$10.8K -227 -0.8%
OC
177
Oppenheimer & Co
New York
$1.39M -$6.54K -138 -0.5%
SIG
178
Sargent Investment Group
Maryland
$1.33M -$65.7K -1,385 -5%
FIM
179
Freedom Investment Management
Connecticut
$1.32M -$9.72K -205 -0.7%
GAA
180
Global Assets Advisory
Florida
$1.31M – – –
NWMG
181
National Wealth Management Group
Ohio
$1.31M +$1M +21,195 +329%
NFG
182
Nations Financial Group
Iowa
$1.31M -$234K -4,928 -15%
DI
183
DFPG Investments
Utah
$1.3M +$1.01K +21 +0.1%
FHA
184
First Horizon Advisors
Tennessee
$1.29M -$8.49M -178,987 -87%
BRWA
185
B. Riley Wealth Advisors
Florida
$1.25M -$2.29M -48,292 -65%
BC
186
Barrett & Company
Rhode Island
$1.24M – – –
RJT
187
Raymond James Trust
Florida
$1.2M -$32.1K -677 -3%
PFA
188
Pinnacle Family Advisors
Missouri
$1.19M +$97.8K +2,063 +9%
MI
189
Moneywise Inc
Virginia
$1.16M -$553K -11,670 -32%
TC
190
TownSquare Capital
Utah
$1.15M +$110K +2,318 +11%
IA
191
IFG Advisory
Georgia
$1.1M +$156K +3,282 +16%
CAL
192
Capital Analysts LLC
Pennsylvania
$1.09M +$44.5K +938 +4%
CAS
193
Coppell Advisory Solutions
Texas
$1.07M +$1.07M +22,655 New
CASC
194
Coppell Advisory Solutions Corp
Texas
$1.07M +$1.07M +22,655 New
CWM
195
Concentrum Wealth Management
California
$1.07M – – –
OPS
196
Orion Portfolio Solutions
Nebraska
$1.07M -$8.3K -175 -0.8%
IWM
197
IHT Wealth Management
Illinois
$1.03M -$154K -3,258 -13%
MWM
198
Mattern Wealth Management
Kansas
$1.03M – – –
SB
199
Strategic Blueprint
Georgia
$1.03M -$441K -9,297 -30%
GM
200
GeoWealth Management
Illinois
$1M +$126K +2,667 +14%
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