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

Overview Fund Activity

376 hedge funds and large institutions have $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
–
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
$79.5M
2
LPL Financial
LPL Financial
California
$315M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.8M
4
BCM
BlueCrest Capital Management
Jersey
$23.3M
5
PBF
Petix & Botte Financial
California
$22M

Top Sellers

1
PFA
Pinnacle Family Advisors
Missouri
$427K
2
Morgan Stanley
Morgan Stanley
New York
$646M
3
SI
Stephens Inc
Arkansas
$19.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$107M
5
UCFA
United Capital Financial Advisors
Texas
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
176
Global Assets Advisory
Florida
$1.32M – – –
C
177
CEDRUS
Colorado
$1.3M +$210K +4,400 +19%
BC
178
Barrett & Company
Rhode Island
$1.27M -$10.7K -224 -0.8%
MI
179
Moneywise Inc
Virginia
$1.23M +$67.4K +1,414 +6%
PTC
180
Private Trust Company
Ohio
$1.23M +$426K +8,940 +53%
IWM
181
IHT Wealth Management
Illinois
$1.19M +$113K +2,373 +10%
AC
182
AIFG Consultants
New York
$1.19M -$5.53K -116 -0.5%
SPIA
183
Steward Partners Investment Advisory
New York
$1.16M -$151K -3,159 -11%
CAM
184
Cresset Asset Management
Illinois
$1.15M +$241K +5,049 +26%
AssetMark Inc
185
AssetMark Inc
California
$1.14M +$1.14M +23,996 New
CAL
186
Capital Analysts LLC
Pennsylvania
$1.11M -$9.63K -202 -0.9%
CA
187
CoreCap Advisors
Michigan
$1.08M +$1.08M +22,742 New
CWM
188
Concentrum Wealth Management
California
$1.08M – – –
RJT
189
Raymond James Trust
Florida
$1.07M +$45.5K +953 +4%
LNC
190
Lincoln National Corp
Pennsylvania
$1.07M -$1.54M -32,269 -59%
GIA
191
Gladstone Institutional Advisory
Florida
$1.07M +$171K +3,583 +19%
IGWM
192
ICA Group Wealth Management
Colorado
$1.05M -$355K -7,452 -25%
MWM
193
Mattern Wealth Management
Kansas
$1.04M -$2.34K -49 -0.2%
EWM
194
Endowment Wealth Management
Wisconsin
$1.02M +$69.8K +1,464 +7%
FIM
195
Freedom Investment Management
Connecticut
$1.01M -$109K -2,283 -10%
FHA
196
First Horizon Advisors
Tennessee
$990K -$61.4K -1,288 -6%
PVI
197
Pine Valley Investments
New Jersey
$984K +$60K +1,259 +6%
BRWA
198
B. Riley Wealth Advisors
Florida
$963K +$50.1K +1,051 +5%
TC
199
Trilogy Capital
California
$961K +$961K +20,128 New
DI
200
DFPG Investments
Utah
$955K -$333K -6,951 -26%
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