LMBS icon

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

Overview Fund Activity

376 hedge funds and large institutions have $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.19B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$114M
3
FEG
Financial Enhancement Group
Indiana
$27.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$101M
5
TC
TAP Consulting
Missouri
$13.4M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$18M
2
Jane Street
Jane Street
New York
$0
3
AAP
Arax Advisory Partners
Colorado
$1.79M
4
Truist Financial
Truist Financial
North Carolina
$14.2M
5
LPT
Legacy Private Trust
Wisconsin
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
176
Barrett & Company
Rhode Island
$1.29M +$193 +4 +0%
PIA
177
Perennial Investment Advisors
California
$1.29M -$25.5K -527 -2%
MI
178
Moneywise Inc
Virginia
$1.28M -$10.1K -208 -0.8%
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$1.28M +$32.1K +665 +3%
BCM
180
Brookstone Capital Management
Illinois
$1.27M +$1.02M +21,187 +423%
IAIM
181
International Assets Investment Management
Florida
$1.26M +$1.26M +26,029 New
CICC
182
Capital Investment Counsel (Colorado)
Colorado
$1.25M +$1.25M +25,855 New
C
183
CEDRUS
Colorado
$1.23M -$77.3K -1,599 -6%
WE
184
Wealth Effects
Massachusetts
$1.22M -$552K -11,428 -31%
RA
185
RFG Advisory
Alabama
$1.21M -$206K -4,264 -15%
SPIA
186
Steward Partners Investment Advisory
New York
$1.19M -$45.6K -943 -4%
DAS
187
Dynamic Advisor Solutions
Arizona
$1.17M +$1.17M +24,238 New
OPS
188
Orion Portfolio Solutions
Nebraska
$1.17M -$5.97K -124 -0.5%
BCI
189
Brinker Capital Investments
Pennsylvania
$1.17M -$5.97K -124 -0.5%
PTC
190
Private Trust Company
Ohio
$1.16M +$725 +15 +0.1%
SWM
191
Stockman Wealth Management
Montana
$1.12M -$781K -16,160 -41%
GRP
192
Global Retirement Partners
California
$1.06M +$98.7K +2,037 +10%
MWM
193
Mattern Wealth Management
Kansas
$1.05M +$1.98K +41 +0.2%
RWPA
194
Richard W. Paul & Associates
Michigan
$1.05M +$8.41K +174 +0.8%
US Bancorp
195
US Bancorp
Minnesota
$1.03M +$320K +6,632 +45%
Prudential Financial
196
Prudential Financial
New Jersey
$1.03M +$1.03M +21,241 New
KFP
197
KMG Fiduciary Partners
Ohio
$1.02M +$58.5K +1,210 +6%
6F
198
626 Financial
Michigan
$1.01M -$359K -7,430 -26%
CWM
199
Concentrum Wealth Management
California
$1M -$93.5K -1,935 -9%
TC
200
Trilogy Capital
California
$992K +$11.2K +231 +1%
6 7
8
9 10