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

Overview Fund Activity

410 hedge funds and large institutions have $3.93B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 145 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+24
Holders Change %
+6.22%
% of All Funds
5.46%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
62
Increased
168
Reduced
145
Closed
27
Calls
$195K
Puts
–
Net Calls
+$195K
Net Calls Change
+$195K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$83.9M
2
LPL Financial
LPL Financial
California
$451M
3
LCAM
London & Capital Asset Management
United Kingdom
$14.7M
4
AI
Atria Investments
North Carolina
$13.1M
5
Mariner
Mariner
Kansas
$12M

Top Sellers

1
GI
Gradient Investments
Minnesota
$260K
2
FEG
Financial Enhancement Group
Indiana
$12.2M
3
Morgan Stanley
Morgan Stanley
New York
$587M
4
EE
EWG Elevate
California
$11.1M
5
Bank of America
Bank of America
North Carolina
$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
176
Patten Group
Tennessee
$1.77M +$372K +7,641 +27%
CPBTD
177
Central Pacific Bank - Trust Division
Hawaii
$1.73M -$1.06M -21,690 -38%
CFGS
178
Concourse Financial Group Securities
Alabama
$1.61M -$93.3K -1,915 -5%
FHB
179
First Hawaiian Bank
Hawaii
$1.58M -$608K -12,493 -28%
AWMNY
180
Arcadia Wealth Management (New York)
New York
$1.56M +$1.56M +32,123 New
WWA
181
Wisconsin Wealth Advisors
Wisconsin
$1.55M +$1.55M +31,898 New
CAS
182
Coppell Advisory Solutions
Texas
$1.54M +$543K +11,157 +54%
NFG
183
Nations Financial Group
Iowa
$1.5M +$65.7K +1,350 +5%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$1.12M +23,050 +315%
CPIG
185
Chicago Partners Investment Group
Illinois
$1.47M -$18.3K -377 -1%
CPIA
186
Cornell Pochily Investment Advisors
New York
$1.44M -$361K -7,423 -20%
PCG
187
Prosperity Consulting Group
Maryland
$1.44M +$186K +3,821 +15%
SG
188
StoneX Group
New York
$1.42M +$1.42M +29,206 New
PWM
189
Perigon Wealth Management
California
$1.41M +$294K +6,040 +26%
PIA
190
Perennial Investment Advisors
California
$1.41M +$272K +5,592 +24%
AFM
191
Abbot Financial Management
Massachusetts
$1.39M +$339K +6,975 +32%
Jane Street
192
Jane Street
New York
$1.38M +$1.38M +28,409 New
Jones Financial Companies
193
Jones Financial Companies
Missouri
$1.34M +$1.19M +24,466 +805%
FA
194
Faithward Advisors
Pennsylvania
$1.33M +$6.86K +141 +0.5%
SF
195
Summit Financial
New Jersey
$1.33M +$241K +4,950 +22%
BWA
196
BlueChip Wealth Advisors
Georgia
$1.32M -$321K -6,598 -20%
RWPA
197
Richard W. Paul & Associates
Michigan
$1.3M -$4.28K -88 -0.3%
GAA
198
Global Assets Advisory
Florida
$1.3M – – –
CAP
199
Columbia Advisory Partners
Washington
$1.3M +$71K +1,459 +6%
TWM
200
TCFG Wealth Management
California
$1.28M +$25.2K +517 +2%
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