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

Overview Fund Activity

363 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 132 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+12
Holders Change %
+3.42%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
132
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$414M
2
WFS
Weitzel Financial Services
Iowa
$223M
3
UBS Group
UBS Group
Switzerland
$449M
4
Citadel Advisors
Citadel Advisors
Florida
$105M
5
Morgan Stanley
Morgan Stanley
New York
$956M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$282M
2
RBA
Richard Bernstein Advisors
New York
$47.2M
3
Jane Street
Jane Street
New York
$32.4M
4
Truist Financial
Truist Financial
North Carolina
$52.4M
5
HSA
HBK Sorce Advisory
Pennsylvania
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
201
DFPG Investments
Utah
$950K +$226K +4,448 +31%
WDC
202
Woodward Diversified Capital
California
$948K +$439K +8,615 +86%
PFA
203
Pinnacle Family Advisors
Missouri
$913K -$409K -8,040 -31%
KPWS
204
Kestra Private Wealth Services
Texas
$898K -$208K -4,081 -19%
1W
205
1776 Wealth
Georgia
$889K +$193K +3,800 +28%
SS
206
Simplicity Solutions
Minnesota
$859K -$323K -6,344 -27%
MHS
207
M Holdings Securities
Oregon
$847K -$334K -6,553 -28%
MOS
208
MGO One Seven
Ohio
$847K +$179K +3,510 +27%
AP
209
Agilis Partners
Massachusetts
$845K -$15.7M -307,435 -95%
RJT
210
Raymond James Trust
Florida
$824K +$181K +3,555 +28%
AssetMark Inc
211
AssetMark Inc
California
$817K -$458 -9 -0.1%
IA
212
Insight Advisors
Pennsylvania
$783K +$254 +5 +0%
BRWA
213
B. Riley Wealth Advisors
Florida
$773K +$74.1K +1,454 +11%
BA
214
Ballew Advisors
Mississippi
$761K -$625K -12,281 -45%
GIA
215
Gladstone Institutional Advisory
Florida
$739K +$338K +6,644 +84%
SEP
216
Southland Equity Partners
Missouri
$726K -$14.3K -280 -2%
HIS
217
Harvest Investment Services
Illinois
$709K +$3.66K +72 +0.5%
MSFS
218
Main Street Financial Solutions
Pennsylvania
$706K -$589K -11,570 -45%
TW
219
Towerpoint Wealth
California
$689K +$31K +610 +5%
CRCM
220
Corbett Road Capital Management
Virginia
$688K -$124K -2,441 -15%
CWA
221
Clarus Wealth Advisors
Arizona
$683K +$29.9K +588 +5%
GRP
222
Global Retirement Partners
California
$679K -$232K -4,553 -25%
LWM
223
Laidlaw Wealth Management
New York
$659K -$196K -3,846 -23%
PPP
224
Private Portfolio Partners
New Jersey
$649K +$649K +12,749 New
LFG
225
Larson Financial Group
Missouri
$639K +$9.27K +182 +1%
7 8
9
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