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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 $3.63B 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
+$588M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$30M
3
FEG
Financial Enhancement Group
Indiana
+$11.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$10M
5
TC
TAP Consulting
Missouri
+$9.57M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$45.9M
2
Jane Street
Jane Street
New York
-$33.5M
3
AAP
Arax Advisory Partners
Colorado
-$22.9M
4
Truist Financial
Truist Financial
North Carolina
-$14.9M
5
LPT
Legacy Private Trust
Wisconsin
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$953K -$42.6K -882 -4%
BPA
202
Beacon Pointe Advisors
California
$948K -$700K -14,488 -42%
NS
203
NBC Securities
Alabama
$947K +$11.3K +233 +1%
CMS
204
Capital Market Strategies
Florida
$929K -$376K -7,784 -29%
HIS
205
Harvest Investment Services
Illinois
$928K +$621K +12,859 +203%
GWP
206
Gateway Wealth Partners
Wisconsin
$924K +$69.9K +1,447 +8%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$920K -$852K -17,639 -48%
AFM
208
Abbot Financial Management
Massachusetts
$915K +$11.5K +238 +1%
PG
209
Patten Group
Tennessee
$912K +$19.5K +404 +2%
JWM
210
JPL Wealth Management
Colorado
$882K +$882K +18,251 New
BRWA
211
B. Riley Wealth Advisors
Florida
$880K -$207K -4,275 -19%
RIS
212
Retirement Income Solutions
Michigan
$866K -$22.1K -458 -2%
CA
213
Continuum Advisory
Idaho
$843K -$8.75K -181 -1%
TW
214
Towerpoint Wealth
California
$832K -$18.4K -380 -2%
AWM
215
Apollon Wealth Management
South Carolina
$829K -$41.4K -857 -5%
VBFG
216
Vishria Bird Financial Group
Tennessee
$812K – – –
JWCA
217
J.W. Cole Advisors
Florida
$790K -$12.5K -258 -2%
GIA
218
Gladstone Institutional Advisory
Florida
$789K +$89K +1,841 +13%
BA
219
Ballew Advisors
Mississippi
$763K -$83.1K -1,714 -10%
HFP
220
Holistic Financial Partners
Indiana
$759K +$2.85K +59 +0.4%
RWA
221
Redhawk Wealth Advisors
Minnesota
$758K +$758K +15,684 New
CAS
222
Coppell Advisory Solutions
Texas
$755K -$339K -7,026 -31%
AWM
223
Axxcess Wealth Management
California
$751K +$25.5K +528 +4%
WWM
224
Western Wealth Management
Colorado
$750K +$137K +2,832 +22%
MW
225
Maia Wealth
Colorado
$742K +$742K +15,353 New
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