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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
+$36M
2
LPL Financial
LPL Financial
California
+$34.5M
3
LCAM
London & Capital Asset Management
United Kingdom
+$14.7M
4
AI
Atria Investments
North Carolina
+$11.7M
5
Mariner
Mariner
Kansas
+$11M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$35.1M
2
FEG
Financial Enhancement Group
Indiana
-$9.21M
3
Morgan Stanley
Morgan Stanley
New York
-$8.1M
4
EE
EWG Elevate
California
-$6.32M
5
Bank of America
Bank of America
North Carolina
-$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
201
Core Wealth Partners
California
$1.25M +$80.1K +1,645 +7%
BC
202
Barrett & Company
Rhode Island
$1.23M -$8.71K -179 -0.7%
PTC
203
Private Trust Company
Ohio
$1.23M -$64.4K -1,324 -5%
OIA
204
OneDigital Investment Advisors
Kansas
$1.22M +$105K +2,162 +9%
EH
205
Equitable Holdings
New York
$1.13M -$13.7K -281 -1%
CWA
206
Centennial Wealth Advisory
Michigan
$1.13M +$671K +13,784 +147%
IA
207
IFG Advisory
Georgia
$1.12M -$397K -8,148 -26%
HA
208
Helium Advisors
Washington
$1.1M +$1.1M +22,703 New
GPW
209
Gentry Private Wealth
Kansas
$1.07M -$17.7K -363 -2%
AWM
210
Axxcess Wealth Management
California
$1.06M +$74.7K +1,534 +8%
CCG
211
Cypress Capital Group
Florida
$1.04M -$271K -5,561 -21%
TSWM
212
Tyler-Stone Wealth Management
Ohio
$1.03M +$247K +5,082 +31%
AF
213
Allworth Financial
California
$1.01M +$2.09K +43 +0.2%
IAN
214
Integrated Advisors Network
Texas
$1M -$255K -5,246 -20%
GWP
215
Gateway Wealth Partners
Wisconsin
$981K -$25.7K -529 -3%
GWSG
216
GPS Wealth Strategies Group
Colorado
$949K +$38.8K +797 +4%
PS
217
Principal Securities
Iowa
$910K +$189K +3,875 +26%
OMC
218
Old Mission Capital
Illinois
$907K +$907K +18,633 New
JWCA
219
J.W. Cole Advisors
Florida
$873K +$25.7K +529 +3%
IWA
220
Integrity Wealth Advisors
California
$864K +$864K +17,747 New
FMTC
221
Farmers & Merchants Trust Company
California
$863K +$35.2K +724 +4%
HH
222
Hilltop Holdings
Texas
$844K +$24.8K +510 +3%
FFA
223
Farther Finance Advisors
California
$843K +$75.3K +1,548 +10%
AC
224
Avestar Capital
New York
$837K -$84.6K -1,738 -9%
TW
225
Towerpoint Wealth
California
$812K +$22.9K +471 +3%
7 8
9
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