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

3 hedge funds and large institutions have $74K invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

825% more capital invested

Capital invested by funds: $8K → $74K (+$66K)

50% more funds holding

Funds holding: 2 → 3 (+1)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFS
MSI Financial Services
Massachusetts
+$65.5K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1
MSI Financial Services
Massachusetts
$66K +$65.5K +1,292 New
Bank of America
2
Bank of America
North Carolina
$7K – – –
TRCT
3
Tower Research Capital (TRC)
New York
$1K – – –

LMBS Hedge Fund Activity: Q1 2015 in Review

3 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) for Q1 2015, worth a combined $74K — up 825% from $8K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new LMBS positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was MSI Financial Services, opening a new position worth an estimated $65.5K.

  • 3 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2015, up from 2 in Q4 2014.
  • Funds reported $74K of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2015, up 825% quarter-over-quarter.
  • 1 fund opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2015 and 0 closed out, a net change of +1 holder.
  • The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2015 was MSI Financial Services, an estimated $65.5K added.

Based on aggregated 13F filings for Q1 2015.