First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
14 hedge funds and large institutions have $25.9M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
291% more capital invested
Capital invested by funds: $6.63M → $25.9M (+$19.3M)
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
56% more funds holding
Funds holding: 9 → 14 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$6.87M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$3.67M |
| 3 |
Jane Street
New York
|
+$2.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.02M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$140K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$10.5K |
LMBS Hedge Fund Activity: Q1 2016 in Review
14 of the 3,767 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 2016, worth a combined $25.9M — up 291% from $6.63M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LMBS positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was IFP Advisors, opening a new position worth an estimated $6.87M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1M sold.
- 14 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2016, up from 9 in Q4 2015.
- Funds reported $25.9M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2016, up 291% quarter-over-quarter.
- 6 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2016 and 1 closed out, a net change of +5 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2016 was IFP Advisors, an estimated $6.87M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2016 was Virtu KCG Holdings, an estimated $1M sold.
Based on aggregated 13F filings for Q1 2016.