LMBS icon

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

Overview Fund Activity

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.

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFP Advisors
Florida
$6.94M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$3.69M
3
GWM
3
Geneos Wealth Management
Colorado
$2.49M
4
Jane Street
4
Jane Street
New York
$2.21M
5
LPL Financial
5
LPL Financial
California
$2.23M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.57M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$35K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
IFP Advisors
Florida
$6.94M 135,299 +135,299 New
FIM
2
Freedom Investment Management
Connecticut
$4.06M 79,623 +11,542 +17%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$3.69M 72,256 +72,256 New
GWM
4
Geneos Wealth Management
Colorado
$2.49M 48,966 +48,966 New
LPL Financial
5
LPL Financial
California
$2.23M 43,696 +39,718 +998%
Jane Street
6
Jane Street
New York
$2.21M 43,387 +43,387 New
FHC
7
First Heartland Consultants
Missouri
$1.95M 38,316 +38,316 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.57M 30,715 -2,764 -8%
MFS
9
MSI Financial Services
Massachusetts
$371K 7,268 +5,737 +375%
Bank of America
10
Bank of America
North Carolina
$252K 4,941 +1,455 +42%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$67K 1,323 +1,323 New
AIG
12
American International Group
New York
$48K 942 +865 +1,123%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$35K 688 -206 -23%
TRCT
14
Tower Research Capital (TRC)
New York
$5K 96 +35 +57%
VKH
15
Virtu KCG Holdings
New York
– – -19,851 Closed