First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
375 hedge funds and large institutions have $3.14B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 162 reducing their positions, and 31 closing their positions.
10% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 31
3% more capital invested
Capital invested by funds: $3.04B → $3.14B (+$105M)
0.63% more ownership
Funds ownership: 77.87% → 78.49% (+0.63%)
1% less funds holding
Funds holding: 379 → 375 (-4)
12% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 162
13% less funds holding in top 10
Funds holding in top 10: 24 → 21 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$49.9M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$21.7M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$20.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.2M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$16.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.5M |
| 4 |
Morgan Stanley
New York
|
-$14M |
| 5 |
PBF
Petix & Botte Financial
La Mesa,
California
|
-$11.3M |
LMBS Hedge Fund Activity: Q1 2024 in Review
375 of the 6,958 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 2024, worth a combined $3.14B — up 3.5% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new LMBS positions and 31 closed out — a net gain of 3 holders — while 142 added to existing stakes and 162 trimmed.
The largest buyer was LPL Financial, adding an estimated $49.9M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.
- 375 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2024, down from 379 in Q4 2023.
- Funds reported $3.14B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2024, up 3.5% quarter-over-quarter.
- 34 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2024 and 31 closed out, a net change of +3 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2024 was LPL Financial, an estimated $49.9M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $21.2M sold.
Based on aggregated 13F filings for Q1 2024.