LMBS icon

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

284 hedge funds and large institutions have $3.64B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+16
Holders Change %
+5.97%
% of All Funds
6.27%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.8%
New
50
Increased
129
Reduced
87
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
226
RDA Financial Network
Iowa
$292K -$313K -6,146 -52%
FA
227
Faithward Advisors
Pennsylvania
$268K -$2.37M -46,554 -90%
SAM
228
SignalPoint Asset Management
Missouri
$264K +$264K +5,186 New
CCG
229
Chatham Capital Group
Georgia
$250K
CBFP
230
Cedar Brook Financial Partners
Ohio
$243K +$243K +4,763 New
LA
231
LexAurum Advisors
Kansas
$241K -$1.95M -38,228 -89%
TLP
232
Trinity Legacy Partners
Texas
$234K +$234K +4,544 New
SAM
233
Secure Asset Management
Michigan
$228K -$148K -2,890 -39%
CA
234
Crumly & Associates
Illinois
$222K +$222K +4,360 New
ACI
235
Alpha Cubed Investments
California
$218K
FLI
236
Family Legacy Inc
South Carolina
$218K
OPA
237
Old Port Advisors
Maine
$218K +$218K +4,266 New
AF
238
Advisornet Financial
Minnesota
$189K +$184K +3,613 +3,649%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$185K
MWM
240
MBE Wealth Management
Wisconsin
$169K +$169K +3,316 New
GSWM
241
Golden State Wealth Management
California
$166K +$166K +3,250 New
GFPC
242
Global Financial Private Client
Florida
$166K -$16.6K -324 -9%
BWL
243
Bogart Wealth LLC
Virginia
$149K
FCA
244
FinTrust Capital Advisors
South Carolina
$134K +$134K +2,620 New
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$119K +$93.4K +1,825 +365%
JCM
246
Jacobi Capital Management
Pennsylvania
$112K -$113K -2,207 -50%
FGAM
247
Financial Gravity Asset Management
Texas
$108K -$88.2K -1,730 -45%
WP
248
WealthShield Partners
North Carolina
$103K -$10.7K -209 -9%
PMFA
249
Plante Moran Financial Advisors
Michigan
$98K -$55K -1,073 -36%
LWM
250
Liberty Wealth Management
California
$73K +$73K +1,427 New