LMBS icon

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

351 hedge funds and large institutions have $5.19B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 157 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-5
Holders Change %
-1.4%
% of All Funds
6.18%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.65%
New
32
Increased
157
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TW
226
Towerpoint Wealth
California
$660K +$87.1K +1,706 +15%
CWA
227
Clarus Wealth Advisors
Arizona
$656K +$67.5K +1,321 +11%
CAS
228
Cascadia Advisory Services
Oregon
$650K +$650K +12,737 New
UR
229
USCA RIA
Texas
$648K -$84.3K -1,650 -12%
ACM
230
Anfield Capital Management
California
$648K +$254K +4,970 +64%
RJT
231
Raymond James Trust
Florida
$645K +$328K +6,426 +104%
IF
232
Intrua Financial
Texas
$644K +$56.2K +1,099 +10%
LFG
233
Larson Financial Group
Missouri
$632K +$76.9K +1,506 +14%
Koshinski Asset Management
234
Koshinski Asset Management
Illinois
$626K +$56.3K +1,102 +10%
UWM
235
USAdvisors Wealth Management
Minnesota
$610K -$988K -19,354 -62%
BZWA
236
Blue Zone Wealth Advisors
California
$608K -$42.1K -825 -6%
JCM
237
Jacobi Capital Management
Pennsylvania
$604K +$145K +2,838 +32%
CFG
238
Cooper Financial Group
California
$593K +$3.11K +61 +0.5%
CWM
239
Cornerstone Wealth Management
Missouri
$561K -$163K -3,188 -22%
OA
240
Oxbow Advisors
Texas
$558K -$123K -2,410 -18%
1IA
241
1834 Investment Advisors
Wisconsin
$547K
AA
242
AlphaMark Advisors
Kentucky
$538K +$145K +2,840 +37%
RIS
243
Retirement Income Solutions
Michigan
$526K -$29.8K -584 -5%
TCM
244
Telos Capital Management
California
$518K -$114K -2,226 -18%
NWM
245
Northwest Wealth Management
Iowa
$518K -$63.8K -1,249 -11%
APC
246
Aspire Private Capital
North Carolina
$517K -$613K -12,007 -54%
MBT
247
Montecito Bank & Trust
California
$517K +$34.1K +669 +7%
WDC
248
Woodward Diversified Capital
California
$511K
SMF
249
Sterling Manor Financial
New York
$504K -$192K -3,763 -28%
BF
250
BOK Financial
Oklahoma
$498K +$184K +3,605 +59%