LMBS icon

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

231 hedge funds and large institutions have $2.3B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+22
Holders Change %
+10.53%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
41
Increased
104
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
176
Harvest Investment Services
Illinois
$346K +$25.7K +495 +8%
ACA
177
Aptus Capital Advisors
Alabama
$345K
WPSG
178
Wealth & Pension Services Group
Georgia
$345K +$9.36K +180 +3%
BFA
179
Brendel Financial Advisors
New Hampshire
$334K +$334K +6,432 New
ASN
180
Advisory Services Network
Georgia
$328K
NWP
181
Northstar Wealth Partners
Connecticut
$328K
GCA
182
Genesee Capital Advisors
New York
$325K -$207K -3,989 -39%
PA
183
PFG Advisors
Arizona
$301K -$21.1K -404 -7%
ACM
184
Allred Capital Management
Texas
$300K -$260K -5,005 -46%
GSWM
185
Golden State Wealth Management
California
$292K
EFL
186
ERn Financial LLC
Wisconsin
$284K -$184K -3,524 -39%
MIM
187
Moseley Investment Management
Florida
$283K -$9.05K -174 -3%
BWCS
188
Beirne Wealth Consulting Services
Connecticut
$276K -$32.5K -625 -11%
RJT
189
Raymond James Trust
Florida
$267K -$133K -2,555 -33%
IWC
190
Integrated Wealth Concepts
Massachusetts
$266K +$266K +5,116 New
AEPG
191
American Economic Planning Group
New Jersey
$255K
CCG
192
Chatham Capital Group
Georgia
$255K
IWA
193
Inspirion Wealth Advisors
Illinois
$240K +$240K +4,620 New
FGAM
194
Financial Gravity Asset Management
Texas
$237K +$1.14K +22 +0.5%
FLI
195
Family Legacy Inc
South Carolina
$222K
TC
196
TownSquare Capital
Utah
$220K +$220K +4,235 New
AWA
197
Acorn Wealth Advisors
Michigan
$215K +$215K +4,135 New
PIA
198
Pinion Investment Advisors
Kansas
$215K +$215K +4,135 New
MOS
199
MGO One Seven
Ohio
$205K +$205K +3,940 New
HPC
200
Hobart Private Capital
North Carolina
$200K -$11.7K -225 -6%