LMBS icon

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

36 hedge funds and large institutions have $117M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+17
Holders Change %
+89.47%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
13
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.4M 693,787 +583,790 +531%
Bank of America
2
Bank of America
North Carolina
$20.3M 386,699 +364,478 +1,640%
LPL Financial
3
LPL Financial
California
$7.04M 134,054 +89,250 +199%
FIM
4
Freedom Investment Management
Connecticut
$5.27M 100,613 -9,800 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.68M 89,259 +79,032 +773%
BTS
6
BB&T Securities
Virginia
$4.63M 88,315 +7,186 +9%
FTUS
7
Flow Traders U.S.
New York
$4.04M 76,953 +76,953 New
SCA
8
Snowden Capital Advisors
New York
$3.61M 68,863 +68,863 New
GWM
9
Geneos Wealth Management
Colorado
$3.48M 66,454 +7,538 +13%
BFG
10
Beacon Financial Group
Texas
$3.24M 61,745 +61,745 New
FAAS
11
First Allied Advisory Services
California
$2.64M 50,317 +4,932 +11%
FHC
12
First Heartland Consultants
Missouri
$2.45M 46,672 +7,113 +18%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.23M 42,460 +42,460 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.16M 41,131 +41,131 New
BWM
15
BerganKDV Wealth Management
Minnesota
$1.68M 32,058 +22,401 +232%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.41M 26,922 -736 -3%
MFS
17
MSI Financial Services
Massachusetts
$1.36M 25,887 +13,948 +117%
MMA
18
Miracle Mile Advisors
California
$1.29M 24,595 +24,595 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.14M 21,722 +13,566 +166%
DADC
20
D.A. Davidson & Co
Montana
$1.07M 20,433 +20,433 New
MIAN
21
Mariner Independent Advisor Network
Kansas
$800K 15,269 +15,269 New
AG
22
Advisor Group
Arizona
$787K 15,024 -1,567 -9%
Stifel Financial
23
Stifel Financial
Missouri
$696K 13,276 +13,276 New
PFS
24
Prospera Financial Services
Texas
$619K 11,817 +5,601 +90%
NA
25
NewEdge Advisors
Louisiana
$556K 10,600 +10,600 New