LMBS icon

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

169 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.77%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
44
Increased
86
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$247M 4,832,392 +496,947 +11%
Bank of America
2
Bank of America
North Carolina
$140M 2,738,505 +533,426 +24%
Wells Fargo
3
Wells Fargo
California
$123M 2,404,425 +817,887 +52%
UBS Group
4
UBS Group
Switzerland
$108M 2,112,274 +152,112 +8%
LPL Financial
5
LPL Financial
California
$64.4M 1,262,335 +70,942 +6%
UCFA
6
United Capital Financial Advisors
Texas
$46.1M 903,917 +173,088 +24%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$29.6M 580,318 +77,033 +15%
AFA
8
Arlington Financial Advisors
California
$25.9M 507,961 +507,961 New
RJA
9
Raymond James & Associates
Florida
$24.9M 487,163 +114,190 +31%
SBL
10
Sargent Bickham Lagudis
Colorado
$21.8M 426,962 +426,962 New
TCM
11
TD Capital Management
Tennessee
$18.4M 360,986 +305,210 +547%
Stifel Financial
12
Stifel Financial
Missouri
$17.5M 342,857 +37,868 +12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$16.2M 317,719 +13,945 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.9M 312,347 -101,049 -24%
MMA
15
Miracle Mile Advisors
California
$15.5M 303,222 +37,235 +14%
LFAS
16
Level Four Advisory Services
Texas
$13.8M 269,677 +52,515 +24%
AWMS
17
Advocacy Wealth Management Services
Georgia
$12.7M 248,074 -76,093 -23%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$11.6M 227,926 +46,999 +26%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.3M 222,089 +108,926 +96%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$10.7M 209,597 +105,723 +102%
GBT
21
Grove Bank & Trust
Florida
$9.77M 191,270 +25,901 +16%
CCM
22
Condor Capital Management
New Jersey
$8.98M 175,872 +175,872 New
MML Investors Services
23
MML Investors Services
Massachusetts
$8.86M 173,500 +22,608 +15%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$8.83M 172,999 +172,999 New
FAM
25
Flaharty Asset Management
Florida
$8.8M 172,366 -10,119 -6%