LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF - Net Long/Short Value

First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
US ˙ NasdaqGM ˙ US33739Q2003

LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF - Net Long/Short Value
Na tej stronie znajdują się wyceny netto pozycji długich/krótkich dla każdego pakietu instytucjonalnego zgłoszonego za pośrednictwem zgłoszeń 13F lub NPORT. Aby obliczyć wartość netto pozycji długiej/krótkiej, do wartości opcji call dodajemy wartość kapitału własnego i odejmujemy wartość opcji put. Fundusze wykazujące, że pozycje z pożyczką na shortowanie będą wykazywać wartości akcji jako ujemne. Długie pozycje netto będą miały wartości dodatnie w kolumnie długie/krótkie netto, a krótkie pozycje netto będą miały w tej kolumnie wartości ujemne.
Właściciel Wartość kapitału
(1000$)
Wartość opcji call
(1000$)
Wartość opcji put
(1000$)
Długa/krótka netto
(1000$)
Claris Financial LLC
Janney Montgomery Scott LLC
Pacific Excel Wealth Advisors, Inc.
Elevated Capital Advisors, LLC
Gill Capital Partners, Llc
Independent Advisor Alliance
Gateway Wealth Partners, LLC
Ballew Advisors, Inc
Sound Income Strategies, LLC
RWM Asset Management, LLC
Cottonwood Capital Advisors, Llc
Advisor Group Holdings, Inc.
IMA Wealth, Inc.
Bellevue Asset Management, Llc
Vivaldi Capital Management, LLC
Creative Financial Designs Inc /adv
Weitzel Financial Services, Inc.
First Command Advisory Services, Inc.
Cambridge Investment Research Advisors, Inc.
HBW Advisory Services LLC
Huntington National Bank
Northeast Planning Associates, Inc. / Nh /
Strategic Financial Concepts, LLC
Curio Wealth, Llc
U.S. Capital Wealth Advisors, LLC
Argent Advisors, Inc.
Cetera Investment Advisers
Morgan Stanley
Inspirion Wealth Advisors, Llc
True Wealth Design, LLC
Golden State Wealth Management, LLC
SILVER OAK SECURITIES, Inc
Citigroup Inc
Mainsail Financial Group, LLC
Hidden Cove Wealth Management, LLC
Sigma Planning Corp
MAI Capital Management
Entruity Wealth, LLC
Retirement Income Solutions, Inc
Salomon & Ludwin, LLC
My Portfolio Guide, LLC
Geneos Wealth Management Inc.
Ssi Investment Management Llc
UBS Group AG
Pnc Financial Services Group, Inc.
Calton & Associates, Inc.
Summit Wealth Group Llc / Co
Bigelow Investment Advisors, LLC
Plus Group Wealth Advisors LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Family Legacy, Inc.
Sowell Financial Services LLC
Mariner, LLC
Platform Technology Partners
OakTrust Wealth Advisors, LLC
Perennial Investment Advisors, LLC
Avion Wealth
Rossby Financial, LCC
Jpmorgan Chase & Co
Wealth Enhancement Trust Services, Inc.
HighTower Advisors, LLC
Plotkin Financial Advisors, LLC
Brookstone Capital Management
Valley Financial Group, Inc.
VestGen Advisors, LLC
Private Trust Co Na
Columbia Advisory Partners Llc
AdvisorNet Financial, Inc
Bartlett & Co. Wealth Management Llc
Captrust Financial Advisors
Fifth Third Bancorp
Searcy Financial Services Inc /adv
National Wealth Management Group, LLC
Farther Finance Advisors, LLC
Center for Financial Planning, Inc.
BAM Wealth Management, LLC
Truist Financial Corp
Wealthcare Advisory Partners LLC
Ubs Asset Management Americas Inc
American National Bank
Jane Street Group, Llc
Harbor Investment Advisory, Llc
Grove Bank & Trust
Ambassador Advisors, LLC
SBI Securities Co., Ltd.
Burke & Herbert Bank & Trust Co
Sanctuary Advisors, LLC
Pensionmark Financial Group, Llc
Ferguson Shapiro LLC
Zacks Investment Management
Concurrent Investment Advisors, LLC
Luminist Capital LLC
Wesbanco Bank Inc
TBH Global Asset Management, LLC
Laraway Financial Inc
Sargent Investment Group, LLC
Ameritas Advisory Services, LLC
Benjamin Edwards Inc
Claro Advisors LLC
Main Street Financial Solutions, LLC
Merkkuri Wealth Advisors LLC
Smithfield Trust Co
Blair William & Co/il
Kestra Advisory Services, LLC
Friedenthal Financial
IMG Wealth Management, Inc.
Sapient Capital Llc
Greykasell Wealth Strategies, Inc.
Walkner Condon Financial Advisors LLC
Guardian Wealth Advisors, Llc / Nc
Chiron Capital Management, Llc
Crusonia Wealth Advisors LLC
Principal Securities, Inc.
Jaffetilchin Investment Partners, LLC
Per Stirling Capital Management, LLC.
Arcadia Wealth Management, Inc.
Wealth Management Associates, Inc.
Larson Financial Group LLC
LPL Financial LLC
Winebrenner Capital Management Llc
SRS Capital Advisors, Inc.
TD Capital Management LLC
Stonehaven Wealth & Tax Solutions, Llc
Key Capital Management, INC
Avaii Wealth Management, Llc
Tucker Asset Management Llc
Braun-Bostich & Associates Inc.
Aptus Capital Advisors, LLC
TL Private Wealth
Rockefeller Capital Management L.P.
Allworth Financial LP
NewEdge Wealth, LLC
Archer Investment Corp
Perigon Wealth Management, LLC
Talon Private Wealth, LLC
Laurel Oak Wealth Management, Llc
Long Run Wealth Advisors, LLC
Bnp Paribas Arbitrage, Sa
Independent Wealth Network Inc.
Iams Wealth Management, Llc
Apollon Wealth Management, LLC
Chris Bulman Inc
Meridian Wealth Management, LLC
Morey & Quinn Wealth Partners, LLC
Petix & Botte Co
Kingsview Wealth Management, LLC
Mutual Advisors, LLC
Private Advisor Group, LLC
Fmr Llc
EverSource Wealth Advisors, LLC
Win Advisors, Inc
Triumph Capital Management
Kovack Advisors, Inc.
Quest 10 Wealth Builders, Inc.
Team Financial Group, LLC
Mosley Wealth Management
Envestnet Portfolio Solutions, Inc.
Commonwealth Financial Services, LLC
Barnes Dennig Private Wealth Management LLC
Private Client Services, Llc
Clifford Swan Investment Counsel Llc
Motiv8 Investments LLC
Synergy Investment Management, LLC
Ascent Group, LLC
We Are One Seven, LLC
GeoWealth Management, LLC
Triad Wealth Partners, LLC
TCP Asset Management, LLC
BlueChip Wealth Advisors LLC
Colony Group, LLC
Avestar Capital, LLC
London & Capital Asset Management Ltd
First Trust Advisors Lp
Raymond James Financial Inc
Sunbelt Securities, Inc.
Fairway Financial, LLC
Oppenheimer & Co Inc
Integrity Wealth Advisors, Inc.
Coastal Investment Advisors, Inc.
Retirement Guys Formula Llc
Prime Capital Investment Advisors, LLC
Bank Of America Corp /de/
Keystone Wealth Services, LLC
SHP Wealth Management
Evolve Private Wealth, Llc
Western Wealth Management, LLC
StrongBox Wealth, LLC
Goldstone Financial Group, LLC
Maia Wealth LLC
Hamilton Wealth, LLC
Patten Group, Inc.
RiverTree Advisors, LLC
Endeavor Private Wealth, Inc.
Trilogy Capital Inc.
J.M. Arbour, LLC
Marino, Stram & Associates Llc
Sovran Advisors, LLC
Global Retirement Partners, LLC
RFG Advisory, LLC
IFC & Insurance Marketing, Inc.
Dynamic Advisor Solutions LLC
Mount Yale Investment Advisors, LLC
Tidemark, LLC
Harwood Advisory Group, LLC
Acorn Wealth Advisors, LLC
Berger Financial Group, Inc
Smithbridge Asset Management Inc/de
DHJJ Financial Advisors, Ltd.
Vise Technologies, Inc.
Fairvoy Private Wealth, LLC
Raleigh Capital Management Inc.
Arkadios Wealth Advisors
Farmers & Merchants Trust Co of Long Beach
Entelevest, LLC
Rothschild Investment Llc
Cypress Capital Group
Embree Financial Group
Novem Group
International Assets Investment Management, Llc
Carrera Capital Advisors
TRB Wealth Management, LLC
Premier Private Wealth Management LLC
Center For Asset Management LLC
Nbc Securities, Inc.
McIlrath & Eck, LLC
Cwm, Llc
Paradigm Financial Partners, Llc
Thrivent Financial For Lutherans
BostonPremier Wealth LLC
Wealth Enhancement Advisory Services, Llc
1776 Wealth LLC
Creative Planning
Dorsey & Whitney Trust CO LLC
Royal Bank Of Canada
Foundations Investment Advisors, LLC
Stratos Wealth Advisors, LLC
Ameriflex Group, Inc.
Ancora Advisors, LLC
Mission Financial Group, LLC
Independent Financial Group, Llc
Caitlin John, LLC
Beacon Financial Advisory LLC
Rehmann Capital Advisory Group
True Blue Financial, LLC
United Capital Financial Advisers, Llc
Assetmark, Inc
Lloyd Advisory Services, LLC.
Manhattan West Asset Management, LLC
Park Avenue Securities Llc
Morris Retirement Advisors, LLC
Clear Creek Financial Management, LLC
Founders Financial Securities Llc
Wagner Wealth Management, Llc
Tcfg Wealth Management, Llc
LaSalle St. Investment Advisors, LLC
Bank Of Montreal /can/
Waterloo Capital, L.P.
Ifrah Financial Services, Inc.
Mml Investors Services, Llc
Barrett & Company, Inc.
EdgeRock Capital LLC
Balboa Wealth Partners
Towerpoint Wealth, LLC
Nations Financial Group Inc, /ia/ /adv
Narwhal Capital Management
Hartland & Co., LLC
Y.D. More Investments Ltd
Equitable Holdings, Inc.
Atria Investments Llc
Level Four Advisory Services, Llc
Ritter Daniher Financial Advisory LLC / DE
First National Bank Of Omaha
Wealth Effects Llc
Chicago Partners Investment Group LLC
Belpointe Asset Management LLC
SMART Wealth LLC
MTM Investment Management, LLC
Financial Network Wealth Advisors LLC
Commonwealth Equity Services, Llc
Proactive Wealth Strategies LLC
Resources Investment Advisors, LLC.
Arbor Capital Management Inc /adv
Keating Financial Advisory Services, Inc.
Cerity Partners LLC
Essex LLC
Stephens Inc /ar/
Clearwater Capital Advisors, LLC
Summit Financial, LLC
Mercer Global Advisors Inc /adv
Envestnet Asset Management Inc
Cheviot Value Management, LLC
Genesee Capital Advisors, LLC
DAVENPORT & Co LLC
O'Connor Financial Group LLC
Medallion Wealth Advisors, LLC
Certified Advisory Corp
Savvy Advisors, Inc.
Northwestern Mutual Wealth Management Co
Comerica Bank
Integrated Advisors Network LLC
Centaurus Financial, Inc.
626 Financial, LLC
Stockman Wealth Management, Inc.
Cullen/frost Bankers, Inc.
Gilpin Wealth Management, Llc
Helium Advisors LLC
Focus Financial Network, Inc.
APS Management Group, Inc.
Silver Grove Financial Group, Inc.
Ausdal Financial Partners, Inc.
Wilkerson Advisory Group LLC
IFP Advisors, Inc
Mpwm Advisory Solutions, Llc
Aaron Wealth Advisors LLC
Pinnacle Bancorp, Inc.
TFB Advisors LLC
Betterment LLC
Lunt Capital Management, Inc.
Hazlett, Burt & Watson, Inc.
IHT Wealth Management, LLC
Grantvest Financial Group LLC
Summit Wealth Partners, LLC
Wolff Wiese Magana Llc
Ameritas Investment Partners, Inc.
Atwood & Palmer Inc
TCFG Investment Advisors, LLC
D.a. Davidson & Co.
Us Bancorp \de\
Wedbush Securities Inc
Whittier Trust Co Of Nevada Inc
Pine Valley Investments Ltd Liability Co
Carter Financial, LLC
Wisconsin Wealth Advisors, LLC
Quantinno Capital Management LP
Trustmark National Bank Trust Department
RMR Wealth Builders
Advisory Services Network, LLC
Harbour Investments, Inc.
Capital CS Group, LLC
Bank of New York Mellon Corp
Vestmark Advisory Solutions, Inc.
Smartleaf Asset Management LLC
Flaharty Asset Management, LLC
Marshall Investment Management, Llc
Park Square Financial Group, LLC
Genesis Private Wealth, Llc
J.w. Cole Advisors, Inc.
AE Wealth Management LLC
Kingswood Wealth Advisors, Llc
Stratos Wealth Partners, LTD.
Continuum Advisory, LLC
Dunhill Financial, LLC
Steward Partners Investment Advisory, Llc
Kerntke Otto McGlone Wealth Management Group
Centennial Wealth Advisory LLC
Signal Advisors Wealth, LLC
Daymark Wealth Partners, Llc
Prosperity Consulting Group, LLC
Integrated Wealth Concepts LLC
Prism Advisors, Inc.
Cornerstone Financial Management LLC
Spire Wealth Management
Kaydan Wealth Management, Inc.
City Holding Co
Harvest Investment Services, LLC
Raab & Moskowitz Asset Management LLC
Abbot Financial Management, Inc.
Alessandra Capital Management, LLC
CoreCap Advisors, LLC
Milestones Private Investment Advisors LLC
Great Valley Advisor Group, Inc.
Park National Corp /oh/
Snowden Capital Advisors LLC
GPS Wealth Strategies Group, LLC
James J. Burns & Company, LLC
Condor Capital Management
Occidental Asset Management, LLC
Robertson Stephens Wealth Management, LLC
Gladstone Institutional Advisory LLC
Midwest Financial Group LLC
VisionPoint Advisory Group, LLC
Synergy Financial Management, LLC
PFG Advisors
Jones Financial Companies Lllp
WCG Wealth Advisors LLC
Golden State Equity Partners
Trueblood Wealth Management, LLC
Simplicity Wealth,LLC
Wiley Bros.-aintree Capital, Llc
Smart Portfolios, LLC
AIFG Consultants Ltd.
Nbt Bank N A /ny
Susquehanna International Group, Llp
GKV Capital Management Co., Inc.
Moment Partners, LLC
Beacon Pointe Advisors, LLC
PlanVest Financial, Inc
Stifel Financial Corp
GWM Advisors LLC
Wells Fargo & Company/mn
Leo Wealth, LLC
Titleist Asset Management, Llc
Capital Investment Advisory Services, LLC
Sofos Investments, Inc.
Heartland Bank & Trust Co
Southland Equity Partners LLC
IFG Advisory, LLC
Fsb Premier Wealth Management, Inc.
Prospera Financial Services Inc
Adamsbrown Wealth Consultants Llc
Dominguez Wealth Management Solutions, Inc.
Mcguire Capital Advisors Inc
Maridea Wealth Management LLC
ProCore Advisors, LLC
Traction Financial Partners, LLC
Wagner Wealth Management, Corp
Rubicon Advisors, GP
PFS Partners, LLC
Obermeyer Wood Investment Counsel, Lllp
HighPoint Advisor Group LLC
Redhawk Wealth Advisors, Inc.
Spurstone Advisory Services, LLC
Cornell Pochily Investment Advisors, Inc.
Kestra Private Wealth Services, Llc
Strategic Blueprint, LLC
Brinker Capital Investments, LLC
American Financial Advisors, LLC
LexAurum Advisors, LLC
Heck Capital Advisors, LLC
Stenger Family Office, LLC
Legacy Edge Advisors, LLC
TrueWealth Advisors, LLC
Anfield Capital Management, LLC
Csenge Advisory Group
Koshinski Asset Management, Inc.
Ashton Thomas Private Wealth, LLC
TradeWell Securities, LLC.
Migdal Insurance & Financial Holdings Ltd.
Romano Brothers And Company
Baird Financial Group, Inc.
TopTier Wealth Management, LLC
First Horizon Corp
Endowment Wealth Management, Inc.
Insight Inv LLC
Secure Asset Management, LLC
Hilton Head Capital Partners, LLC
Waldron Private Wealth LLC
Parallel Advisors, LLC
CMC Financial Group
West Michigan Advisors, Llc
Holos Integrated Wealth LLC
Wealth Watch Advisors, INC
Change Path, LLC
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista