We are live on ! Find out more
LMBS icon

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

286 hedge funds and large institutions have $3.65B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 27

54% more funds holding in top 10

Funds holding in top 10: 2437 (+13)

47% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 88

37% more capital invested

Capital invested by funds: $2.66B → $3.65B (+$985M)

6% more funds holding

Funds holding: 269286 (+17)

5.65% more ownership

Funds ownership: 67.19%72.84% (+5.7%)

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
6.3%
Holding in Top 10
37
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+54.17%
% of All Funds
0.82%
New
51
Increased
129
Reduced
88
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
226
Clearwater Capital Advisors
Illinois
$303K -$176K -3,390 -36%
IAP
227
Indie Asset Partners
Indiana
$298K +$36.3K +700 +14%
RFN
228
RDA Financial Network
Iowa
$292K -$319K -6,146 -52%
FA
229
Faithward Advisors
Pennsylvania
$268K -$2.42M -46,554 -90%
SAM
230
SignalPoint Asset Management
Missouri
$264K +$269K +5,186 New
CCG
231
Chatham Capital Group
Georgia
$250K
CBFP
232
Cedar Brook Financial Partners
Ohio
$243K +$247K +4,763 New
LA
233
LexAurum Advisors
Kansas
$241K -$1.98M -38,228 -89%
TLP
234
Trinity Legacy Partners
Texas
$234K +$236K +4,544 New
SAM
235
Secure Asset Management
Michigan
$228K -$150K -2,890 -39%
CA
236
Crumly & Associates
Illinois
$222K +$226K +4,360 New
ACI
237
Alpha Cubed Investments
California
$218K
FLI
238
Family Legacy Inc
South Carolina
$218K
OPA
239
Old Port Advisors
Maine
$218K +$222K +4,266 New
AF
240
Advisornet Financial
Minnesota
$189K +$188K +3,613 +3,649%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$185K
MWM
242
MBE Wealth Management
Wisconsin
$169K +$172K +3,316 New
GSWM
243
Golden State Wealth Management
California
$166K +$169K +3,250 New
GFPC
244
Global Financial Private Client
Florida
$166K -$16.8K -324 -9%
BWL
245
Bogart Wealth LLC
Virginia
$149K
FCA
246
FinTrust Capital Advisors
South Carolina
$134K +$136K +2,620 New
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$119K +$94.8K +1,825 +365%
JCM
248
Jacobi Capital Management
Pennsylvania
$112K -$115K -2,207 -50%
FGAM
249
Financial Gravity Asset Management
Texas
$108K -$89.8K -1,730 -45%
WP
250
WealthShield Partners
North Carolina
$103K -$10.9K -209 -9%