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

304 hedge funds and large institutions have $4.12B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 77

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

13% more capital invested

Capital invested by funds: $3.65B → $4.12B (+$476M)

6% more funds holding

Funds holding: 286304 (+18)

1.05% more ownership

Funds ownership: 72.84%73.9% (+1.1%)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

Holders
304
Holders Change
+18
Holders Change %
+6.29%
% of All Funds
6.23%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.66%
New
40
Increased
158
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$450K +$258 +5 +0.1%
P
227
&Partners
Tennessee
$442K +$442K +8,557 New
SAM
228
SignalPoint Asset Management
Missouri
$432K +$163K +3,165 +61%
TWM
229
Titus Wealth Management
California
$428K -$207K -4,000 -33%
GCA
230
Genesee Capital Advisors
New York
$419K +$92.2K +1,786 +28%
FLI
231
Family Legacy Inc
South Carolina
$419K +$197K +3,815 +89%
BCI
232
Brinker Capital Investments
Pennsylvania
$418K +$418K +8,094 New
MWM
233
MBE Wealth Management
Wisconsin
$406K +$235K +4,548 +137%
5L
234
55I LLC
Massachusetts
$405K -$66.8K -1,293 -14%
CA
235
Calton & Associates
Florida
$405K +$35.7K +691 +10%
LAS
236
Lloyd Advisory Services
Georgia
$392K -$48.5K -939 -11%
VBFG
237
Vishria Bird Financial Group
Tennessee
$380K
MCCP
238
Mission Creek Capital Partners
California
$357K +$14.6K +283 +4%
PA
239
PFG Advisors
Arizona
$350K -$20.1K -390 -5%
RJT
240
Raymond James Trust
Florida
$339K -$19.6K -380 -5%
HIM
241
Hanlon Investment Management
New Jersey
$335K -$36.7K -710 -10%
IAP
242
Indie Asset Partners
Indiana
$303K
PTP
243
Platform Technology Partners
New York
$300K +$299K +5,800 New
RFN
244
RDA Financial Network
Iowa
$296K
TA
245
TFG Advisers
Michigan
$291K +$291K +5,644 New
DAS
246
Dynamic Advisor Solutions
Arizona
$283K +$283K +5,472 New
AWA
247
Acorn Wealth Advisors
Michigan
$282K +$282K +5,464 New
BFA
248
Brendel Financial Advisors
New Hampshire
$277K -$1.89M -36,582 -87%
LA
249
LexAurum Advisors
Kansas
$253K +$8.16K +158 +3%
AF
250
Advisornet Financial
Minnesota
$250K +$57.9K +1,121 +30%