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

309 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $4.12B → $4.48B (+$359M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more funds holding

Funds holding: 304309 (+5)

0.1% less ownership

Funds ownership: 73.9%73.8% (-0.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $553K

Holders
309
Holders Change
+5
Holders Change %
+1.64%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
26
Increased
161
Reduced
89
Closed
20
Calls
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
Larson Financial Group
Missouri
$526K -$489K -9,460 -48%
SIAP
227
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$517K
FWM
228
Frontier Wealth Management
Missouri
$506K +$724 +14 +0.1%
BCM
229
Breiter Capital Management
Florida
$500K +$500K +9,671 New
HIS
230
Harvest Investment Services
Illinois
$497K +$297K +5,739 +148%
1W
231
1776 Wealth
Georgia
$485K
HWM
232
Holloway Wealth Management
Florida
$482K
TC
233
Telemus Capital
Michigan
$477K +$26.5K +513 +6%
TSS
234
Two Sigma Securities
New York
$468K +$468K +9,052 New
AF
235
Allworth Financial
California
$451K +$259 +5 +0.1%
JCM
236
Jacobi Capital Management
Pennsylvania
$449K -$7.61K -147 -2%
JIP
237
Jaffetilchin Investment Partners
Florida
$442K -$655K -12,666 -60%
PAS
238
Partnervest Advisory Services
California
$429K +$429K +8,295 New
AW
239
ACG Wealth
Georgia
$420K -$89.7K -1,733 -18%
FLI
240
Family Legacy Inc
South Carolina
$419K
BCI
241
Brinker Capital Investments
Pennsylvania
$418K
BHWM
242
Bay Harbor Wealth Management
Maryland
$412K -$59.4K -1,148 -13%
RJT
243
Raymond James Trust
Florida
$408K +$69.4K +1,342 +20%
MWM
244
MBE Wealth Management
Wisconsin
$406K
CA
245
Calton & Associates
Florida
$405K
AA
246
AlphaMark Advisors
Kentucky
$398K +$316K +6,100 +382%
TLP
247
Trinity Legacy Partners
Texas
$392K +$189K +3,655 +93%
Lido Advisors
248
Lido Advisors
California
$387K +$140K +2,700 +56%
MCCP
249
Mission Creek Capital Partners
California
$357K +$414 +8 +0.1%
CF
250
Centaurus Financial
California
$355K -$2.3M -44,369 -87%