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
PMFA
251
Plante Moran Financial Advisors
Michigan
$98K -$55.7K -1,073 -36%
LWM
252
Liberty Wealth Management
California
$73K +$74.1K +1,427 New
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$66K
SFPG
254
Stonebridge Financial Planning Group
Florida
$66K +$50.9K +980 +327%
CAN
255
Claraphi Advisory Network
United States
$66K +$66.8K +1,287 New
EP
256
Eudaimonia Partners
Tennessee
$58K
AWA
257
Arkadios Wealth Advisors
Georgia
$53.3K -$32.8K -632 -38%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$51K
William Blair & Company
259
William Blair & Company
Illinois
$50K +$38K +732 +293%
BEI
260
Benjamin Edwards Inc
Missouri
$49K +$50K +963 New
AA
261
AlphaMark Advisors
Kentucky
$45K +$29.9K +575 +192%
VCP
262
Verus Capital Partners
Arizona
$41K -$1.3K -25 -3%
LFG
263
LifePlan Financial Group
Ohio
$39K
CFD
264
Creative Financial Designs
Indiana
$36K +$4.67K +90 +15%
CCM
265
Covington Capital Management
California
$32K +$32.4K +624 New
IFAM
266
Institutional & Family Asset Management
Colorado
$30K +$30.6K +590 New
OPS
267
Orion Portfolio Solutions
Nebraska
$26K +$26.7K +514 New
AIC
268
Archer Investment Corporation
Indiana
$18K
AAM
269
Advisors Asset Management
Colorado
$16K -$22K -423 -57%
DWM
270
Darwin Wealth Management
Florida
$15K +$15.6K +300 New
AAP
271
Arax Advisory Partners
Colorado
$14K
WCG
272
Weaver Consulting Group
California
$14K
PB
273
Pinnacle Bancorp
Nebraska
$13K +$4.36K +84 +51%
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$10K +$10.4K +200 New
S
275
SignatureFD
Georgia
$10K +$10.6K +205 New