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

302 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, 156 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+18
Holders Change %
+6.34%
% of All Funds
6.21%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.64%
New
40
Increased
156
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CBFP
251
Cedar Brook Financial Partners
Ohio
$242K -$3.92K -76 -2%
CCG
252
Chatham Capital Group
Georgia
$233K -$20.7K -400 -8%
SAM
253
Secure Asset Management
Michigan
$231K +$825 +16 +0.4%
FA
254
Faithward Advisors
Pennsylvania
$227K -$44.8K -867 -16%
FA
255
FDx Advisors
Illinois
$226K +$226K +4,382 New
CA
256
Crumly & Associates
Illinois
$225K
ACI
257
Alpha Cubed Investments
California
$221K
OPA
258
Old Port Advisors
Maine
$220K
TLP
259
Trinity Legacy Partners
Texas
$204K -$31.2K -602 -13%
BPA
260
Beacon Pointe Advisors
California
$202K +$202K +3,909 New
BFA
261
Beacon Financial Advisory
Ohio
$200K +$200K +3,877 New
HIS
262
Harvest Investment Services
Illinois
$200K +$200K +3,879 New
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$185K
FCA
264
FinTrust Capital Advisors
South Carolina
$183K +$47.8K +925 +35%
TFS
265
TrustCore Financial Services
Tennessee
$165K -$839K -16,279 -84%
BWL
266
Bogart Wealth LLC
Virginia
$151K
GFPC
267
Global Financial Private Client
Florida
$150K -$17.5K -338 -10%
William Blair & Company
268
William Blair & Company
Illinois
$141K +$90.3K +1,751 +178%
WP
269
WealthShield Partners
North Carolina
$104K +$103 +2 +0.1%
PMFA
270
Plante Moran Financial Advisors
Michigan
$99K
OPS
271
Orion Portfolio Solutions
Nebraska
$98K +$71.5K +1,386 +270%
HWM
272
Holloway Wealth Management
Florida
$86K
AA
273
AlphaMark Advisors
Kentucky
$82K +$37K +720 +82%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$67K
SFPG
275
Stonebridge Financial Planning Group
Florida
$66K