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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
ECM
251
ETrade Capital Management
Virginia
$250K +$250K +4,835 New
Lido Advisors
252
Lido Advisors
California
$247K +$247K +4,788 New
CBFP
253
Cedar Brook Financial Partners
Ohio
$242K -$3.92K -76 -2%
CCG
254
Chatham Capital Group
Georgia
$233K -$20.7K -400 -8%
SAM
255
Secure Asset Management
Michigan
$231K +$826 +16 +0.4%
FA
256
Faithward Advisors
Pennsylvania
$227K -$44.8K -867 -16%
FA
257
FDx Advisors
Illinois
$226K +$226K +4,382 New
CA
258
Crumly & Associates
Illinois
$225K
ACI
259
Alpha Cubed Investments
California
$221K
OPA
260
Old Port Advisors
Maine
$220K
TLP
261
Trinity Legacy Partners
Texas
$204K -$31.1K -602 -13%
BPA
262
Beacon Pointe Advisors
California
$202K +$202K +3,909 New
BFA
263
Beacon Financial Advisory
Ohio
$200K +$200K +3,877 New
HIS
264
Harvest Investment Services
Illinois
$200K +$200K +3,879 New
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$185K
FCA
266
FinTrust Capital Advisors
South Carolina
$183K +$47.8K +925 +35%
TFS
267
TrustCore Financial Services
Tennessee
$165K -$841K -16,279 -84%
BWL
268
Bogart Wealth LLC
Virginia
$151K
GFPC
269
Global Financial Private Client
Florida
$150K -$17.5K -338 -10%
William Blair & Company
270
William Blair & Company
Illinois
$141K +$90.4K +1,751 +178%
WP
271
WealthShield Partners
North Carolina
$104K +$103 +2 +0.1%
PMFA
272
Plante Moran Financial Advisors
Michigan
$99K
OPS
273
Orion Portfolio Solutions
Nebraska
$98K +$71.6K +1,386 +270%
HWM
274
Holloway Wealth Management
Florida
$86K
AA
275
AlphaMark Advisors
Kentucky
$82K +$37.2K +720 +82%