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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
GCA
251
Genesee Capital Advisors
New York
$351K -$68.2K -1,319 -16%
PA
252
PFG Advisors
Arizona
$351K +$983 +19 +0.3%
WMA
253
Wealth Management Associates
New Jersey
$345K +$346K +6,684 New
CWM
254
Cornerstone Wealth Management
Missouri
$339K -$212K -4,090 -38%
LAS
255
Lloyd Advisory Services
Georgia
$335K -$57.3K -1,108 -15%
WP
256
WealthShield Partners
North Carolina
$335K +$231K +4,459 +221%
TWM
257
Titus Wealth Management
California
$333K -$94.7K -1,830 -22%
RFN
258
RDA Financial Network
Iowa
$333K +$36.2K +699 +12%
PIA
259
Perennial Investment Advisors
California
$310K +$310K +6,000 New
TA
260
TFG Advisers
Michigan
$307K +$16.1K +312 +6%
5L
261
55I LLC
Massachusetts
$305K -$100K -1,934 -25%
IAP
262
Indie Asset Partners
Indiana
$302K
JWCA
263
J.W. Cole Advisors
Florida
$296K +$297K +5,732 New
AWA
264
Acorn Wealth Advisors
Michigan
$283K +$983 +19 +0.3%
ACM
265
Anfield Capital Management
California
$274K +$274K +5,302 New
DAS
266
Dynamic Advisor Solutions
Arizona
$259K -$23.5K -454 -8%
SW
267
SVB Wealth
Massachusetts
$243K +$243K +4,698 New
BFA
268
Brendel Financial Advisors
New Hampshire
$229K -$48.3K -933 -17%
CA
269
Crumly & Associates
Illinois
$225K
ACI
270
Alpha Cubed Investments
California
$221K
OPA
271
Old Port Advisors
Maine
$212K -$8.9K -172 -4%
NFG
272
Nations Financial Group
Iowa
$210K +$210K +4,067 New
CCG
273
Chatham Capital Group
Georgia
$207K -$25.9K -500 -11%
MAFM
274
Mid Atlantic Financial Management
Pennsylvania
$205K +$206K +3,977 New
BFA
275
Beacon Financial Advisory
Ohio
$200K +$207 +4 +0.1%