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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
AWMS
276
Advocacy Wealth Management Services
Georgia
$9K -$238K -4,592 -96%
JFA
277
JNBA Financial Advisors
Minnesota
$9K -$32.7K -630 -78%
SL
278
Salomon & Ludwin
Virginia
$9K +$9.5K +183 New
VFA
279
Valeo Financial Advisors
Indiana
$8K +$7.84K +151 New
HIA
280
Harbor Investment Advisory
Maryland
$5K +$5.45K +105 New
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$4K -$312 -6 -8%
CAGAS
282
Capital Advisory Group Advisory Services
Minnesota
$4K +$4.31K +83 New
ME
283
McIlrath & Eck
Washington
$3K
AssetMark Inc
284
AssetMark Inc
California
$2K +$2.44K +47 New
SL
285
Savior LLC
Massachusetts
$1K +$571 +11 New
IAA
286
Independent Advisor Alliance
North Carolina
-$9.91M -191,392 Closed
LWAC
287
Laurel Wealth Advisors (California)
California
-$6.64M -128,153 Closed
FHB
288
First Hawaiian Bank
Hawaii
-$2.98M -57,565 Closed
ATPW
289
Ashton Thomas Private Wealth
Arizona
-$2.13M -41,066 Closed
PPW
290
Pasadena Private Wealth
California
-$2.1M -40,574 Closed
CIA
291
Capital Investment Advisors
Georgia
-$1.01M -19,433 Closed
PP
292
Paloma Partners
Connecticut
-$995K -19,204 Closed
AWM
293
Altium Wealth Management
New York
-$895K -17,275 Closed
GLR
294
Great Lakes Retirement
Ohio
-$603K -11,646 Closed
IFG
295
Investors Financial Group
Minnesota
-$598K -11,536 Closed
AAMC
296
Asset Allocation & Management Company
Illinois
-$502K -9,691 Closed
VCM
297
Virtue Capital Management
Tennessee
-$405K -7,826 Closed
HIS
298
Harvest Investment Services
Illinois
-$363K -7,010 Closed
JWCA
299
J.W. Cole Advisors
Florida
-$322K -6,210 Closed
BFA
300
Beacon Financial Advisory
Ohio
-$236K -4,558 Closed