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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
BEI
276
Benjamin Edwards Inc
Missouri
$197K +$152K +2,931 +336%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$185K
BWL
278
Bogart Wealth LLC
Virginia
$151K
SFPG
279
Stonebridge Financial Planning Group
Florida
$116K +$50.4K +975 +76%
PB
280
Pinnacle Bancorp
Nebraska
$116K +$103K +2,000 +803%
PMFA
281
Plante Moran Financial Advisors
Michigan
$99K
GFPC
282
Global Financial Private Client
Florida
$97.6K -$52K -1,005 -35%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$93K +$89.5K +1,730 +2,507%
MAM
284
Meeder Asset Management
Ohio
$78K +$78.3K +1,514 New
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$67K
EP
286
Eudaimonia Partners
Tennessee
$58K -$1.5K -29 -3%
AWA
287
Arkadios Wealth Advisors
Georgia
$54.5K +$259 +5 +0.5%
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$52K
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$51K -$10.7K -207 -17%
LFG
290
LifePlan Financial Group
Ohio
$44K
CFD
291
Creative Financial Designs
Indiana
$40K +$1.5K +29 +4%
HIA
292
Harbor Investment Advisory
Maryland
$31K +$16K +309 +106%
IFAM
293
Institutional & Family Asset Management
Colorado
$30K
AIC
294
Archer Investment Corporation
Indiana
$18.1K
S
295
SignatureFD
Georgia
$18K +$362 +7 +2%
IF
296
Ironwood Financial
Arizona
$18K +$18.1K +350 New
CCM
297
Covington Capital Management
California
$15K
WCG
298
Weaver Consulting Group
California
$15K
AAP
299
Arax Advisory Partners
Colorado
$14K
SL
300
Savior LLC
Massachusetts
$10K +$9.78K +189 +1,718%