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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
ME
301
McIlrath & Eck
Washington
$3K
AssetMark Inc
302
AssetMark Inc
California
$2K -$361 -7 -15%
SL
303
Savior LLC
Massachusetts
$1K
MHR
304
Matthew Hamilton Rosenberg
$1K +$1.34K +26 New
PAG
305
Private Advisory Group
Washington
-$3.73M -73,144 Closed
HR
306
Hayden Royal
North Carolina
-$3.68M -72,082 Closed
MFG
307
Merit Financial Group
Georgia
-$1.64M -32,066 Closed
SAM
308
Stringer Asset Management
Tennessee
-$1.18M -23,173 Closed
VAG
309
VisionPoint Advisory Group
Texas
-$706K -13,834 Closed
AT
310
Arden Trust
Delaware
-$646K -12,674 Closed
PAS
311
Partnervest Advisory Services
California
-$468K -9,167 Closed
AWM
312
Adams Wealth Management
Utah
-$459K -9,000 Closed
SW
313
SkyOak Wealth
Michigan
-$454K -8,908 Closed
AIS
314
Accurate Investment Solutions
Pennsylvania
-$393K -7,701 Closed
CWP
315
Capital Wealth Planning
Florida
-$339K -6,654 Closed
CCA
316
Clearwater Capital Advisors
Illinois
-$303K -5,950 Closed
FGAM
317
Financial Gravity Asset Management
Texas
-$108K -2,117 Closed
LWM
318
Liberty Wealth Management
California
-$73K -1,427 Closed
CAN
319
Claraphi Advisory Network
United States
-$66K -1,287 Closed
AAM
320
Advisors Asset Management
Colorado
-$16K -319 Closed
FMII
321
Farmers & Merchants Investments Inc
Nebraska
-$10K -200 Closed
SL
322
Salomon & Ludwin
Virginia
-$9K -183 Closed
JFA
323
JNBA Financial Advisors
Minnesota
-$9K -174 Closed
CAGAS
324
Capital Advisory Group Advisory Services
Minnesota
-$4K -83 Closed
BlackRock
325
BlackRock
New York
+$103 +2 New