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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

115 hedge funds and large institutions have $707M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 25

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

27% more capital invested

Capital invested by funds: $556M → $707M (+$151M)

8% more funds holding

Funds holding: 106115 (+9)

8.11% less ownership

Funds ownership: 68%59.89% (-8.1%)

Holders
115
Holders Change
+9
Holders Change %
+8.49%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
60
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$5.54M +$1.3M +25,324 +31%
FCAG
27
First Capital Advisors Group
New Jersey
$5.47M +$329K +6,382 +6%
BFG
28
Barber Financial Group
Kansas
$4.26M -$1M -19,457 -19%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$4.18M -$40.9K -794 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.93M -$667K -12,943 -14%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$3.91M +$44.1K +856 +1%
BTS
32
BB&T Securities
Virginia
$3.71M +$230K +4,470 +7%
OMC
33
Old Mission Capital
Illinois
$3.67M +$3.13M +60,777 +567%
KCM
34
Karp Capital Management
California
$3.1M +$268K +5,202 +9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.77M +$474K +9,209 +21%
SCA
36
Snowden Capital Advisors
New York
$2.76M -$1.22M -23,723 -31%
FHC
37
First Heartland Consultants
Missouri
$2.67M +$516K +10,021 +24%
CCG
38
Cypress Capital Group
Florida
$2.61M +$1.93M +37,565 +282%
FAAS
39
First Allied Advisory Services
California
$2.41M +$338K +6,561 +16%
AG
40
Advisor Group
Arizona
$2.27M +$1.52M +29,486 +200%
PFS
41
Prospera Financial Services
Texas
$2.27M +$209K +4,058 +10%
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$2.16M +$188K +3,660 +10%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.04M +$498K +9,670 +32%
FA
44
FMA Advisory
Pennsylvania
$1.82M +$96.2K +1,868 +6%
GWM
45
Geneos Wealth Management
Colorado
$1.8M -$642K -12,469 -26%
WFG
46
Wills Financial Group
Virginia
$1.75M -$121K -2,352 -6%
IA
47
IFP Advisors
Florida
$1.71M
WP
48
WealthSource Partners
California
$1.65M +$1.38M +26,768 +509%
HH
49
Hilltop Holdings
Texas
$1.5M +$1.5M +29,189 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.48M +$141K +2,742 +11%