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

126 hedge funds and large institutions have $864M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

168% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 25

22% more capital invested

Capital invested by funds: $707M → $864M (+$157M)

10% more funds holding

Funds holding: 115126 (+11)

5.18% more ownership

Funds ownership: 59.89%65.06% (+5.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
22
Increased
67
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.02M +$1.11M +21,573 +28%
SIM
27
SSI Investment Management
California
$4.93M -$652K -12,727 -12%
BTS
28
BB&T Securities
Virginia
$4.7M +$1.01M +19,619 +27%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.62M +$2.59M +50,569 +127%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.45M +$559K +10,907 +14%
BFG
31
Barber Financial Group
Kansas
$4.37M +$126K +2,454 +3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.25M +$87.1K +1,700 +2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.73M +$961K +18,753 +35%
FHC
34
First Heartland Consultants
Missouri
$3.59M +$926K +18,083 +35%
KCM
35
Karp Capital Management
California
$3.37M +$281K +5,491 +9%
SCA
36
Snowden Capital Advisors
New York
$3.24M +$487K +9,513 +18%
SWP
37
Stratos Wealth Partners
Ohio
$3.08M +$1.9M +37,024 +159%
AG
38
Advisor Group
Arizona
$2.92M +$658K +12,848 +29%
CCG
39
Cypress Capital Group
Florida
$2.87M +$263K +5,125 +10%
GWM
40
Geneos Wealth Management
Colorado
$2.7M +$899K +17,539 +50%
FAAS
41
First Allied Advisory Services
California
$2.65M +$257K +5,016 +11%
Jane Street
42
Jane Street
New York
$2.57M -$8.18M -159,571 -76%
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$2.38M +$227K +4,432 +11%
PAG
44
Pinnacle Advisory Group
Maryland
$2.27M -$21.3M -416,073 -90%
DLHL
45
Donald L. Hagan LLC
Florida
$2.05M -$3.59M -70,155 -64%
RIS
46
Retirement Income Solutions
Michigan
$2.01M +$2.01M +39,202 New
PFS
47
Prospera Financial Services
Texas
$2M -$255K -4,985 -11%
FA
48
FMA Advisory
Pennsylvania
$1.93M +$124K +2,415 +7%
WP
49
WealthSource Partners
California
$1.73M +$89.4K +1,745 +5%
APA
50
American Portfolios Advisors
New York
$1.45M +$89K +1,737 +7%