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

231 hedge funds and large institutions have $2.3B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

19% more capital invested

Capital invested by funds: $1.92B → $2.3B (+$373M)

11% more funds holding

Funds holding: 209231 (+22)

1.36% more ownership

Funds ownership: 64.37%65.73% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
231
Holders Change
+22
Holders Change %
+10.53%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
41
Increased
104
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$17.1M +$17.1M +329,470 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$16M +$2.71M +52,241 +20%
FAM
28
Flaharty Asset Management
Florida
$15.6M +$377K +7,255 +2%
AG
29
Advisor Group
Arizona
$15.3M +$3.06M +58,882 +25%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$12.5M +$5.85M +112,771 +89%
MML Investors Services
31
MML Investors Services
Massachusetts
$11.3M -$1.17M -22,576 -9%
CCFM
32
Clear Creek Financial Management
Washington
$10.6M -$299K -5,769 -3%
SPIA
33
Steward Partners Investment Advisory
New York
$10.6M +$229K +4,419 +2%
SS
34
Simplicity Solutions
Minnesota
$10.5M -$3.45M -66,416 -25%
GBT
35
Grove Bank & Trust
Florida
$10.3M +$357K +6,883 +4%
AWM
36
AE Wealth Management
Kansas
$10.1M -$2.52M -48,471 -20%
CCM
37
Condor Capital Management
New Jersey
$9.69M +$3.63K +70 +0%
Renaissance Technologies
38
Renaissance Technologies
New York
$9.18M -$985K -18,986 -10%
CSIC
39
Clifford Swan Investment Counsel
California
$8.84M +$1.39M +26,841 +19%
BFG
40
Beacon Financial Group
Texas
$8.4M -$104K -2,005 -1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$8.36M +$1.49M +28,747 +22%
W
42
WealthOne
New York
$8.31M +$526K +10,138 +7%
JP Morgan Chase
43
JP Morgan Chase
New York
$8.11M +$2.68M +51,555 +49%
SCA
44
Snowden Capital Advisors
New York
$7.93M +$1.13M +21,725 +17%
PA
45
Prism Advisors
California
$7.81M +$269K +5,186 +4%
WP
46
WealthSource Partners
California
$7.79M +$104K +2,009 +1%
MIFH
47
Migdal Insurance & Financial Holdings
Israel
$7.58M +$357K +6,873 +5%
SIM
48
SSI Investment Management
California
$7.26M -$6.54K -126 -0.1%
PAG
49
Private Advisor Group
New Jersey
$6.98M +$1.42M +27,393 +26%
KCM
50
Karp Capital Management
California
$6.95M -$34.5K -665 -0.5%