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

286 hedge funds and large institutions have $3.65B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 27

54% more funds holding in top 10

Funds holding in top 10: 2437 (+13)

47% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 88

37% more capital invested

Capital invested by funds: $2.66B → $3.65B (+$985M)

6% more funds holding

Funds holding: 269286 (+17)

5.65% more ownership

Funds ownership: 67.19%72.84% (+5.7%)

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
6.3%
Holding in Top 10
37
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+54.17%
% of All Funds
0.82%
New
51
Increased
129
Reduced
88
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$17.8M +$3.64M +70,034 +25%
3AM
27
3D Asset Management
Connecticut
$17.8M -$1.26M -24,342 -7%
LFAS
28
Level Four Advisory Services
Texas
$17.1M -$442K -8,520 -2%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$16.7M -$1.06M -20,379 -6%
TCM
30
TD Capital Management
Tennessee
$16.6M -$772K -14,869 -4%
FAM
31
Flaharty Asset Management
Florida
$15.7M +$89K +1,715 +0.6%
GFPC
32
Global Financial Private Capital
Florida
$15.6M -$1.16M -22,385 -7%
CSIC
33
Clifford Swan Investment Counsel
California
$14.9M +$2.11M +40,607 +16%
CCFM
34
Clear Creek Financial Management
Washington
$13.7M +$6.16M +118,711 +81%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$12.2M -$769K -14,818 -6%
CCM
36
Condor Capital Management
New Jersey
$11.7M +$2.34M +45,067 +24%
6M
37
6 Meridian
Kansas
$11.7M +$11.9M +228,781 New
MML Investors Services
38
MML Investors Services
Massachusetts
$11.3M +$950K +18,293 +9%
GBT
39
Grove Bank & Trust
Florida
$10.4M +$207K +3,979 +2%
IWA
40
Inspirion Wealth Advisors
Illinois
$10.3M -$14.9M -286,099 -59%
LBD
41
Landsberg Bennett & Dubbaneh
Florida
$10.1M +$4.6M +88,592 +82%
CCG
42
Cypress Capital Group
Florida
$10.1M +$1.52M +29,320 +17%
W
43
WealthOne
New York
$10.1M +$561K +10,798 +6%
SPIA
44
Steward Partners Investment Advisory
New York
$9.98M -$506K -9,742 -5%
PAG
45
Private Advisor Group
New Jersey
$9.65M -$780K -15,023 -7%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$9.49M +$262K +5,041 +3%
SWA
47
Stratos Wealth Advisors
Ohio
$8.8M +$7.03M +135,441 +366%
AFA
48
Arlington Financial Advisors
California
$8.78M +$8.94M +172,238 New
BFG
49
Beacon Financial Group
Texas
$8.57M -$150K -2,888 -2%
MIFH
50
Migdal Insurance & Financial Holdings
Israel
$8.34M +$662K +12,758 +8%