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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
MML Investors Services
26
MML Investors Services
Massachusetts
$22.4M +$11M +212,677 +96%
AFA
27
American Financial Advisors
Georgia
$20.1M -$55.1K -1,068 -0.3%
IA
28
IFP Advisors
Florida
$20M +$1.74M +33,721 +10%
CSIC
29
Clifford Swan Investment Counsel
California
$19.2M +$4.05M +78,451 +27%
3AM
30
3D Asset Management
Connecticut
$16.5M -$1.54M -29,913 -9%
BFG
31
Barber Financial Group
Kansas
$16.4M -$1.81M -35,000 -10%
CCFM
32
Clear Creek Financial Management
Washington
$16.3M +$2.56M +49,664 +19%
FAM
33
Flaharty Asset Management
Florida
$15.8M -$34.6K -670 -0.2%
TCM
34
TD Capital Management
Tennessee
$15.5M -$1.3M -25,248 -8%
6M
35
6 Meridian
Kansas
$15.1M +$3.24M +62,776 +27%
FAAS
36
First Allied Advisory Services
California
$14.8M -$3.45M -66,806 -19%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$12.4M +$86.7K +1,679 +0.7%
GFPC
38
Global Financial Private Capital
Florida
$12.4M -$3.34M -64,762 -21%
CCM
39
Condor Capital Management
New Jersey
$11.8M -$69.3K -1,343 -0.6%
SPIA
40
Steward Partners Investment Advisory
New York
$11.3M +$1.22M +23,673 +12%
BFG
41
Beacon Financial Group
Texas
$11.3M +$2.62M +50,839 +30%
LFAS
42
Level Four Advisory Services
Texas
$11.2M -$6.09M -117,939 -35%
TPW
43
TL Private Wealth
Texas
$11.2M +$3.25M +62,929 +41%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$11.1M +$1.49M +28,911 +16%
HAFS
45
Hapanowicz & Associates Financial Services
Pennsylvania
$11M +$11M +212,417 New
JP Morgan Chase
46
JP Morgan Chase
New York
$11M +$9.61M +186,139 +712%
PAG
47
Private Advisor Group
New Jersey
$11M +$1.17M +22,640 +12%
LBD
48
Landsberg Bennett & Dubbaneh
Florida
$10.9M +$744K +14,411 +7%
W
49
WealthOne
New York
$10.9M +$727K +14,080 +7%
CAG
50
Csenge Advisory Group
Florida
$10.8M +$5.82M +112,757 +118%