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

79 hedge funds and large institutions have $340M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 12

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $268M → $340M (+$72.7M)

13% more funds holding

Funds holding: 7079 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21.15% less ownership

Funds ownership: 76.75%55.6% (-21%)

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
43
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Synovus Financial
Georgia
$430K +$431K +8,251 New
CAN
52
Cetera Advisor Networks
California
$405K +$33.9K +650 +9%
WP
53
WealthSource Partners
California
$358K +$358K +6,866 New
TFA
54
Transamerica Financial Advisors
Florida
$352K +$232K +4,450 +194%
NPC
55
National Planning Corporation
California
$341K +$342K +6,546 New
DADC
56
D.A. Davidson & Co
Montana
$324K +$127K +2,426 +64%
ATC
57
Argent Trust Co
Tennessee
$311K +$312K +5,972 New
SG
58
StoneX Group
New York
$297K +$297K +5,699 New
BRWA
59
B. Riley Wealth Advisors
Florida
$284K -$3.34K -64 -1%
LI
60
LVZ Inc
Michigan
$278K
CPIG
61
Chicago Partners Investment Group
Illinois
$227K +$227K +4,348 New
HCIA
62
Hochman Cole Investment Advisors
Illinois
$225K +$226K +4,322 New
OC
63
Oppenheimer & Co
New York
$210K +$210K +4,030 New
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$129K +$110K +2,106 +583%
JP Morgan Chase
65
JP Morgan Chase
New York
$119K
PMFA
66
Plante Moran Financial Advisors
Michigan
$86K
GRP
67
Global Retirement Partners
California
$81K -$284K -5,440 -78%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$57K -$33.3K -638 -37%
BTIS
69
BB&T Investment Services
North Carolina
$30K +$30.4K +582 New
BWM
70
Baystate Wealth Management
Massachusetts
$29K
VWA
71
V Wealth Advisors
Kansas
$23K +$23.5K +450 New
AWM
72
Avior Wealth Management
Nebraska
$21K -$80.2K -1,537 -79%
AA
73
AlphaMark Advisors
Kentucky
$21K
SSB
74
Sandy Spring Bank
Maryland
$16K +$15.7K +300 New
EA
75
Edge Advisors
Georgia
$11K +$11.9K +229 New