We are live on ! Find out more
LMBS icon

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
TCM
51
Telos Capital Management
California
$1.44M +$259K +5,053 +22%
BWM
52
BerganKDV Wealth Management
Minnesota
$1.44M +$92K +1,795 +7%
CAN
53
Cetera Advisor Networks
California
$1.38M +$493K +9,630 +56%
WFG
54
Wills Financial Group
Virginia
$1.38M -$373K -7,273 -21%
DADC
55
D.A. Davidson & Co
Montana
$1.27M +$468K +9,141 +58%
GBT
56
Grove Bank & Trust
Florida
$1.26M +$1.26M +24,688 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.24M -$228K -4,443 -15%
CF
58
Centaurus Financial
California
$1.24M +$329K +6,428 +36%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$1.11M -$6.87K -134 -0.6%
CPIG
60
Chicago Partners Investment Group
Illinois
$1.04M -$229K -4,476 -18%
HFS
61
HL Financial Services
Kentucky
$1.03M +$41.3K +807 +4%
FAIM
62
Financial Advocates Investment Management
Washington
$1.03M +$277K +5,408 +37%
JP Morgan Chase
63
JP Morgan Chase
New York
$1.02M +$209K +4,081 +26%
VA
64
Valmark Advisers
Ohio
$1M +$121K +2,370 +14%
HH
65
Hilltop Holdings
Texas
$961K -$533K -10,405 -36%
DC
66
Davenport & Co
Virginia
$938K +$149K +2,903 +19%
CIA
67
Capital Investment Advisors
Georgia
$908K -$48.2K -940 -5%
AW
68
ACG Wealth
Georgia
$785K -$318K -6,200 -29%
Renaissance Technologies
69
Renaissance Technologies
New York
$732K -$733K -14,300 -50%
WS
70
Wedbush Securities
California
$713K +$2.51K +49 +0.4%
AI
71
Atria Investments
North Carolina
$688K +$13.4K +261 +2%
SI
72
Stephens Inc
Arkansas
$659K -$134K -2,611 -17%
RA
73
RFG Advisory
Alabama
$625K +$304K +5,926 +94%
1IA
74
1834 Investment Advisors
Wisconsin
$543K
PAG
75
Private Advisor Group
New Jersey
$538K +$309K +6,037 +135%