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

169 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 27

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

25% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$255M)

17% more funds holding

Funds holding: 145169 (+24)

0.56% less ownership

Funds ownership: 63.01%62.45% (-0.56%)

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.77%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
44
Increased
86
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$3.16M +$2.31M +45,272 +272%
FAAS
52
First Allied Advisory Services
California
$3.05M +$167K +3,270 +6%
FHC
53
First Heartland Consultants
Missouri
$2.95M +$198K +3,893 +7%
AT
54
Arden Trust
Delaware
$2.88M +$1.83M +35,987 +177%
KWM
55
Kingsview Wealth Management
Oregon
$2.62M +$2.61M +51,266 New
PFS
56
Prospera Financial Services
Texas
$2.57M +$1.28M +25,116 +99%
CWM
57
Cranbrook Wealth Management
Michigan
$2.42M +$2.41M +47,377 New
GWM
58
Geneos Wealth Management
Colorado
$2.4M -$304K -5,966 -11%
JP Morgan Chase
59
JP Morgan Chase
New York
$2.4M +$1.39M +27,205 +138%
RIS
60
Retirement Income Solutions
Michigan
$2.36M +$116K +2,281 +5%
CSIC
61
Clifford Swan Investment Counsel
California
$2.29M +$719K +14,112 +46%
CPIG
62
Chicago Partners Investment Group
Illinois
$2.21M +$720K +14,130 +48%
WP
63
WealthSource Partners
California
$2.17M +$1.23M +24,187 +133%
FA
64
FMA Advisory
Pennsylvania
$2.01M -$42.9K -842 -2%
FHB
65
First Hawaiian Bank
Hawaii
$1.86M +$550K +10,791 +42%
US Bancorp
66
US Bancorp
Minnesota
$1.84M -$312K -6,123 -15%
TCM
67
Telos Capital Management
California
$1.78M +$214K +4,194 +14%
CFGS
68
Concourse Financial Group Securities
Alabama
$1.67M +$1.44M +28,216 +635%
MIAN
69
Mariner Independent Advisor Network
Kansas
$1.59M +$780K +15,323 +96%
BWM
70
BerganKDV Wealth Management
Minnesota
$1.54M +$20.2K +397 +1%
PAG
71
Pinnacle Advisory Group
Maryland
$1.54M -$263K -5,159 -15%
OIA
72
OneDigital Investment Advisors
Kansas
$1.54M +$1.54M +30,161 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$1.52M +$102K +1,996 +7%
APA
74
American Portfolios Advisors
New York
$1.48M +$24.9K +489 +2%
AI
75
Atria Investments
North Carolina
$1.42M +$345K +6,770 +32%