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

231 hedge funds and large institutions have $2.3B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

19% more capital invested

Capital invested by funds: $1.92B → $2.3B (+$373M)

11% more funds holding

Funds holding: 209231 (+22)

1.36% more ownership

Funds ownership: 64.37%65.73% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
231
Holders Change
+22
Holders Change %
+10.53%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
41
Increased
104
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$6.82M +$6.81M +131,140 New
CCG
52
Cypress Capital Group
Florida
$6.38M +$1.2M +23,080 +23%
BFG
53
Barber Financial Group
Kansas
$5.52M -$222K -4,277 -4%
Citigroup
54
Citigroup
New York
$5.35M +$526K +10,135 +11%
SWP
55
Stratos Wealth Partners
Ohio
$5.31M +$192K +3,708 +4%
HighTower Advisors
56
HighTower Advisors
Illinois
$5.14M +$1.28M +24,598 +33%
1NWS
57
1 North Wealth Services
Maryland
$4.97M +$4.96M +95,654 New
FA
58
Faithward Advisors
Pennsylvania
$4.75M +$4.75M +91,445 New
CAG
59
Csenge Advisory Group
Florida
$4.61M +$4.6M +88,560 New
PFS
60
Prospera Financial Services
Texas
$4.44M +$487K +9,385 +12%
NA
61
NewEdge Advisors
Louisiana
$4.23M +$556K +10,707 +15%
RIS
62
Retirement Income Solutions
Michigan
$4.02M -$184K -3,540 -4%
US Bancorp
63
US Bancorp
Minnesota
$3.94M -$150K -2,896 -4%
FFN
64
Focus Financial Network
Minnesota
$3.67M +$152K +2,933 +4%
CP
65
Camelot Portfolios
Ohio
$3.5M +$3.49M +67,233 New
FAAS
66
First Allied Advisory Services
California
$3.38M +$325K +6,257 +11%
CWM
67
Cranbrook Wealth Management
Michigan
$3.32M +$225K +4,336 +7%
FHC
68
First Heartland Consultants
Missouri
$3.05M +$78.2K +1,506 +3%
AW
69
ACG Wealth
Georgia
$3M -$614K -11,827 -17%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$2.91M +$1.08M +20,850 +59%
BWM
71
BerganKDV Wealth Management
Minnesota
$2.86M +$136K +2,617 +5%
FIM
72
Freedom Investment Management
Connecticut
$2.74M -$134K -2,580 -5%
LWAC
73
Laurel Wealth Advisors (California)
California
$2.7M +$2.7M +51,947 New
CAN
74
Cetera Advisor Networks
California
$2.7M -$758K -14,605 -22%
WI
75
Wintrust Investments
Illinois
$2.68M -$298K -5,738 -10%