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

286 hedge funds and large institutions have $3.65B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 27

54% more funds holding in top 10

Funds holding in top 10: 2437 (+13)

47% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 88

37% more capital invested

Capital invested by funds: $2.66B → $3.65B (+$985M)

6% more funds holding

Funds holding: 269286 (+17)

5.65% more ownership

Funds ownership: 67.19%72.84% (+5.7%)

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
6.3%
Holding in Top 10
37
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+54.17%
% of All Funds
0.82%
New
51
Increased
129
Reduced
88
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Ascension Capital Advisors
Texas
$8.18M -$93.1K -1,793 -1%
TPW
52
TL Private Wealth
Texas
$7.94M -$877K -16,895 -10%
SCA
53
Snowden Capital Advisors
New York
$7.91M -$85.7K -1,650 -1%
Citigroup
54
Citigroup
New York
$7.41M +$1.81M +34,911 +32%
22CM
55
20/20 Capital Management
California
$7.06M -$84.1K -1,619 -1%
PA
56
Prism Advisors
California
$7.02M -$544K -10,477 -7%
LNC
57
Lincoln National Corp
Pennsylvania
$6.78M +$1.9M +36,555 +38%
APWM
58
Atlas Private Wealth Management
New York
$6.74M +$4.46M +85,984 +187%
SF
59
Synovus Financial
Georgia
$6.35M +$5.98M +115,199 +1,238%
APA
60
American Portfolios Advisors
New York
$6.27M -$661K -12,729 -9%
EFL
61
ERn Financial LLC
Wisconsin
$6.26M +$6.37M +122,669 New
WI
62
Wintrust Investments
Illinois
$5.86M +$3.41M +65,613 +133%
AAS
63
Avantax Advisory Services
Texas
$5.8M +$295K +5,675 +5%
HighTower Advisors
64
HighTower Advisors
Illinois
$5.78M +$761K +14,656 +15%
SFS
65
Sowell Financial Services
Arkansas
$5.67M -$71.5K -1,378 -1%
AWA
66
ARQ Wealth Advisors
Arizona
$5.56M +$5.66M +109,030 New
BAM
67
Bellevue Asset Management
Washington
$5.39M -$181K -3,481 -3%
CP
68
Camelot Portfolios
Ohio
$5.32M +$2.02M +38,838 +59%
CAN
69
Cetera Advisor Networks
California
$5.23M +$1.41M +27,092 +36%
HGWM
70
Harvest Group Wealth Management
Massachusetts
$5.07M -$3.26M -62,802 -39%
PFS
71
Prospera Financial Services
Texas
$4.95M +$232K +4,461 +5%
CAG
72
Csenge Advisory Group
Florida
$4.89M +$341K +6,577 +7%
WP
73
WealthSource Partners
California
$4.49M -$1.54M -29,685 -25%
CWM
74
Cranbrook Wealth Management
Michigan
$4.41M +$672K +12,945 +18%
KCM
75
Karp Capital Management
California
$4.4M +$651K +12,530 +17%