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

304 hedge funds and large institutions have $4.12B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 77

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

13% more capital invested

Capital invested by funds: $3.65B → $4.12B (+$476M)

6% more funds holding

Funds holding: 286304 (+18)

1.05% more ownership

Funds ownership: 72.84%73.9% (+1.1%)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

Holders
304
Holders Change
+18
Holders Change %
+6.29%
% of All Funds
6.23%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.66%
New
40
Increased
158
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
51
Cypress Capital Group
Florida
$10.7M +$450K +8,720 +4%
HighTower Advisors
52
HighTower Advisors
Illinois
$10.6M +$4.79M +92,738 +82%
AI
53
Atria Investments
North Carolina
$10.3M +$8.81M +170,683 +592%
SWA
54
Stratos Wealth Advisors
Ohio
$9.75M +$837K +16,219 +9%
GBT
55
Grove Bank & Trust
Florida
$9.57M -$945K -18,305 -9%
AFA
56
Arlington Financial Advisors
California
$9.48M +$578K +11,189 +6%
EFL
57
ERn Financial LLC
Wisconsin
$9.32M +$2.98M +57,699 +47%
MIFH
58
Migdal Insurance & Financial Holdings
Israel
$9.3M +$851K +16,474 +10%
Citigroup
59
Citigroup
New York
$9.03M +$1.52M +29,394 +20%
SCA
60
Snowden Capital Advisors
New York
$8.43M +$410K +7,939 +5%
ACA
61
Ascension Capital Advisors
Texas
$8.29M +$3.2K +62 +0%
HGWM
62
Harvest Group Wealth Management
Massachusetts
$7.65M +$2.51M +48,553 +49%
PA
63
Prism Advisors
California
$7.39M +$281K +5,437 +4%
SWP
64
Stratos Wealth Partners
Ohio
$7.28M +$3.26M +63,046 +81%
LNC
65
Lincoln National Corp
Pennsylvania
$7.05M +$175K +3,391 +3%
APWM
66
Atlas Private Wealth Management
New York
$6.65M -$177K -3,433 -3%
AWA
67
ARQ Wealth Advisors
Arizona
$6.62M +$983K +19,033 +17%
CM
68
Columbus Macro
Pennsylvania
$6M +$1.96M +37,989 +49%
WI
69
Wintrust Investments
Illinois
$5.8M -$141K -2,729 -2%
KCM
70
Karp Capital Management
California
$5.8M +$1.34M +25,857 +30%
BAM
71
Bellevue Asset Management
Washington
$5.74M +$330K +6,399 +6%
DWM
72
Darwin Wealth Management
Florida
$5.62M +$5.6M +108,361 +36,120%
FHC
73
First Heartland Consultants
Missouri
$5.59M +$2.93M +56,840 +111%
FFN
74
Focus Financial Network
Minnesota
$5.43M +$2.18M +42,154 +67%
SFS
75
Sowell Financial Services
Arkansas
$5.42M -$327K -6,339 -6%