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

309 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $4.12B → $4.48B (+$359M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more funds holding

Funds holding: 304309 (+5)

0.1% less ownership

Funds ownership: 73.9%73.8% (-0.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $553K

Holders
309
Holders Change
+5
Holders Change %
+1.64%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
26
Increased
161
Reduced
89
Closed
20
Calls
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
HAFS
51
Hapanowicz & Associates Financial Services
Pennsylvania
$11.2M +$248K +4,795 +2%
W
52
WealthOne
New York
$11.2M +$247K +4,777 +2%
AFA
53
Arlington Financial Advisors
California
$11.1M +$1.63M +31,478 +17%
CCG
54
Cypress Capital Group
Florida
$10.9M +$229K +4,429 +2%
SWA
55
Stratos Wealth Advisors
Ohio
$10.7M +$917K +17,731 +9%
AI
56
Atria Investments
North Carolina
$10.6M +$252K +4,864 +2%
HGWM
57
Harvest Group Wealth Management
Massachusetts
$10.3M +$2.67M +51,562 +35%
JAWM
58
J. Arnold Wealth Management
Ohio
$10.3M +$5.78M +111,684 +128%
EFL
59
ERn Financial LLC
Wisconsin
$10M +$716K +13,841 +8%
Citigroup
60
Citigroup
New York
$9.99M +$964K +18,639 +11%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$9.84M -$1.28M -24,752 -12%
JP Morgan Chase
62
JP Morgan Chase
New York
$9.73M -$1.23M -23,831 -11%
MIFH
63
Migdal Insurance & Financial Holdings
Israel
$9.6M +$297K +5,733 +3%
GBT
64
Grove Bank & Trust
Florida
$9.12M -$454K -8,783 -5%
PA
65
Prism Advisors
California
$8.63M +$1.24M +23,900 +17%
SWP
66
Stratos Wealth Partners
Ohio
$8.52M +$1.24M +23,894 +17%
ACA
67
Ascension Capital Advisors
Texas
$8.45M +$160K +3,089 +2%
KCM
68
Karp Capital Management
California
$8.38M +$2.58M +49,954 +45%
TCWA
69
Ten Capital Wealth Advisors
Washington
$8.09M +$8.1M +156,604 New
SCA
70
Snowden Capital Advisors
New York
$8.04M -$386K -7,455 -5%
LNC
71
Lincoln National Corp
Pennsylvania
$7.3M +$260K +5,018 +4%
MA
72
Mutual Advisors
Nebraska
$7.03M +$3.22M +62,245 +84%
OMC
73
Old Mission Capital
Illinois
$6.93M +$3.46M +66,915 +100%
APWM
74
Atlas Private Wealth Management
New York
$6.5M -$145K -2,807 -2%
BAM
75
Bellevue Asset Management
Washington
$6.42M +$682K +13,174 +12%