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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
LMBS
79 hedge funds and large institutions have $340M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 12 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
258% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 12
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
27% more capital invested
Capital invested by funds: $268M → $340M (+$72.7M)
13% more funds holding
Funds holding: 70 → 79 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
21.15% less ownership
Funds ownership: 76.75% → 55.6% (-21%)
Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
43
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$18.4M |
| 2 |
Morgan Stanley
New York
|
+$9.86M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.48M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.83M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$6.11M |
Top Sellers
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$8.84M |
| 2 |
Jane Street
New York
|
-$3.8M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.99M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.85M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
76
Creative Financial Designs
Kokomo,
Indiana
| $2K | – | – | – |
|
77
Creative Planning
Overland Park,
Kansas
| $2K | – | – | – |
|
|
IWM
78
IHT Wealth Management
Chicago,
Illinois
| $1 | +$134K | +2,559 | +651% |
|
|
FTUS
79
Flow Traders U.S.
New York
| – | -$8.84M | -169,766 | Closed |
|
|
80
Jane Street
New York
| – | -$3.8M | -72,984 | Closed |
|
|
FA
81
FMA Advisory
Harrisburg,
Pennsylvania
| – | -$1.4M | -26,852 | Closed |
|
82
Bank of New York Mellon
New York
| – | -$932K | -17,913 | Closed |
|
|
VKH
83
Virtu KCG Holdings
New York
| – | -$402K | -7,728 | Closed |
|
|
ST
84
Sabal Trust
St. Petersburg,
Florida
| – | -$401K | -7,700 | Closed |
|
|
FWM
85
Frontier Wealth Management
Kansas City,
Missouri
| – | -$378K | -7,258 | Closed |
|
86
Citadel Advisors
Miami,
Florida
| – | -$210K | -4,028 | Closed |
|
87
SEI Investments
Oaks,
Pennsylvania
| – | +$261 | +5 | New |
|