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

115 hedge funds and large institutions have $707M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 25

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

27% more capital invested

Capital invested by funds: $556M → $707M (+$151M)

8% more funds holding

Funds holding: 106115 (+9)

8.11% less ownership

Funds ownership: 68%59.89% (-8.1%)

Holders
115
Holders Change
+9
Holders Change %
+8.49%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
60
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Merit Financial Group
Georgia
$514K -$145K -2,811 -12%
GFPC
77
Global Financial Private Capital
Florida
$508K -$33K -641 -6%
BRWA
78
B. Riley Wealth Advisors
Florida
$493K +$27.2K +528 +6%
NEPWA
79
New England Private Wealth Advisors
Massachusetts
$450K +$451K +8,753 New
SG
80
StoneX Group
New York
$412K +$127K +2,468 +44%
WWMSC
81
Wagner Wealth Management (South Carolina)
South Carolina
$407K -$62.2K -1,208 -13%
AWA
82
Acorn Wealth Advisors
Michigan
$379K +$72.1K +1,400 +23%
FGC
83
Financial Gravity Companies
Texas
$342K -$16.7K -324 -5%
FGAM
84
Financial Gravity Asset Management
Texas
$342K +$343K +6,670 New
RA
85
RFG Advisory
Alabama
$323K +$64.8K +1,259 +25%
TFA
86
Transamerica Financial Advisors
Florida
$322K -$36K -700 -10%
LI
87
LVZ Inc
Michigan
$318K +$44.2K +859 +16%
B
88
Bridgeworth
Alabama
$272K -$173K -3,357 -39%
CCG
89
Chatham Capital Group
Georgia
$267K
Millennium Management
90
Millennium Management
New York
$266K +$267K +5,187 New
SPIA
91
Steward Partners Investment Advisory
New York
$265K +$201K +3,894 +304%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$261K -$1.18M -22,982 -82%
HCIA
93
Hochman Cole Investment Advisors
Illinois
$260K -$10.3K -200 -4%
SS
94
Simplicity Solutions
Minnesota
$249K +$249K +4,841 New
PAG
95
Private Advisor Group
New Jersey
$230K -$146K -2,835 -39%
CRWM
96
Castle Rock Wealth Management
California
$220K +$220K +4,273 New
M&T Bank
97
M&T Bank
New York
$214K +$214K +4,162 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$131K -$10.1K -197 -7%
MOS
99
MGO One Seven
Ohio
$131K +$19.2K +373 +17%
AF
100
Advisornet Financial
Minnesota
$100K +$100K +1,948 New