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

126 hedge funds and large institutions have $864M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

168% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 25

22% more capital invested

Capital invested by funds: $707M → $864M (+$157M)

10% more funds holding

Funds holding: 115126 (+11)

5.18% more ownership

Funds ownership: 59.89%65.06% (+5.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
22
Increased
67
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
76
Wagner Wealth Management (South Carolina)
South Carolina
$535K +$130K +2,535 +32%
BRWA
77
B. Riley Wealth Advisors
Florida
$534K +$43K +840 +9%
VWM
78
Venturi Wealth Management
Texas
$527K +$528K +10,305 New
CSIC
79
Clifford Swan Investment Counsel
California
$477K +$477K +9,317 New
SG
80
StoneX Group
New York
$456K +$46.1K +899 +11%
NEPWA
81
New England Private Wealth Advisors
Massachusetts
$451K +$3.07K +60 +0.7%
MI
82
Moneywise Inc
Virginia
$451K +$451K +8,806 New
CRWM
83
Castle Rock Wealth Management
California
$444K +$225K +4,396 +103%
IWM
84
IHT Wealth Management
Illinois
$430K -$347K -6,768 -45%
SPC
85
Sigma Planning Corp
Michigan
$415K +$415K +8,107 New
GFPC
86
Global Financial Private Capital
Florida
$395K -$111K -2,172 -22%
OMC
87
Old Mission Capital
Illinois
$382K -$3.28M -64,023 -90%
AWA
88
Acorn Wealth Advisors
Michigan
$379K
LI
89
LVZ Inc
Michigan
$362K +$44.8K +875 +14%
TFA
90
Transamerica Financial Advisors
Florida
$337K +$16.4K +321 +5%
FGAM
91
Financial Gravity Asset Management
Texas
$325K -$16.7K -325 -5%
PGA
92
Premia Global Advisors
Florida
$319K +$300K +5,865 New
CWS
93
Cypress Wealth Services
California
$302K +$302K +5,900 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297K +$297K +5,798 New
SPIA
95
Steward Partners Investment Advisory
New York
$272K +$6.87K +134 +3%
M&T Bank
96
M&T Bank
New York
$259K +$46.4K +905 +22%
CA
97
Cetera Advisors
Colorado
$254K +$255K +4,981 New
CCG
98
Chatham Capital Group
Georgia
$251K -$15.4K -300 -6%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$247K +$247K +4,819 New
SS
100
Simplicity Solutions
Minnesota
$242K -$5.33K -104 -2%