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

169 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 27

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

25% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$255M)

17% more funds holding

Funds holding: 145169 (+24)

0.56% less ownership

Funds ownership: 63.01%62.45% (-0.56%)

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.77%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
44
Increased
86
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
76
Moneywise Inc
Virginia
$1.4M +$111K +2,173 +9%
IWM
77
IHT Wealth Management
Illinois
$1.32M +$932K +18,305 +241%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$1.28M +$82.8K +1,625 +7%
DADC
79
D.A. Davidson & Co
Montana
$1.28M -$841K -16,515 -40%
VA
80
Valmark Advisers
Ohio
$1.23M +$164K +3,230 +16%
DI
81
DFPG Investments
Utah
$1.22M +$1.21M +23,841 New
FAIM
82
Financial Advocates Investment Management
Washington
$1.2M +$64.7K +1,271 +6%
NWM
83
Northwest Wealth Management
Iowa
$1.19M -$218K -4,276 -15%
DC
84
Davenport & Co
Virginia
$1.17M +$20.1K +395 +2%
AIC
85
Ameritas Investment Company
Nebraska
$1.07M +$1.07M +20,966 New
RA
86
RFG Advisory
Alabama
$1.01M +$85K +1,670 +9%
AW
87
ACG Wealth
Georgia
$945K +$22K +432 +2%
GCA
88
Genesee Capital Advisors
New York
$935K +$933K +18,317 New
Deutsche Bank
89
Deutsche Bank
Germany
$923K +$921K +18,087 New
CIA
90
Capital Investment Advisors
Georgia
$913K +$509 +10 +0.1%
RCG
91
Ruggie Capital Group
Florida
$909K +$907K +17,812 New
HH
92
Hilltop Holdings
Texas
$902K +$22.4K +439 +3%
CWM
93
Cornerstone Wealth Management
Missouri
$874K -$51.3M -1,007,633 -98%
CIAS
94
Capital Investment Advisory Services
North Carolina
$819K +$817K +16,051 New
MHS
95
M Holdings Securities
Oregon
$779K +$453K +8,895 +140%
COI
96
Capital One Investing
Virginia
$735K +$733K +14,400 New
PSG
97
Planning Solutions Group
Maryland
$721K +$720K +14,131 New
PG
98
Patten Group
Tennessee
$652K +$430K +8,442 +195%
AWA
99
Arete Wealth Advisors
Illinois
$647K +$645K +12,669 New
BRWA
100
B. Riley Wealth Advisors
Florida
$627K +$77.5K +1,521 +14%