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

231 hedge funds and large institutions have $2.3B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

19% more capital invested

Capital invested by funds: $1.92B → $2.3B (+$373M)

11% more funds holding

Funds holding: 209231 (+22)

1.36% more ownership

Funds ownership: 64.37%65.73% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
231
Holders Change
+22
Holders Change %
+10.53%
% of All Funds
5.07%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
41
Increased
104
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$2.65M +$331K +6,373 +14%
CPIG
77
Chicago Partners Investment Group
Illinois
$2.58M +$177K +3,411 +7%
ATPW
78
Ashton Thomas Private Wealth
Arizona
$2.5M -$5.33M -102,654 -68%
EIA
79
Eldridge Investment Advisors
New Hampshire
$2.4M -$2.47M -47,570 -51%
APA
80
American Portfolios Advisors
New York
$2.38M -$280K -5,401 -11%
TCM
81
Telos Capital Management
California
$2.37M +$184K +3,553 +8%
FA
82
FMA Advisory
Pennsylvania
$2.32M +$11.9K +229 +0.5%
AWA
83
Arete Wealth Advisors
Illinois
$2.2M +$377K +7,262 +21%
ACP
84
Aviance Capital Partners
Florida
$2.13M +$2.13M +41,047 New
RA
85
RFG Advisory
Alabama
$2.1M +$203K +3,906 +11%
MIAN
86
Mariner Independent Advisor Network
Kansas
$2.07M +$38.1K +734 +2%
LA
87
LexAurum Advisors
Kansas
$2M -$43.5K -839 -2%
FHB
88
First Hawaiian Bank
Hawaii
$1.96M
AWMS
89
Advocacy Wealth Management Services
Georgia
$1.93M -$191K -3,682 -9%
CAL
90
Capital Analysts LLC
Pennsylvania
$1.89M +$173K +3,328 +10%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$1.88M +$207K +3,997 +12%
IA
92
IFG Advisory
Georgia
$1.88M +$1.88M +36,178 New
FAIM
93
Financial Advocates Investment Management
Washington
$1.84M +$88.5K +1,706 +5%
SBL
94
Sargent Bickham Lagudis
Colorado
$1.79M -$23.4M -451,132 -93%
LNC
95
Lincoln National Corp
Pennsylvania
$1.79M +$1.55M +29,933 +675%
PPW
96
Pasadena Private Wealth
California
$1.79M +$1.01M +19,418 +130%
MI
97
Moneywise Inc
Virginia
$1.75M -$363 -7 -0%
SWA
98
Stratos Wealth Advisors
Ohio
$1.68M +$294K +5,672 +21%
DADC
99
D.A. Davidson & Co
Montana
$1.63M +$160K +3,083 +11%
Citadel Advisors
100
Citadel Advisors
Florida
$1.61M +$1.6M +30,902 New