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

286 hedge funds and large institutions have $3.65B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 27

54% more funds holding in top 10

Funds holding in top 10: 2437 (+13)

47% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 88

37% more capital invested

Capital invested by funds: $2.66B → $3.65B (+$985M)

6% more funds holding

Funds holding: 269286 (+17)

5.65% more ownership

Funds ownership: 67.19%72.84% (+5.7%)

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
6.3%
Holding in Top 10
37
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+54.17%
% of All Funds
0.82%
New
51
Increased
129
Reduced
88
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$4.17M -$38.4K -739 -0.9%
SCM
77
Smith Capital Management
Arkansas
$4.14M +$773K +14,890 +22%
FAIM
78
Financial Advocates Investment Management
Washington
$4.11M +$2.26M +43,552 +117%
CM
79
Columbus Macro
Pennsylvania
$3.99M +$4.06M +78,205 New
SWP
80
Stratos Wealth Partners
Ohio
$3.97M -$1.75M -33,608 -30%
CGH
81
Crossmark Global Holdings
Texas
$3.93M +$4M +77,000 New
NFG
82
Norris Financial Group
South Carolina
$3.83M -$837K -16,125 -18%
PAG
83
Private Advisory Group
Washington
$3.73M +$3.8M +73,144 New
HR
84
Hayden Royal
North Carolina
$3.68M +$46.7K +900 +1%
Renaissance Technologies
85
Renaissance Technologies
New York
$3.63M -$6.29M -121,100 -63%
PBF
86
Petix & Botte Financial
California
$3.37M +$1.25M +24,113 +58%
DADC
87
D.A. Davidson & Co
Montana
$3.35M +$1.71M +32,864 +100%
CA
88
Claro Advisors
Massachusetts
$3.29M +$1.19M +22,919 +55%
GWM
89
Geneos Wealth Management
Colorado
$3.26M +$178K +3,428 +6%
RIS
90
Retirement Income Solutions
Michigan
$3.25M +$74.4K +1,432 +2%
GM
91
GeoWealth Management
Illinois
$3.25M +$429K +8,270 +15%
ASN
92
Advisory Services Network
Georgia
$3.22M +$2.86M +55,112 +680%
FFN
93
Focus Financial Network
Minnesota
$3.21M +$276K +5,316 +9%
MA
94
Mutual Advisors
Nebraska
$3.07M +$194K +3,739 +7%
NA
95
NewEdge Advisors
Louisiana
$2.97M -$262K -5,046 -8%
ACP
96
Aviance Capital Partners
Florida
$2.86M +$217K +4,174 +8%
CPIG
97
Chicago Partners Investment Group
Illinois
$2.71M +$2.7K +52 +0.1%
CA
98
Cetera Advisors
Colorado
$2.69M +$1.46M +28,176 +115%
FHC
99
First Heartland Consultants
Missouri
$2.62M -$742K -14,293 -22%
Deutsche Bank
100
Deutsche Bank
Germany
$2.58M +$2.44M +47,046 +1,304%