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

304 hedge funds and large institutions have $4.12B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 77

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

13% more capital invested

Capital invested by funds: $3.65B → $4.12B (+$476M)

6% more funds holding

Funds holding: 286304 (+18)

1.05% more ownership

Funds ownership: 72.84%73.9% (+1.1%)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

Holders
304
Holders Change
+18
Holders Change %
+6.29%
% of All Funds
6.23%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.66%
New
40
Increased
158
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$5.25M +$1.98M +38,421 +61%
AAS
77
Avantax Advisory Services
Texas
$5.22M -$651K -12,612 -11%
PFS
78
Prospera Financial Services
Texas
$5.16M +$145K +2,804 +3%
CSM
79
CAMG Solamere Management
North Carolina
$5.12M +$2.76M +53,455 +117%
CAN
80
Cetera Advisor Networks
California
$5.04M -$260K -5,045 -5%
CA
81
Claro Advisors
Massachusetts
$5.02M +$1.68M +32,593 +51%
22CM
82
20/20 Capital Management
California
$4.92M -$2.15M -41,623 -30%
FAIM
83
Financial Advocates Investment Management
Washington
$4.83M +$659K +12,760 +16%
SIM
84
SSI Investment Management
California
$4.68M +$4.14M +80,095 +758%
JAWM
85
J. Arnold Wealth Management
Ohio
$4.51M +$2.7M +52,316 +150%
CWM
86
Cranbrook Wealth Management
Michigan
$4.29M -$185K -3,579 -4%
SCM
87
Smith Capital Management
Arkansas
$4.16M -$39K -755 -0.9%
DADC
88
D.A. Davidson & Co
Montana
$4.16M +$764K +14,806 +23%
CGH
89
Crossmark Global Holdings
Texas
$3.98M
NFG
90
Norris Financial Group
South Carolina
$3.92M +$36.8K +712 +0.9%
PBF
91
Petix & Botte Financial
California
$3.83M +$4.23M +81,974 +124%
MA
92
Mutual Advisors
Nebraska
$3.82M +$701K +13,574 +23%
AIC
93
Ameritas Investment Company
Nebraska
$3.7M +$1.53M +29,654 +71%
OMC
94
Old Mission Capital
Illinois
$3.47M +$2.47M +47,776 +246%
BWM
95
BerganKDV Wealth Management
Minnesota
$3.43M +$840K +16,276 +32%
GWM
96
Geneos Wealth Management
Colorado
$3.39M +$127K +2,450 +4%
LWAC
97
Laurel Wealth Advisors (California)
California
$3.35M +$3.35M +64,904 New
ACP
98
Aviance Capital Partners
Florida
$3.34M +$438K +8,480 +15%
RIS
99
Retirement Income Solutions
Michigan
$3.32M +$26.8K +519 +0.8%
GM
100
GeoWealth Management
Illinois
$3.29M -$4.23K -82 -0.1%