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

309 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $4.12B → $4.48B (+$359M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more funds holding

Funds holding: 304309 (+5)

0.1% less ownership

Funds ownership: 73.9%73.8% (-0.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $553K

Holders
309
Holders Change
+5
Holders Change %
+1.64%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
26
Increased
161
Reduced
89
Closed
20
Calls
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
76
Focus Financial Network
Minnesota
$6.24M +$811K +15,676 +15%
WI
77
Wintrust Investments
Illinois
$6.2M +$401K +7,758 +7%
FAIM
78
Financial Advocates Investment Management
Washington
$6.05M +$1.23M +23,715 +25%
CA
79
Claro Advisors
Massachusetts
$5.95M +$931K +17,989 +19%
AAS
80
Avantax Advisory Services
Texas
$5.9M +$686K +13,255 +13%
SI
81
Stephens Inc
Arkansas
$5.88M +$3.73M +72,005 +172%
ASN
82
Advisory Services Network
Georgia
$5.85M +$601K +11,625 +11%
FHC
83
First Heartland Consultants
Missouri
$5.85M +$258K +4,991 +5%
SPC
84
Sigma Planning Corp
Michigan
$5.68M +$4.57M +88,326 +408%
CAN
85
Cetera Advisor Networks
California
$5.58M +$543K +10,500 +11%
CSM
86
CAMG Solamere Management
North Carolina
$5.42M +$298K +5,762 +6%
BRWM
87
B. Riley Wealth Management
Tennessee
$5.35M +$4.28M +82,806 +401%
SIM
88
SSI Investment Management
California
$5.25M +$568K +10,978 +12%
GLA
89
Good Life Advisors
Pennsylvania
$5.16M +$2.36M +45,693 +84%
RCAG
90
Rehmann Capital Advisory Group
Michigan
$5.06M +$2.27M +43,935 +81%
PBF
91
Petix & Botte Financial
California
$4.89M -$2.77M -53,544 -36%
22CM
92
20/20 Capital Management
California
$4.74M -$162K -3,130 -3%
CM
93
Columbus Macro
Pennsylvania
$4.67M -$1.34M -25,926 -22%
KPWS
94
Kestra Private Wealth Services
Texas
$4.66M +$4.67M +90,200 New
SFS
95
Sowell Financial Services
Arkansas
$4.59M -$830K -16,036 -15%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$4.53M +$1.57M +30,412 +53%
APWA
97
Atlas Private Wealth Advisors
New Jersey
$4.53M +$1.41M +27,219 +45%
DADC
98
D.A. Davidson & Co
Montana
$4.5M +$350K +6,767 +8%
SF
99
Synovus Financial
Georgia
$4.42M +$4.41M +85,237 +31,687%
CWM
100
Cranbrook Wealth Management
Michigan
$4.32M +$34.9K +674 +0.8%