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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
CAAS
101
Capital Asset Advisory Services
Michigan
$619K +$618K +12,132 New
SPIA
102
Steward Partners Investment Advisory
New York
$595K +$320K +6,293 +117%
CA
103
Cetera Advisors
Colorado
$594K +$207K +4,073 +54%
PAS
104
Partnervest Advisory Services
California
$585K +$584K +11,459 New
WS
105
Wedbush Securities
California
$575K +$1.22K +24 +0.2%
SI
106
Stephens Inc
Arkansas
$554K -$7.13K -140 -1%
ACM
107
Allred Capital Management
Texas
$544K +$543K +10,671 New
SG
108
StoneX Group
New York
$532K +$51.1K +1,004 +11%
1IA
109
1834 Investment Advisors
Wisconsin
$530K -$11.1K -218 -2%
SCM
110
Smith Capital Management
Arkansas
$511K +$509K +10,000 New
JIP
111
Jaffetilchin Investment Partners
Florida
$484K -$4.23K -83 -0.9%
NFG
112
Next Financial Group
Texas
$472K +$471K +9,244 New
NEPWA
113
New England Private Wealth Advisors
Massachusetts
$456K +$3.16K +62 +0.7%
SPC
114
Sigma Planning Corp
Michigan
$446K -$7.69K -151 -2%
BWCS
115
Beirne Wealth Consulting Services
Connecticut
$435K +$434K +8,517 New
Bank of New York Mellon
116
Bank of New York Mellon
New York
$403K +$133K +2,612 +50%
AF
117
Allworth Financial
California
$398K +$397K +7,797 New
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$396K +$87.1K +1,710 +28%
HFS
119
HL Financial Services
Kentucky
$394K -$613K -12,029 -61%
CAM
120
Concorde Asset Management
Michigan
$388K -$60.7K -1,192 -14%
VWM
121
Venturi Wealth Management
Texas
$386K -$140K -2,755 -27%
RJT
122
Raymond James Trust
Florida
$365K
TW
123
Towerpoint Wealth
California
$362K +$361K +7,089 New
VAG
124
VisionPoint Advisory Group
Texas
$352K +$351K +6,886 New
AFA
125
American Financial Advisors
Georgia
$338K +$337K +6,624 New