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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
SAM
101
Stringer Asset Management
Tennessee
$1.57M +$1.57M +30,210 New
SIA
102
Strategic Investment Advisors
Michigan
$1.55M +$150K +2,892 +11%
CAAS
103
Capital Asset Advisory Services
Michigan
$1.54M +$606K +11,680 +65%
IWM
104
IHT Wealth Management
Illinois
$1.48M -$1.07M -20,561 -42%
AT
105
Arden Trust
Delaware
$1.48M -$600K -11,569 -29%
SIG
106
Sargent Investment Group
Maryland
$1.48M +$1.48M +28,465 New
WWM
107
Western Wealth Management
Colorado
$1.46M -$85.8K -1,654 -6%
NWM
108
Northwest Wealth Management
Iowa
$1.44M -$4K -77 -0.3%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$1.43M -$143K -2,751 -9%
CF
110
Centaurus Financial
California
$1.43M +$40.2K +775 +3%
AIC
111
Ameritas Investment Company
Nebraska
$1.43M +$975K +18,780 +217%
AI
112
Atria Investments
North Carolina
$1.41M +$89K +1,715 +7%
MHS
113
M Holdings Securities
Oregon
$1.4M +$147K +2,834 +12%
KWM
114
Kingsview Wealth Management
Oregon
$1.33M +$354K +6,824 +36%
DI
115
DFPG Investments
Utah
$1.33M -$29.2K -563 -2%
MFG
116
Merit Financial Group
Georgia
$1.32M +$1.32M +25,466 New
BRWA
117
B. Riley Wealth Advisors
Florida
$1.31M -$42.1K -811 -3%
SG
118
StoneX Group
New York
$1.28M +$175K +3,377 +16%
AAS
119
Avantax Advisory Services
Texas
$1.26M +$905K +17,432 +259%
PP
120
Paloma Partners
Connecticut
$1.25M +$291K +5,609 +30%
CIAS
121
Capital Investment Advisory Services
North Carolina
$1.21M +$188K +3,623 +18%
AIM
122
Advantage Investment Management
Iowa
$1.15M -$34K -656 -3%
PG
123
Patten Group
Tennessee
$1.15M +$225K +4,341 +25%
CA
124
Claro Advisors
Massachusetts
$1.14M -$24.5K -472 -2%
AL
125
Aspiriant LLC
California
$1.12M +$1.12M +21,523 New