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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
GLA
101
Good Life Advisors
Pennsylvania
$2.58M +$704K +13,561 +37%
BWM
102
BerganKDV Wealth Management
Minnesota
$2.56M -$580K -11,180 -18%
TCM
103
Telos Capital Management
California
$2.5M +$52.6K +1,014 +2%
FIM
104
Freedom Investment Management
Connecticut
$2.46M -$48.2K -928 -2%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$2.46M -$511K -9,842 -17%
CA
106
Cambridge Advisors
Nebraska
$2.38M -$8.98K -173 -0.4%
CSM
107
CAMG Solamere Management
North Carolina
$2.33M +$2.37M +45,631 New
FA
108
FMA Advisory
Pennsylvania
$2.25M +$17.3K +334 +0.8%
PWP
109
Principle Wealth Partners
Connecticut
$2.24M +$1.71M +32,890 +299%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$2.19M +$130K +2,512 +6%
AIC
111
Ameritas Investment Company
Nebraska
$2.15M -$3.03M -58,437 -58%
BFA
112
Brendel Financial Advisors
New Hampshire
$2.14M +$2.18M +41,937 New
BZWA
113
Blue Zone Wealth Advisors
California
$2.11M +$27.6K +531 +1%
MI
114
Moneywise Inc
Virginia
$2.11M +$118K +2,268 +6%
SI
115
Stephens Inc
Arkansas
$2.1M +$1.5M +28,878 +236%
SBL
116
Sargent Bickham Lagudis
Colorado
$2.06M -$1.3M -25,082 -38%
TCWM
117
Total Clarity Wealth Management
Illinois
$1.99M +$296K +5,710 +17%
RA
118
RFG Advisory
Alabama
$1.93M -$216K -4,157 -10%
KA
119
Kovack Advisors
Florida
$1.92M -$31.2K -601 -2%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$1.9M +$250K +4,815 +15%
OWA
121
Outlook Wealth Advisors
Texas
$1.89M +$1.93M +37,133 New
HH
122
Hilltop Holdings
Texas
$1.88M -$27.7K -533 -1%
CF
123
Centaurus Financial
California
$1.86M +$432K +8,320 +30%
CFGS
124
Concourse Financial Group Securities
Alabama
$1.81M +$553K +10,659 +43%
EIA
125
Eldridge Investment Advisors
New Hampshire
$1.81M -$1.47M -28,396 -44%