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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
APWA
101
Atlas Private Wealth Advisors
New Jersey
$3.12M +$3.12M +60,349 New
LWS
102
Lucia Wealth Services
California
$3.11M +$1.95M +37,795 +169%
NWS
103
Newport Wealth Strategies
California
$3.06M +$1.63M +31,630 +114%
US Bancorp
104
US Bancorp
Minnesota
$3.06M -$1.17M -22,643 -28%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$2.96M +$2.95M +57,204 New
CPIG
106
Chicago Partners Investment Group
Illinois
$2.92M +$199K +3,845 +7%
CA
107
Cambridge Advisors
Nebraska
$2.89M +$473K +9,169 +20%
MWM
108
Mattern Wealth Management
Kansas
$2.88M +$2.88M +55,820 New
GLA
109
Good Life Advisors
Pennsylvania
$2.8M +$185K +3,576 +7%
RCAG
110
Rehmann Capital Advisory Group
Michigan
$2.79M +$995K +19,264 +55%
Deutsche Bank
111
Deutsche Bank
Germany
$2.74M +$122K +2,366 +5%
CF
112
Centaurus Financial
California
$2.65M +$761K +14,732 +40%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$2.47M +$547K +10,602 +28%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$2.42M +$203K +3,931 +9%
NA
115
NewEdge Advisors
Louisiana
$2.39M -$626K -12,128 -21%
FA
116
FMA Advisory
Pennsylvania
$2.35M +$79K +1,531 +3%
PWP
117
Principle Wealth Partners
Connecticut
$2.27M
SI
118
Stephens Inc
Arkansas
$2.16M +$34.3K +665 +2%
FIM
119
Freedom Investment Management
Connecticut
$2.15M -$287K -5,566 -12%
MI
120
Moneywise Inc
Virginia
$2.11M -$21.9K -425 -1%
WS
121
Wedbush Securities
California
$2.11M +$902K +17,462 +75%
APA
122
American Portfolios Advisors
New York
$2.1M -$4.26M -82,453 -67%
CA
123
Cetera Advisors
Colorado
$2.07M -$649K -12,568 -24%
TCWM
124
Total Clarity Wealth Management
Illinois
$2.06M +$46K +891 +2%
RA
125
RFG Advisory
Alabama
$2.02M +$62.4K +1,208 +3%