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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
LMBS
126 hedge funds and large institutions have $864M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 25 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
168% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 25
22% more capital invested
Capital invested by funds: $707M → $864M (+$157M)
10% more funds holding
Funds holding: 115 → 126 (+11)
5.18% more ownership
Funds ownership: 59.89% → 65.06% (+5.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
22
Increased
67
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$52.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$47.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$36.1M |
| 4 |
Morgan Stanley
New York
|
+$27.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$20.5M |
Top Sellers
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$21.3M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$18M |
| 3 |
Jane Street
New York
|
-$8.18M |
| 4 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$3.59M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
126
Valeo Financial Advisors
Carmel,
Indiana
| $1K | +$1.28K | +25 | New |
|
|
WI
127
WBI Investments
Red Bank,
New Jersey
| – | -$18M | -349,837 | Closed |
|
|
MFG
128
Merit Financial Group
Alpharetta,
Georgia
| – | -$514K | -20,771 | Closed |
|
|
MIAN
129
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$874K | -17,024 | Closed |
|
130
Millennium Management
New York
| – | -$266K | -5,187 | Closed |
|
131
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$261K | -5,080 | Closed |
|
|
PFGIA
132
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$88K | -1,715 | Closed |
|
|
ACM
133
Aviance Capital Management
Sarasota,
Florida
| – | -$16K | -317 | Closed |
|