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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
JAWM
126
J. Arnold Wealth Management
Ohio
$1.78M +$1.81M +34,948 New
RCAG
127
Rehmann Capital Advisory Group
Michigan
$1.77M +$1.8M +34,746 New
SIA
128
Strategic Investment Advisors
Michigan
$1.7M +$42.9K +826 +3%
IFG
129
Independent Financial Group
California
$1.68M +$1.72M +33,032 New
IA
130
IFG Advisory
Georgia
$1.68M -$188K -3,615 -10%
MFG
131
Merit Financial Group
Georgia
$1.64M +$26.2K +504 +2%
UWM
132
USAdvisors Wealth Management
Minnesota
$1.63M +$1.18M +22,685 +243%
DI
133
DFPG Investments
Utah
$1.62M -$258K -4,968 -14%
SIG
134
Sargent Investment Group
Maryland
$1.56M -$411K -7,925 -21%
CAL
135
Capital Analysts LLC
Pennsylvania
$1.53M -$488K -9,408 -24%
KWM
136
Kingsview Wealth Management
Oregon
$1.52M -$190K -3,650 -11%
CIAS
137
Capital Investment Advisory Services
North Carolina
$1.51M +$157K +3,032 +11%
FFC
138
Fure Financial Corporation
Minnesota
$1.5M +$10.2K +197 +0.7%
MIAN
139
Mariner Independent Advisor Network
Kansas
$1.49M -$599K -11,531 -28%
AI
140
Atria Investments
North Carolina
$1.47M +$174K +3,357 +13%
CPIA
141
Cornell Pochily Investment Advisors
New York
$1.47M +$174K +3,356 +13%
CRCM
142
Corbett Road Capital Management
Virginia
$1.46M -$1.15M -22,164 -44%
WWM
143
Western Wealth Management
Colorado
$1.43M -$137K -2,635 -9%
NWS
144
Newport Wealth Strategies
California
$1.43M +$1.2M +23,090 +506%
AW
145
ACG Wealth
Georgia
$1.37M -$1.42M -27,417 -50%
NEPWA
146
New England Private Wealth Advisors
Massachusetts
$1.36M +$911K +17,538 +191%
MHS
147
M Holdings Securities
Oregon
$1.35M +$98.3K +1,894 +8%
PG
148
Patten Group
Tennessee
$1.35M -$22.4K -431 -2%
SG
149
StoneX Group
New York
$1.34M -$982K -18,916 -42%
JP Morgan Chase
150
JP Morgan Chase
New York
$1.33M -$6.54M -125,998 -83%