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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
CPIA
126
Cornell Pochily Investment Advisors
New York
$2M +$513K +9,945 +34%
KA
127
Kovack Advisors
Florida
$1.96M +$21K +406 +1%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$1.96M -$533K -10,326 -21%
HH
129
Hilltop Holdings
Texas
$1.91M +$3.72K +72 +0.2%
UWM
130
USAdvisors Wealth Management
Minnesota
$1.9M +$248K +4,794 +15%
SIA
131
Strategic Investment Advisors
Michigan
$1.88M +$151K +2,915 +9%
GIA
132
Gladstone Institutional Advisory
Florida
$1.87M +$1.86M +36,107 New
WWM
133
Western Wealth Management
Colorado
$1.86M +$409K +7,913 +28%
EIA
134
Eldridge Investment Advisors
New Hampshire
$1.86M +$24.7K +479 +1%
SIG
135
Sargent Investment Group
Maryland
$1.85M +$263K +5,100 +17%
OWA
136
Outlook Wealth Advisors
Texas
$1.83M -$92.9K -1,799 -5%
MHS
137
M Holdings Securities
Oregon
$1.82M +$446K +8,637 +33%
IFG
138
Independent Financial Group
California
$1.79M +$81.3K +1,574 +5%
KWM
139
Kingsview Wealth Management
Oregon
$1.76M +$211K +4,088 +14%
BZWA
140
Blue Zone Wealth Advisors
California
$1.72M -$421K -8,152 -20%
VWM
141
Venturi Wealth Management
Texas
$1.65M +$353K +6,828 +27%
CRCM
142
Corbett Road Capital Management
Virginia
$1.6M +$123K +2,373 +8%
SBL
143
Sargent Bickham Lagudis
Colorado
$1.59M -$494K -9,562 -24%
CAL
144
Capital Analysts LLC
Pennsylvania
$1.57M +$21.7K +420 +1%
CFGS
145
Concourse Financial Group Securities
Alabama
$1.56M -$270K -5,226 -15%
DI
146
DFPG Investments
Utah
$1.56M -$72K -1,394 -4%
IA
147
IFG Advisory
Georgia
$1.56M -$148K -2,873 -9%
CIAS
148
Capital Investment Advisory Services
North Carolina
$1.53M -$3.46K -67 -0.2%
MIAN
149
Mariner Independent Advisor Network
Kansas
$1.48M -$19.2K -371 -1%
NFG
150
Next Financial Group
Texas
$1.48M +$340K +6,583 +30%