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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
AFP
151
Ausdal Financial Partners
Iowa
$1.3M +$219K +4,211 +20%
VWM
152
Venturi Wealth Management
Texas
$1.28M +$1.31M +25,180 New
IWM
153
IHT Wealth Management
Illinois
$1.21M -$24.7K -475 -2%
SPC
154
Sigma Planning Corp
Michigan
$1.19M +$162K +3,119 +15%
OC
155
Oppenheimer & Co
New York
$1.19M +$664K +12,787 +122%
WS
156
Wedbush Securities
California
$1.19M +$162K +3,111 +15%
SW
157
SteelPeak Wealth
California
$1.19M +$354K +6,820 +42%
SAM
158
Stringer Asset Management
Tennessee
$1.18M -$235K -4,530 -16%
AWA
159
Arete Wealth Advisors
Illinois
$1.15M -$727K -13,996 -38%
APC
160
Aspire Private Capital
North Carolina
$1.15M +$40.8K +785 +4%
LWS
161
Lucia Wealth Services
California
$1.14M +$867K +16,699 +295%
NFG
162
Next Financial Group
Texas
$1.13M +$483K +9,305 +73%
BRWA
163
B. Riley Wealth Advisors
Florida
$1.07M -$235K -4,526 -18%
CAM
164
Concorde Asset Management
Michigan
$1.06M +$456K +8,786 +73%
HAS
165
HBW Advisory Services
California
$1.03M +$65.3K +1,258 +7%
TFS
166
TrustCore Financial Services
Tennessee
$994K +$594K +11,442 +142%
OMC
167
Old Mission Capital
Illinois
$990K -$29.4K -567 -3%
DC
168
Davenport & Co
Virginia
$979K -$16.7K -322 -2%
FHA
169
Flagship Harbor Advisors
Massachusetts
$978K +$939K +18,093 +1,678%
NWM
170
Northwest Wealth Management
Iowa
$975K -$187K -3,611 -16%
1W
171
1776 Wealth
Georgia
$957K +$484K +9,315 +100%
IWC
172
Integrated Wealth Concepts
Massachusetts
$936K +$127K +2,447 +15%
EH
173
Equitable Holdings
New York
$928K +$39.2K +755 +4%
BRWM
174
B. Riley Wealth Management
Tennessee
$917K +$111K +2,145 +14%
LFG
175
Larson Financial Group
Missouri
$897K +$47.9K +922 +6%