We are live on ! Find out more
LMBS icon

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
FFC
151
Fure Financial Corporation
Minnesota
$1.47M -$57.3K -1,110 -4%
FHB
152
First Hawaiian Bank
Hawaii
$1.44M +$1.44M +27,830 New
PG
153
Patten Group
Tennessee
$1.41M +$42.6K +825 +3%
Renaissance Technologies
154
Renaissance Technologies
New York
$1.4M -$2.28M -44,100 -62%
OC
155
Oppenheimer & Co
New York
$1.39M +$186K +3,596 +15%
RIA
156
Regal Investment Advisors
Michigan
$1.38M +$1.37M +26,602 New
WA
157
Winfield Associates
Ohio
$1.33M +$723K +14,000 +119%
GSWM
158
Golden State Wealth Management
California
$1.29M +$1.12M +21,779 +670%
AFP
159
Ausdal Financial Partners
Iowa
$1.27M -$27.4K -531 -2%
SW
160
SteelPeak Wealth
California
$1.21M +$13.8K +267 +1%
M&T Bank
161
M&T Bank
New York
$1.21M +$334K +6,470 +38%
AWA
162
Arete Wealth Advisors
Illinois
$1.2M +$36.4K +705 +3%
IWM
163
IHT Wealth Management
Illinois
$1.2M -$30.5K -591 -2%
BRWA
164
B. Riley Wealth Advisors
Florida
$1.18M +$98.6K +1,910 +9%
IFG
165
Investors Financial Group
Minnesota
$1.17M +$1.17M +22,638 New
APC
166
Aspire Private Capital
North Carolina
$1.15M -$12.8K -247 -1%
WP
167
WealthSource Partners
California
$1.15M -$3.4M -65,904 -75%
OIA
168
OneDigital Investment Advisors
Kansas
$1.15M +$1.15M +22,194 New
SPC
169
Sigma Planning Corp
Michigan
$1.12M -$85.7K -1,659 -7%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M +$303K +5,865 +37%
SG
171
StoneX Group
New York
$1.11M -$256K -4,951 -19%
JIP
172
Jaffetilchin Investment Partners
Florida
$1.1M +$480K +9,292 +78%
HAS
173
HBW Advisory Services
California
$1.09M +$46.6K +902 +4%
SWAG
174
Spectrum Wealth Advisory Group
California
$1.07M +$1.07M +20,667 New
CP
175
Camelot Portfolios
Ohio
$1.07M -$4.32M -83,678 -80%