We are live on ! Find out more
LMBS icon

First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

309 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $4.12B → $4.48B (+$359M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more funds holding

Funds holding: 304309 (+5)

0.1% less ownership

Funds ownership: 73.9%73.8% (-0.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $553K

Holders
309
Holders Change
+5
Holders Change %
+1.64%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
26
Increased
161
Reduced
89
Closed
20
Calls
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
151
Gladstone Institutional Advisory
Florida
$1.65M -$221K -4,268 -12%
CAL
152
Capital Analysts LLC
Pennsylvania
$1.63M +$61.6K +1,191 +4%
VWM
153
Venturi Wealth Management
Texas
$1.61M -$39.4K -761 -2%
OWA
154
Outlook Wealth Advisors
Texas
$1.54M -$281K -5,432 -15%
CRCM
155
Corbett Road Capital Management
Virginia
$1.49M -$118K -2,284 -7%
AWA
156
Arete Wealth Advisors
Illinois
$1.48M +$281K +5,428 +23%
OIA
157
OneDigital Investment Advisors
Kansas
$1.45M +$307K +5,941 +27%
WA
158
Winfield Associates
Ohio
$1.44M +$110K +2,125 +8%
GWSG
159
GPS Wealth Strategies Group
Colorado
$1.41M +$1.41M +27,253 New
PG
160
Patten Group
Tennessee
$1.39M -$20.6K -399 -1%
FFC
161
Fure Financial Corporation
Minnesota
$1.39M -$79.2K -1,530 -5%
SW
162
SteelPeak Wealth
California
$1.39M +$171K +3,301 +14%
IFG
163
Independent Financial Group
California
$1.38M -$404K -7,807 -23%
DI
164
DFPG Investments
Utah
$1.37M -$182K -3,525 -12%
FHB
165
First Hawaiian Bank
Hawaii
$1.32M -$114K -2,200 -8%
EH
166
Equitable Holdings
New York
$1.32M +$260K +5,021 +24%
VBFG
167
Vishria Bird Financial Group
Tennessee
$1.29M +$913K +17,640 +240%
BRWA
168
B. Riley Wealth Advisors
Florida
$1.21M +$29.3K +567 +2%
P
169
&Partners
Tennessee
$1.21M +$773K +14,936 +175%
AF
170
Advisornet Financial
Minnesota
$1.18M +$928K +17,937 +371%
SB
171
Strategic Blueprint
Georgia
$1.17M +$1.18M +22,712 New
APC
172
Aspire Private Capital
North Carolina
$1.15M -$2.74K -53 -0.2%
IFG
173
Investors Financial Group
Minnesota
$1.14M -$28.6K -553 -2%
IWC
174
Integrated Wealth Concepts
Massachusetts
$1.11M +$123K +2,384 +12%
SG
175
StoneX Group
New York
$1.1M -$6.83K -132 -0.6%