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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
LMBS
169 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 27 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
219% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 27
144% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 18
100% more funds holding in top 10
Funds holding in top 10: 7 → 14 (+7)
25% more capital invested
Capital invested by funds: $1.01B → $1.27B (+$255M)
17% more funds holding
Funds holding: 145 → 169 (+24)
0.56% less ownership
Funds ownership: 63.01% → 62.45% (-0.56%)
Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.77%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
44
Increased
86
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$41.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$27.2M |
| 3 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$25.9M |
| 4 |
Morgan Stanley
New York
|
+$25.3M |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$21.7M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
176
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$376K | -7,400 | Closed |
|
177
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$296K | -5,798 | Closed |
|
|
HCIA
178
Hochman Cole Investment Advisors
Deerfield,
Illinois
| – | -$213K | -4,188 | Closed |
|
|
SAM
179
Stringer Asset Management
Memphis,
Tennessee
| – | -$203K | -3,975 | Closed |
|
|
JWS
180
Juncture Wealth Strategies
Scottsdale,
Arizona
| – | -$201K | -3,948 | Closed |
|
|
APP
181
Avantax Planning Partners
Dubuque,
Iowa
| – | -$102K | -2,005 | Closed |
|
|
DWM
182
Destination Wealth Management
Walnut Creek,
California
| – | -$44K | -858 | Closed |
|
183
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$15K | -300 | Closed |
|
184
William Blair & Company
Chicago,
Illinois
| – | -$7K | -144 | Closed |
|
|
MWPCG
185
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| – | -$4K | -70 | Closed |
|
|
TC
186
Trilogy Capital
Irvine,
California
| – | -$2K | -31 | Closed |
|
187
Fidelity Investments
Boston,
Massachusetts
| – | +$51 | +1 | +50% |
|