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

268 hedge funds and large institutions have $2.66B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 127 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+37
Holders Change %
+16.02%
% of All Funds
5.29%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.45%
New
64
Increased
127
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
176
Concorde Asset Management
Michigan
$623K -$74.3K -1,434 -11%
RFN
177
RDA Financial Network
Iowa
$618K +$104K +2,005 +20%
GLR
178
Great Lakes Retirement
Ohio
$603K +$603K +11,646 New
IFG
179
Investors Financial Group
Minnesota
$598K +$598K +11,536 New
CFG
180
Cooper Financial Group
California
$585K +$3.37K +65 +0.6%
CAS
181
Cascadia Advisory Services
Oregon
$580K +$580K +11,199 New
PWP
182
Principle Wealth Partners
Connecticut
$570K +$570K +11,012 New
SIAP
183
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$569K +$569K +11,000 New
1IA
184
1834 Investment Advisors
Wisconsin
$555K
CWS
185
Cypress Wealth Services
California
$554K
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$554K +$554K +10,708 New
OC
187
Oppenheimer & Co
New York
$545K +$545K +10,519 New
JIP
188
Jaffetilchin Investment Partners
Florida
$537K +$537K +10,373 New
PAS
189
Partnervest Advisory Services
California
$534K
AAMC
190
Asset Allocation & Management Company
Illinois
$502K +$502K +9,691 New
BHWM
191
Bay Harbor Wealth Management
Maryland
$495K -$984 -19 -0.2%
OIA
192
Optimum Investment Advisors
Illinois
$495K +$145K +2,800 +41%
CCA
193
Clearwater Capital Advisors
Illinois
$484K -$254K -4,900 -34%
UWM
194
USAdvisors Wealth Management
Minnesota
$484K +$484K +9,351 New
SF
195
Synovus Financial
Georgia
$482K +$482K +9,305 New
1W
196
1776 Wealth
Georgia
$482K +$482K +9,315 New
NWP
197
Northstar Wealth Partners
Connecticut
$480K +$154K +2,975 +47%
NEPWA
198
New England Private Wealth Advisors
Massachusetts
$475K +$2.75K +53 +0.6%
GRP
199
Global Retirement Partners
California
$452K +$79.9K +1,542 +21%
AF
200
Allworth Financial
California
$451K +$47.1K +909 +12%