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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
FHA
176
First Horizon Advisors
Tennessee
$884K +$16.1K +311 +2%
M&T Bank
177
M&T Bank
New York
$864K +$879K +16,934 New
COF
178
Capital One Financial
Virginia
$803K +$818K +15,753 New
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$800K +$26K +500 +3%
SFP
180
Strategic Financial Partners
Oregon
$793K -$302K -5,819 -27%
MSAM
181
Moloney Securities Asset Management
Missouri
$713K +$11.1K +213 +2%
MOS
182
MGO One Seven
Ohio
$707K -$145K -2,793 -17%
VAG
183
VisionPoint Advisory Group
Texas
$706K +$40.5K +780 +6%
OA
184
Oxbow Advisors
Texas
$687K +$255K +4,907 +57%
CRWM
185
Castle Rock Wealth Management
California
$686K -$3.12K -60 -0.5%
TC
186
Telemus Capital
Michigan
$657K -$1.06M -20,460 -62%
EWM
187
EPG Wealth Management
Georgia
$649K -$2.55M -49,188 -79%
AT
188
Arden Trust
Delaware
$646K -$776K -14,940 -54%
TC
189
TownSquare Capital
Utah
$629K +$309K +5,959 +96%
TWM
190
Titus Wealth Management
California
$626K -$260K -5,000 -29%
PIA
191
Pinion Investment Advisors
Kansas
$623K +$411K +7,921 +184%
JIP
192
Jaffetilchin Investment Partners
Florida
$608K +$80.7K +1,554 +15%
WA
193
Winfield Associates
Ohio
$601K +$612K +11,793 New
LNWWM
194
Laird Norton Wetherby Wealth Management
California
$581K +$592K +11,400 New
CFG
195
Cooper Financial Group
California
$580K +$3.38K +65 +0.6%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$562K +$16.6K +320 +3%
1IA
197
1834 Investment Advisors
Wisconsin
$546K
CWS
198
Cypress Wealth Services
California
$546K
SIM
199
SSI Investment Management
California
$539K -$7.8M -150,154 -93%
PAG
200
Pinnacle Advisory Group
Maryland
$536K -$124K -2,385 -19%