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
BRWM
176
B. Riley Wealth Management
Tennessee
$1.07M +$137K +2,663 +15%
EH
177
Equitable Holdings
New York
$1.06M +$124K +2,405 +13%
CAM
178
Concorde Asset Management
Michigan
$1.03M -$49.9K -966 -5%
LFG
179
Larson Financial Group
Missouri
$1.01M +$106K +2,044 +12%
FHA
180
Flagship Harbor Advisors
Massachusetts
$993K +$2.63K +51 +0.3%
IWC
181
Integrated Wealth Concepts
Massachusetts
$988K +$39.3K +761 +4%
DC
182
Davenport & Co
Virginia
$966K -$25.8K -500 -3%
Comerica Bank
183
Comerica Bank
Texas
$934K +$413K +8,000 +80%
FHA
184
First Horizon Advisors
Tennessee
$931K +$35.6K +690 +4%
NEPWA
185
New England Private Wealth Advisors
Massachusetts
$909K -$471K -9,122 -34%
FSA
186
Financial Services Advisory
Maryland
$909K +$908K +17,583 New
CAS
187
Cascadia Advisory Services
Oregon
$895K +$894K +17,318 New
ECA
188
Elevated Capital Advisors
Utah
$890K +$888K +17,198 New
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$865K +$864K +16,731 New
COF
190
Capital One Financial
Virginia
$822K +$7.59K +147 +0.9%
TCM
191
Telos Capital Management
California
$806K -$1.72M -33,318 -68%
ACA
192
Aptus Capital Advisors
Alabama
$800K +$457K +8,844 +133%
SFP
193
Strategic Financial Partners
Oregon
$795K -$7.9K -153 -1%
GRP
194
Global Retirement Partners
California
$779K +$283K +5,479 +57%
MOS
195
MGO One Seven
Ohio
$762K +$44.9K +869 +6%
NWM
196
Northwest Wealth Management
Iowa
$761K -$226K -4,382 -23%
WIA
197
Wealthstreet Investment Advisors
Texas
$744K +$744K +14,400 New
MSAM
198
Moloney Securities Asset Management
Missouri
$736K +$13.9K +270 +2%
TFA
199
Teamwork Financial Advisors
Texas
$731K +$730K +14,147 New
IF
200
Intrua Financial
Texas
$722K +$720K +13,944 New