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

308 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, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.67%
New
26
Increased
161
Reduced
88
Closed
19
Calls
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
176
WT Wealth Management
Arizona
$1.09M +$589K +11,403 +117%
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$24.1K -466 -2%
FHA
178
Flagship Harbor Advisors
Massachusetts
$1.05M +$59.3K +1,148 +6%
DC
179
Davenport & Co
Virginia
$1.03M +$60.6K +1,172 +6%
T
180
TRUADVICE
Florida
$999K +$999K +19,316 New
BZWA
181
Blue Zone Wealth Advisors
California
$956K -$765K -14,798 -44%
GSWM
182
Golden State Wealth Management
California
$943K -$350K -6,775 -27%
WP
183
WealthSource Partners
California
$937K -$211K -4,081 -18%
GRP
184
Global Retirement Partners
California
$935K +$157K +3,030 +20%
FHA
185
First Horizon Advisors
Tennessee
$882K -$48.5K -939 -5%
FSA
186
Financial Services Advisory
Maryland
$875K -$33.2K -643 -4%
ECA
187
Elevated Capital Advisors
Utah
$870K -$16.2K -314 -2%
CAS
188
Cascadia Advisory Services
Oregon
$849K -$45.7K -885 -5%
COF
189
Capital One Financial
Virginia
$848K +$25.9K +500 +3%
M&T Bank
190
M&T Bank
New York
$825K -$385K -7,447 -32%
IWM
191
IHT Wealth Management
Illinois
$809K -$390K -7,553 -33%
AssetMark Inc
192
AssetMark Inc
California
$800K +$798K +15,449 +38,623%
SFP
193
Strategic Financial Partners
Oregon
$797K +$1.55K +30 +0.2%
UR
194
USCA RIA
Texas
$787K +$787K +15,235 New
TFA
195
Teamwork Financial Advisors
Texas
$785K +$53.8K +1,041 +7%
PTP
196
Platform Technology Partners
New York
$781K +$481K +9,313 +161%
OIA
197
Optimum Investment Advisors
Illinois
$778K +$186K +3,600 +31%
AIP
198
Ahrens Investment Partners
Louisiana
$765K +$765K +14,800 New
NWM
199
Northwest Wealth Management
Iowa
$754K -$7.34K -142 -1%
WIA
200
Wealthstreet Investment Advisors
Texas
$744K