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

309 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, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $4.12B → $4.48B (+$359M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more funds holding

Funds holding: 304309 (+5)

0.1% less ownership

Funds ownership: 73.9%73.8% (-0.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $553K

Holders
309
Holders Change
+5
Holders Change %
+1.64%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
26
Increased
161
Reduced
89
Closed
20
Calls
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
176
Sargent Bickham Lagudis
Colorado
$1.09M -$496K -9,584 -31%
WWM
177
WT Wealth Management
Arizona
$1.09M +$590K +11,403 +117%
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$24.1K -466 -2%
FHA
179
Flagship Harbor Advisors
Massachusetts
$1.05M +$59.4K +1,148 +6%
DC
180
Davenport & Co
Virginia
$1.03M +$60.6K +1,172 +6%
T
181
TRUADVICE
Florida
$999K +$999K +19,316 New
BZWA
182
Blue Zone Wealth Advisors
California
$956K -$766K -14,798 -44%
GSWM
183
Golden State Wealth Management
California
$943K -$351K -6,775 -27%
WP
184
WealthSource Partners
California
$937K -$211K -4,081 -18%
GRP
185
Global Retirement Partners
California
$935K +$157K +3,030 +20%
FHA
186
First Horizon Advisors
Tennessee
$882K -$48.6K -939 -5%
FSA
187
Financial Services Advisory
Maryland
$875K -$33.3K -643 -4%
ECA
188
Elevated Capital Advisors
Utah
$870K -$16.2K -314 -2%
CAS
189
Cascadia Advisory Services
Oregon
$849K -$45.8K -885 -5%
COF
190
Capital One Financial
Virginia
$848K +$25.9K +500 +3%
M&T Bank
191
M&T Bank
New York
$825K -$385K -7,447 -32%
IWM
192
IHT Wealth Management
Illinois
$809K -$391K -7,553 -33%
AssetMark Inc
193
AssetMark Inc
California
$800K +$799K +15,449 +38,623%
SFP
194
Strategic Financial Partners
Oregon
$797K +$1.55K +30 +0.2%
UR
195
USCA RIA
Texas
$787K +$788K +15,235 New
TFA
196
Teamwork Financial Advisors
Texas
$785K +$53.9K +1,041 +7%
PTP
197
Platform Technology Partners
New York
$781K +$482K +9,313 +161%
OIA
198
Optimum Investment Advisors
Illinois
$778K +$186K +3,600 +31%
AIP
199
Ahrens Investment Partners
Louisiana
$765K +$766K +14,800 New
NWM
200
Northwest Wealth Management
Iowa
$754K -$7.35K -142 -1%