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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 %
OA
201
Oxbow Advisors
Texas
$444K
HIM
202
Hanlon Investment Management
New Jersey
$438K +$10.6K +205 +2%
ASN
203
Advisory Services Network
Georgia
$419K +$90.4K +1,748 +28%
TFS
204
TrustCore Financial Services
Tennessee
$416K -$18.1K -350 -4%
VCM
205
Virtue Capital Management
Tennessee
$405K +$405K +7,826 New
LAS
206
Lloyd Advisory Services
Georgia
$399K +$399K +7,708 New
SAM
207
Secure Asset Management
Michigan
$381K +$381K +7,353 New
HIS
208
Harvest Investment Services
Illinois
$363K +$17.8K +343 +5%
RJT
209
Raymond James Trust
Florida
$346K +$79.9K +1,541 +30%
ACA
210
Aptus Capital Advisors
Alabama
$344K
MCCP
211
Mission Creek Capital Partners
California
$343K +$343K +6,613 New
TW
212
Towerpoint Wealth
California
$342K -$20K -386 -6%
GCA
213
Genesee Capital Advisors
New York
$325K +$1.86K +36 +0.6%
JWCA
214
J.W. Cole Advisors
Florida
$322K +$322K +6,210 New
TC
215
TownSquare Capital
Utah
$321K +$102K +1,965 +46%
PA
216
PFG Advisors
Arizona
$298K -$1.24K -24 -0.4%
LWS
217
Lucia Wealth Services
California
$294K +$294K +5,669 New
WWM
218
WT Wealth Management
Arizona
$271K +$271K +5,245 New
IAP
219
Indie Asset Partners
Indiana
$267K +$267K +5,150 New
CCG
220
Chatham Capital Group
Georgia
$254K
AWMS
221
Advocacy Wealth Management Services
Georgia
$247K -$1.67M -32,319 -87%
ECA
222
Elevated Capital Advisors
Utah
$240K +$240K +4,634 New
NWS
223
Newport Wealth Strategies
California
$237K +$237K +4,560 New
BFA
224
Beacon Financial Advisory
Ohio
$236K +$236K +4,558 New
ACM
225
Allred Capital Management
Texas
$235K -$63.8K -1,231 -21%