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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
Comerica Bank
201
Comerica Bank
Texas
$519K +$522K +10,061 New
SIAP
202
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$510K -$51.9K -1,000 -9%
GRP
203
Global Retirement Partners
California
$489K +$44.8K +863 +10%
OIA
204
Optimum Investment Advisors
Illinois
$487K
NWP
205
Northstar Wealth Partners
Connecticut
$473K
BHWM
206
Bay Harbor Wealth Management
Maryland
$470K -$17.4K -336 -4%
5L
207
55I LLC
Massachusetts
$469K +$474K +9,127 New
PAS
208
Partnervest Advisory Services
California
$468K -$59.5K -1,146 -11%
AWM
209
Adams Wealth Management
Utah
$459K -$831K -16,000 -64%
SW
210
SkyOak Wealth
Michigan
$454K +$463K +8,908 New
AF
211
Allworth Financial
California
$444K +$312 +6 +0.1%
LAS
212
Lloyd Advisory Services
Georgia
$435K +$42.3K +815 +11%
AIS
213
Accurate Investment Solutions
Pennsylvania
$393K +$400K +7,701 New
VBFG
214
Vishria Bird Financial Group
Tennessee
$375K +$382K +7,350 New
PA
215
PFG Advisors
Arizona
$369K +$73.5K +1,415 +25%
HIM
216
Hanlon Investment Management
New Jersey
$366K -$66.4K -1,278 -15%
CA
217
Calton & Associates
Florida
$364K +$371K +7,137 New
RJT
218
Raymond James Trust
Florida
$354K +$13.7K +264 +4%
TW
219
Towerpoint Wealth
California
$352K +$15.6K +300 +5%
WC
220
Waterloo Capital
Texas
$341K +$347K +6,679 New
ACA
221
Aptus Capital Advisors
Alabama
$339K
CWP
222
Capital Wealth Planning
Florida
$339K +$345K +6,654 New
MCCP
223
Mission Creek Capital Partners
California
$338K +$415 +8 +0.1%
GCA
224
Genesee Capital Advisors
New York
$322K +$1.76K +34 +0.5%
WWM
225
WT Wealth Management
Arizona
$317K +$50.6K +975 +19%