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

284 hedge funds and large institutions have $3.64B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+16
Holders Change %
+5.97%
% of All Funds
6.27%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.8%
New
50
Increased
129
Reduced
87
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
201
Global Retirement Partners
California
$489K +$44K +863 +10%
OIA
202
Optimum Investment Advisors
Illinois
$487K
NWP
203
Northstar Wealth Partners
Connecticut
$473K
BHWM
204
Bay Harbor Wealth Management
Maryland
$470K -$17.1K -336 -4%
5L
205
55I LLC
Massachusetts
$469K +$469K +9,127 New
PAS
206
Partnervest Advisory Services
California
$468K -$58.5K -1,146 -11%
AWM
207
Adams Wealth Management
Utah
$459K -$816K -16,000 -64%
SW
208
SkyOak Wealth
Michigan
$454K +$454K +8,908 New
AF
209
Allworth Financial
California
$444K +$306 +6 +0.1%
LAS
210
Lloyd Advisory Services
Georgia
$435K +$41.6K +815 +11%
AIS
211
Accurate Investment Solutions
Pennsylvania
$393K +$393K +7,701 New
VBFG
212
Vishria Bird Financial Group
Tennessee
$375K +$375K +7,350 New
PA
213
PFG Advisors
Arizona
$369K +$72.9K +1,415 +25%
HIM
214
Hanlon Investment Management
New Jersey
$366K -$65.1K -1,278 -15%
CA
215
Calton & Associates
Florida
$364K +$364K +7,137 New
RJT
216
Raymond James Trust
Florida
$354K +$13.5K +264 +4%
TW
217
Towerpoint Wealth
California
$352K +$15.3K +300 +5%
WC
218
Waterloo Capital
Texas
$341K +$341K +6,679 New
ACA
219
Aptus Capital Advisors
Alabama
$339K
CWP
220
Capital Wealth Planning
Florida
$339K +$339K +6,654 New
MCCP
221
Mission Creek Capital Partners
California
$338K +$408 +8 +0.1%
GCA
222
Genesee Capital Advisors
New York
$322K +$1.73K +34 +0.5%
WWM
223
WT Wealth Management
Arizona
$317K +$49.7K +975 +19%
CCA
224
Clearwater Capital Advisors
Illinois
$303K -$173K -3,390 -36%
IAP
225
Indie Asset Partners
Indiana
$298K +$35.7K +700 +14%