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

304 hedge funds and large institutions have $4.12B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 77

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

13% more capital invested

Capital invested by funds: $3.65B → $4.12B (+$476M)

6% more funds holding

Funds holding: 286304 (+18)

1.05% more ownership

Funds ownership: 72.84%73.9% (+1.1%)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

Holders
304
Holders Change
+18
Holders Change %
+6.29%
% of All Funds
6.23%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.66%
New
40
Increased
158
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWP
201
Northstar Wealth Partners
Connecticut
$713K +$234K +4,531 +49%
OA
202
Oxbow Advisors
Texas
$696K
EWM
203
EPG Wealth Management
Georgia
$677K +$19K +368 +3%
CRWM
204
Castle Rock Wealth Management
California
$649K -$38.7K -750 -6%
PIA
205
Pinion Investment Advisors
Kansas
$639K +$6.97K +135 +1%
TC
206
TownSquare Capital
Utah
$638K +$9.04K +175 +1%
OIA
207
Optimum Investment Advisors
Illinois
$592K +$98.1K +1,900 +20%
CFG
208
Cooper Financial Group
California
$591K +$3.41K +66 +0.6%
LNWWM
209
Laird Norton Wetherby Wealth Management
California
$589K
CWA
210
Clarus Wealth Advisors
Arizona
$579K +$577K +11,173 New
1IA
211
1834 Investment Advisors
Wisconsin
$553K
CWS
212
Cypress Wealth Services
California
$553K
CWM
213
Cornerstone Wealth Management
Missouri
$550K +$550K +10,647 New
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
$548K -$21.5K -417 -4%
PAG
215
Pinnacle Advisory Group
Maryland
$543K
SIAP
216
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$516K
AW
217
ACG Wealth
Georgia
$510K -$879K -17,027 -63%
WWM
218
WT Wealth Management
Arizona
$505K +$184K +3,555 +57%
FWM
219
Frontier Wealth Management
Missouri
$505K +$504K +9,770 New
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$491K +$371K +7,178 +309%
1W
221
1776 Wealth
Georgia
$485K -$477K -9,233 -50%
BHWM
222
Bay Harbor Wealth Management
Maryland
$471K -$5.42K -105 -1%
JCM
223
Jacobi Capital Management
Pennsylvania
$457K +$343K +6,645 +303%
TW
224
Towerpoint Wealth
California
$453K +$96.6K +1,870 +27%
TC
225
Telemus Capital
Michigan
$451K -$206K -3,987 -31%