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

302 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, 156 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+18
Holders Change %
+6.34%
% of All Funds
6.21%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.64%
New
40
Increased
156
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
201
EPG Wealth Management
Georgia
$677K +$19K +368 +3%
CRWM
202
Castle Rock Wealth Management
California
$649K -$38.9K -750 -6%
PIA
203
Pinion Investment Advisors
Kansas
$639K +$6.98K +135 +1%
TC
204
TownSquare Capital
Utah
$638K +$9.05K +175 +1%
OIA
205
Optimum Investment Advisors
Illinois
$592K +$98.2K +1,900 +20%
CFG
206
Cooper Financial Group
California
$591K +$3.41K +66 +0.6%
LNWWM
207
Laird Norton Wetherby Wealth Management
California
$589K
CWA
208
Clarus Wealth Advisors
Arizona
$579K +$579K +11,173 New
CWS
209
Cypress Wealth Services
California
$553K
1IA
210
1834 Investment Advisors
Wisconsin
$553K
CWM
211
Cornerstone Wealth Management
Missouri
$550K +$550K +10,647 New
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$548K -$21.5K -417 -4%
PAG
213
Pinnacle Advisory Group
Maryland
$543K
SIAP
214
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$516K
AW
215
ACG Wealth
Georgia
$510K -$880K -17,027 -63%
WWM
216
WT Wealth Management
Arizona
$505K +$184K +3,555 +57%
FWM
217
Frontier Wealth Management
Missouri
$505K +$505K +9,770 New
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$491K +$371K +7,178 +309%
1W
219
1776 Wealth
Georgia
$485K -$477K -9,233 -50%
BHWM
220
Bay Harbor Wealth Management
Maryland
$471K -$5.43K -105 -1%
JCM
221
Jacobi Capital Management
Pennsylvania
$457K +$343K +6,645 +303%
TW
222
Towerpoint Wealth
California
$453K +$96.6K +1,870 +27%
TC
223
Telemus Capital
Michigan
$451K -$206K -3,987 -31%
AF
224
Allworth Financial
California
$450K +$258 +5 +0.1%
P
225
&Partners
Tennessee
$442K +$442K +8,557 New