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

309 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $4.12B → $4.48B (+$359M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more funds holding

Funds holding: 304309 (+5)

0.1% less ownership

Funds ownership: 73.9%73.8% (-0.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $553K

Holders
309
Holders Change
+5
Holders Change %
+1.64%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
26
Increased
161
Reduced
89
Closed
20
Calls
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
201
Wealthstreet Investment Advisors
Texas
$744K
TCM
202
Telos Capital Management
California
$731K -$75.3K -1,455 -9%
TC
203
TownSquare Capital
Utah
$716K +$77.9K +1,505 +12%
NEPWA
204
New England Private Wealth Advisors
Massachusetts
$714K -$195K -3,767 -21%
CBFP
205
Cedar Brook Financial Partners
Ohio
$700K +$458K +8,856 +189%
OA
206
Oxbow Advisors
Texas
$696K
MSAM
207
Moloney Securities Asset Management
Missouri
$684K -$51.9K -1,004 -7%
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$654K -$210K -4,068 -24%
SAM
209
SignalPoint Asset Management
Missouri
$644K +$213K +4,112 +49%
CCM
210
Chiron Capital Management
Florida
$641K +$642K +12,400 New
PIA
211
Pinion Investment Advisors
Kansas
$639K
MOS
212
MGO One Seven
Ohio
$628K -$134K -2,588 -18%
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$625K +$134K +2,591 +27%
LI
214
LVZ Inc
Michigan
$616K +$616K +11,914 New
CFG
215
Cooper Financial Group
California
$594K +$3.47K +67 +0.6%
CWA
216
Clarus Wealth Advisors
Arizona
$594K +$16.2K +314 +3%
LNWWM
217
Laird Norton Wetherby Wealth Management
California
$589K
ACA
218
Aptus Capital Advisors
Alabama
$581K -$219K -4,240 -27%
IF
219
Intrua Financial
Texas
$579K -$141K -2,724 -20%
FA
220
FDx Advisors
Illinois
$578K +$352K +6,798 +155%
PFS
221
Prospera Financial Services
Texas
$577K -$4.59M -88,647 -89%
Comerica Bank
222
Comerica Bank
Texas
$570K -$362K -7,000 -39%
1IA
223
1834 Investment Advisors
Wisconsin
$553K
PAG
224
Pinnacle Advisory Group
Maryland
$543K
TW
225
Towerpoint Wealth
California
$538K +$85.4K +1,650 +19%