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

19 hedge funds and large institutions have $31.1M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

36% more funds holding

Funds holding: 1419 (+5)

20% more capital invested

Capital invested by funds: $25.9M → $31.1M (+$5.21M)

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1
Freedom Investment Management
Connecticut
$5.7M +$1.58M +30,790 +39%
Morgan Stanley
2
Morgan Stanley
New York
$5.67M +$5.66M +109,997 New
BTS
3
BB&T Securities
Virginia
$4.18M +$4.17M +81,129 New
GWM
4
Geneos Wealth Management
Colorado
$3.05M +$512K +9,950 +20%
FAAS
5
First Allied Advisory Services
California
$2.35M +$2.33M +45,385 New
LPL Financial
6
LPL Financial
California
$2.32M +$57K +1,108 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.43M -$157K -3,057 -10%
Bank of America
8
Bank of America
North Carolina
$1.15M +$889K +17,280 +350%
Jane Street
9
Jane Street
New York
$949K -$1.28M -24,988 -58%
AG
10
Advisor Group
Arizona
$854K +$853K +16,591 New
VKH
11
Virtu KCG Holdings
New York
$678K +$675K +13,133 New
MFS
12
MSI Financial Services
Massachusetts
$616K +$240K +4,671 +64%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$528K +$458K +8,904 +673%
BWM
14
BerganKDV Wealth Management
Minnesota
$498K +$497K +9,657 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$421K +$419K +8,156 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$372K -$3.35M -65,051 -90%
PFS
17
Prospera Financial Services
Texas
$321K +$320K +6,216 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$40K +$4.37K +85 +12%
FHC
19
First Heartland Consultants
Missouri
$2.04K +$63.9K +1,243 +3%
IA
20
IFP Advisors
Florida
-$6.94M -135,299 Closed
AIG
21
American International Group
New York
-$48K -942 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$5K -96 Closed