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

79 hedge funds and large institutions have $340M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 12

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $268M → $340M (+$72.7M)

13% more funds holding

Funds holding: 7079 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21.15% less ownership

Funds ownership: 76.75%55.6% (-21%)

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
43
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$101M +$9.86M +188,918 +11%
PAG
2
Pinnacle Advisory Group
Maryland
$25.3M +$18.4M +353,449 +266%
AWMS
3
Advocacy Wealth Management Services
Georgia
$24.8M +$6.11M +116,998 +33%
Bank of America
4
Bank of America
North Carolina
$22.2M +$8.83M +169,291 +66%
LPL Financial
5
LPL Financial
California
$17.7M +$2M +38,282 +13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.2M +$467K +8,945 +4%
MMA
7
Miracle Mile Advisors
California
$11M +$105K +2,011 +1%
UBS Group
8
UBS Group
Switzerland
$10.4M +$9.48M +181,738 +1,020%
RJA
9
Raymond James & Associates
Florida
$8.64M +$2.19M +42,057 +34%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.28M +$447K +8,575 +6%
BFG
11
Beacon Financial Group
Texas
$7.1M +$793K +15,188 +13%
FIM
12
Freedom Investment Management
Connecticut
$6.89M +$355K +6,798 +5%
SI
13
SII Investments
Wisconsin
$6.2M +$5.16M +98,928 +494%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$4.93M -$266K -5,089 -5%
SCA
15
Snowden Capital Advisors
New York
$4.79M +$2.72M +52,094 +131%
Stifel Financial
16
Stifel Financial
Missouri
$4.7M +$512K +9,819 +12%
SIM
17
SSI Investment Management
California
$4.68M +$2.51M +48,194 +116%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.21M +$4.21M +80,737 New
FCAG
19
First Capital Advisors Group
New Jersey
$3.9M +$1.13M +21,651 +41%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.38M +$1.85M +35,504 +121%
IH
21
IFC Holdings
Florida
$2.82M +$2.56M +49,088 +987%
FAAS
22
First Allied Advisory Services
California
$2.59M -$1.79M -34,336 -41%
GWM
23
Geneos Wealth Management
Colorado
$2.53M -$315K -6,042 -11%
MIAN
24
Mariner Independent Advisor Network
Kansas
$2.5M +$2.5M +47,921 New
FHC
25
First Heartland Consultants
Missouri
$2.22M -$144K -2,758 -6%