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

106 hedge funds and large institutions have $556M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
106
Holders Change
+21
Holders Change %
+24.71%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
47
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$156M 3,016,854 +336,941 +13%
WI
2
WBI Investments
New Jersey
$43.2M 836,473 +836,473 New
UBS Group
3
UBS Group
Switzerland
$41.7M 807,971 +350,096 +76%
Bank of America
4
Bank of America
North Carolina
$28.8M 558,212 +108,948 +24%
PAG
5
Pinnacle Advisory Group
Maryland
$26.4M 510,500 +15,263 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.4M 471,645 +202,497 +75%
LPL Financial
7
LPL Financial
California
$18M 347,717 -25,517 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$17.4M 336,743 +73,100 +28%
UCFA
9
United Capital Financial Advisors
Texas
$16.8M 325,093 +33,605 +12%
AWMS
10
Advocacy Wealth Management Services
Georgia
$14.4M 278,418 -410,479 -60%
MMA
11
Miracle Mile Advisors
California
$11.4M 220,242 +8,189 +4%
RJA
12
Raymond James & Associates
Florida
$7.76M 150,273 -42,082 -22%
BFG
13
Beacon Financial Group
Texas
$7.35M 142,363 -5,248 -4%
FIM
14
Freedom Investment Management
Connecticut
$6.96M 134,855 -2,495 -2%
EIA
15
Eldridge Investment Advisors
New Hampshire
$6.5M 125,763 +125,763 New
Stifel Financial
16
Stifel Financial
Missouri
$6.48M 125,472 +20,500 +20%
SI
17
SII Investments
Wisconsin
$6.45M 124,777 -6,970 -5%
Citigroup
18
Citigroup
New York
$5.85M 113,185 +42,486 +60%
BFG
19
Barber Financial Group
Kansas
$5.29M 102,410 +102,410 New
SIM
20
SSI Investment Management
California
$5.22M 101,135 +6,190 +7%
FCAG
21
First Capital Advisors Group
New Jersey
$5.17M 100,078 +11,163 +13%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.88M 94,470 +40,883 +76%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.62M 89,521 +20,836 +30%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.26M 82,429 -3,412 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.24M 82,132 +5,587 +7%