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

126 hedge funds and large institutions have $864M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

168% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 25

22% more capital invested

Capital invested by funds: $707M → $864M (+$157M)

10% more funds holding

Funds holding: 115126 (+11)

5.18% more ownership

Funds ownership: 59.89%65.06% (+5.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
22
Increased
67
Reduced
25
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
$202M +$27.1M +528,286 +15%
Bank of America
2
Bank of America
North Carolina
$104M +$47.3M +922,914 +83%
UBS Group
3
UBS Group
Switzerland
$77.5M +$15.1M +293,864 +24%
Wells Fargo
4
Wells Fargo
California
$70.6M +$36.1M +704,660 +104%
LPL Financial
5
LPL Financial
California
$53.2M +$20.5M +400,708 +63%
UCFA
6
United Capital Financial Advisors
Texas
$32.2M +$6.13M +119,586 +23%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$24.1M +$1.98M +38,596 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$20.9M +$2.55M +49,856 +14%
CWM
9
Cornerstone Wealth Management
Missouri
$20.6M +$52.8M +1,031,370 +4,461%
RJA
10
Raymond James & Associates
Florida
$18.5M +$4.7M +91,818 +34%
AWMS
11
Advocacy Wealth Management Services
Georgia
$15.7M +$715K +13,954 +5%
MMA
12
Miracle Mile Advisors
California
$13.7M +$542K +10,570 +4%
FAM
13
Flaharty Asset Management
Florida
$9.74M -$218K -4,247 -2%
LFAS
14
Level Four Advisory Services
Texas
$9.26M +$1.61M +31,413 +21%
Stifel Financial
15
Stifel Financial
Missouri
$8.84M +$442K +8,622 +5%
BFG
16
Beacon Financial Group
Texas
$8.54M +$41.6K +812 +0.5%
FIM
17
Freedom Investment Management
Connecticut
$7.58M +$531K +10,367 +8%
EIA
18
Eldridge Investment Advisors
New Hampshire
$7.2M +$563K +10,998 +8%
WI
19
Wintrust Investments
Illinois
$6.92M +$994K +19,398 +17%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$6.74M
FCAG
21
First Capital Advisors Group
New Jersey
$6.55M +$1.1M +21,540 +20%
PA
22
Prism Advisors
California
$6.34M +$6.34M +123,837 New
Citigroup
23
Citigroup
New York
$6.18M +$143K +2,786 +2%
IA
24
IFP Advisors
Florida
$5.97M +$4.28M +83,581 +253%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.75M +$239K +4,667 +4%