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

145 hedge funds and large institutions have $1.01B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
145
Holders Change
+19
Holders Change %
+15.08%
% of All Funds
3.32%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
25
Increased
76
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$221M 4,335,445 +395,612 +10%
Bank of America
2
Bank of America
North Carolina
$112M 2,205,079 +167,255 +8%
UBS Group
3
UBS Group
Switzerland
$99.9M 1,960,162 +446,423 +29%
Wells Fargo
4
Wells Fargo
California
$80.9M 1,586,538 +206,509 +15%
LPL Financial
5
LPL Financial
California
$60.7M 1,191,393 +151,605 +15%
UCFA
6
United Capital Financial Advisors
Texas
$37.3M 730,829 +100,655 +16%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$25.7M 503,285 +32,152 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.1M 413,396 +5,023 +1%
CWM
9
Cornerstone Wealth Management
Missouri
$19.7M 1,024,789 -29,699 -3%
RJA
10
Raymond James & Associates
Florida
$19M 372,973 +11,688 +3%
AWMS
11
Advocacy Wealth Management Services
Georgia
$16.5M 324,167 +18,055 +6%
Stifel Financial
12
Stifel Financial
Missouri
$15.5M 304,989 +132,293 +77%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.5M 303,774 +205,623 +209%
MMA
14
Miracle Mile Advisors
California
$13.6M 265,987 -2,217 -0.8%
LFAS
15
Level Four Advisory Services
Texas
$11.1M 217,162 +36,216 +20%
FAM
16
Flaharty Asset Management
Florida
$9.3M 182,485 -7,917 -4%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$9.22M 180,927 +49,542 +38%
Jane Street
18
Jane Street
New York
$8.75M 171,690 +121,379 +241%
GBT
19
Grove Bank & Trust
Florida
$8.43M 165,369 +140,681 +570%
BFG
20
Beacon Financial Group
Texas
$8.33M 163,367 -3,543 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
$7.69M 150,892 +38,472 +34%
WI
22
Wintrust Investments
Illinois
$7.65M 150,152 +14,816 +11%
PA
23
Prism Advisors
California
$7.54M 147,942 +24,105 +19%
FIM
24
Freedom Investment Management
Connecticut
$7.49M 146,512 -1,589 -1%
BCP
25
Blackhawk Capital Partners
Wisconsin
$7.08M 138,898 +138,898 New