We are live on ! Find out more
LMBS icon

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

169 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 27

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

25% more capital invested

Capital invested by funds: $1.01B → $1.27B (+$255M)

17% more funds holding

Funds holding: 145169 (+24)

0.56% less ownership

Funds ownership: 63.01%62.45% (-0.56%)

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
3.77%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.31%
New
44
Increased
86
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$247M +$25.3M +496,947 +11%
Bank of America
2
Bank of America
North Carolina
$140M +$27.2M +533,426 +24%
Wells Fargo
3
Wells Fargo
California
$123M +$41.7M +817,887 +52%
UBS Group
4
UBS Group
Switzerland
$108M +$7.75M +152,112 +8%
LPL Financial
5
LPL Financial
California
$64.4M +$3.61M +70,942 +6%
UCFA
6
United Capital Financial Advisors
Texas
$46.1M +$8.82M +173,088 +24%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$29.6M +$3.92M +77,033 +15%
AFA
8
Arlington Financial Advisors
California
$25.9M +$25.9M +507,961 New
RJA
9
Raymond James & Associates
Florida
$24.9M +$5.82M +114,190 +31%
SBL
10
Sargent Bickham Lagudis
Colorado
$21.8M +$21.7M +426,962 New
TCM
11
TD Capital Management
Tennessee
$18.4M +$15.5M +305,210 +547%
Stifel Financial
12
Stifel Financial
Missouri
$17.5M +$1.93M +37,868 +12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$16.2M +$710K +13,945 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.9M -$5.15M -101,049 -24%
MMA
15
Miracle Mile Advisors
California
$15.5M +$1.9M +37,235 +14%
LFAS
16
Level Four Advisory Services
Texas
$13.8M +$2.67M +52,515 +24%
AWMS
17
Advocacy Wealth Management Services
Georgia
$12.7M -$3.88M -76,093 -23%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$11.6M +$2.39M +46,999 +26%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.3M +$5.55M +108,926 +96%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$10.7M +$5.38M +105,723 +102%
GBT
21
Grove Bank & Trust
Florida
$9.77M +$1.32M +25,901 +16%
CCM
22
Condor Capital Management
New Jersey
$8.98M +$8.96M +175,872 New
MML Investors Services
23
MML Investors Services
Massachusetts
$8.86M +$1.15M +22,608 +15%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$8.83M +$8.81M +172,999 New
FAM
25
Flaharty Asset Management
Florida
$8.8M -$515K -10,119 -6%