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

198 hedge funds and large institutions have $1.56B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
198
Holders Change
+29
Holders Change %
+17.16%
% of All Funds
4.29%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
43
Increased
99
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$297M 5,787,251 +954,859 +20%
Wells Fargo
2
Wells Fargo
California
$156M 3,041,606 +637,181 +27%
Bank of America
3
Bank of America
North Carolina
$155M 3,019,403 +280,898 +10%
UBS Group
4
UBS Group
Switzerland
$134M 2,609,558 +497,284 +24%
LPL Financial
5
LPL Financial
California
$78.9M 1,538,473 +276,138 +22%
UCFA
6
United Capital Financial Advisors
Texas
$51.7M 1,007,580 +103,663 +11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$32.9M 642,436 +62,118 +11%
RJA
8
Raymond James & Associates
Florida
$27.4M 533,358 +46,195 +9%
TCM
9
TD Capital Management
Tennessee
$26.5M 517,132 +156,146 +43%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$25.5M 497,537 +185,190 +59%
SBL
11
Sargent Bickham Lagudis
Colorado
$24.1M 470,707 +43,745 +10%
AFA
12
American Financial Advisors
Georgia
$23.4M 456,177 +449,553 +6,787%
3AM
13
3D Asset Management
Connecticut
$20.4M 398,761 +398,761 New
RBA
14
Richard Bernstein Advisors
New York
$20.1M 392,637 +392,637 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$19.9M 387,937 +165,848 +75%
MMA
16
Miracle Mile Advisors
California
$19.5M 380,792 +77,570 +26%
CWSR
17
Chessman Wealth Strategies RIA
Texas
$18.6M 363,473 +363,473 New
Stifel Financial
18
Stifel Financial
Missouri
$18.6M 362,663 +19,806 +6%
LFAS
19
Level Four Advisory Services
Texas
$15.8M 307,382 +37,705 +14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15.6M 305,123 -12,596 -4%
FAM
21
Flaharty Asset Management
Florida
$15.4M 301,231 +128,865 +75%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$14.5M 282,686 +54,760 +24%
HSA
23
HBK Sorce Advisory
Pennsylvania
$13.7M 266,344 +266,344 New
MML Investors Services
24
MML Investors Services
Massachusetts
$12.4M 242,518 +69,018 +40%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$12.4M 241,996 +32,399 +15%