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

268 hedge funds and large institutions have $2.66B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 127 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
268
Holders Change
+37
Holders Change %
+16.02%
% of All Funds
5.29%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.45%
New
64
Increased
127
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$555M 10,712,256 +1,820,916 +20%
Wells Fargo
2
Wells Fargo
California
$267M 5,148,321 +478,561 +10%
Bank of America
3
Bank of America
North Carolina
$233M 4,496,306 +549,175 +14%
UBS Group
4
UBS Group
Switzerland
$155M 2,985,207 -435,319 -13%
LPL Financial
5
LPL Financial
California
$119M 2,303,370 +257,856 +13%
UCFA
6
United Capital Financial Advisors
Texas
$63.3M 1,221,331 +69,977 +6%
RJA
7
Raymond James & Associates
Florida
$57.7M 1,114,728 +68,864 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$46.7M 901,667 +124,181 +16%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$44.3M 855,952 +55,424 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$44.1M 850,621 +19,695 +2%
First Trust Advisors
11
First Trust Advisors
Illinois
$43.6M 841,618 +357,344 +74%
HSA
12
HBK Sorce Advisory
Pennsylvania
$43.1M 832,795 +125,409 +18%
Jane Street
13
Jane Street
New York
$35.8M 691,284 -196,109 -22%
LFAS
14
Level Four Advisory Services
Texas
$29.3M 343,342 +10,659 +3%
MMA
15
Miracle Mile Advisors
California
$28.3M 545,760 +15,777 +3%
AIM
16
Astor Investment Management
Illinois
$26.4M 509,691 -40,660 -7%
AFA
17
American Financial Advisors
Georgia
$25.8M 496,001 -60,809 -11%
Stifel Financial
18
Stifel Financial
Missouri
$25.5M 492,287 +19,189 +4%
IWA
19
Inspirion Wealth Advisors
Illinois
$25.3M 488,691 +484,071 +10,478%
RBA
20
Richard Bernstein Advisors
New York
$23.5M 453,182
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$21.7M 418,743 +64,285 +18%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$21.6M 416,024 -26,876 -6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$19.7M 380,988 +72,562 +24%
Truist Financial
24
Truist Financial
North Carolina
$19.7M 379,855 +379,855 New
3AM
25
3D Asset Management
Connecticut
$19.3M 372,641 -14,381 -4%