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

286 hedge funds and large institutions have $3.65B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 27

54% more funds holding in top 10

Funds holding in top 10: 2437 (+13)

47% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 88

37% more capital invested

Capital invested by funds: $2.66B → $3.65B (+$985M)

6% more funds holding

Funds holding: 269286 (+17)

5.65% more ownership

Funds ownership: 67.19%72.84% (+5.7%)

Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
6.3%
Holding in Top 10
37
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+54.17%
% of All Funds
0.82%
New
51
Increased
129
Reduced
88
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$703M +$160M +3,076,878 +29%
Bank of America
2
Bank of America
North Carolina
$579M +$356M +6,846,972 +152%
Wells Fargo
3
Wells Fargo
California
$294M +$32.4M +624,757 +12%
RBA
4
Richard Bernstein Advisors
New York
$241M +$222M +4,272,941 +943%
UBS Group
5
UBS Group
Switzerland
$162M +$9.68M +186,457 +6%
LPL Financial
6
LPL Financial
California
$151M +$33.7M +649,656 +28%
HSA
7
HBK Sorce Advisory
Pennsylvania
$100M +$58.9M +1,134,016 +136%
RJA
8
Raymond James & Associates
Florida
$81.3M +$24.9M +480,355 +43%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$81M +$38.1M +732,879 +86%
UCFA
10
United Capital Financial Advisors
Texas
$65.4M +$3.16M +60,906 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$59.5M +$16.4M +315,765 +37%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$54.4M +$8.54M +164,418 +18%
First Trust Advisors
13
First Trust Advisors
Illinois
$47.5M +$4.63M +89,230 +11%
AWM
14
AE Wealth Management
Kansas
$39.2M +$22.3M +428,549 +126%
SS
15
Simplicity Solutions
Minnesota
$38.9M +$23M +442,805 +138%
Osaic Holdings
16
Osaic Holdings
Arizona
$38.7M +$39.3M +757,259 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$37.1M +$16.2M +312,220 +75%
Stifel Financial
18
Stifel Financial
Missouri
$31.5M +$6.48M +124,827 +25%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$26.8M +$5.57M +107,187 +26%
MMA
20
Miracle Mile Advisors
California
$25.7M -$2.19M -42,191 -8%
Jane Street
21
Jane Street
New York
$20.1M -$15.4M -296,701 -43%
AFA
22
American Financial Advisors
Georgia
$20.1M -$5.5M -105,919 -21%
Truist Financial
23
Truist Financial
North Carolina
$19.7M +$326K +6,288 +2%
FAAS
24
First Allied Advisory Services
California
$18M +$14.7M +282,281 +401%
BFG
25
Barber Financial Group
Kansas
$18M +$13M +250,194 +245%