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

304 hedge funds and large institutions have $4.12B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 158 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 77

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

13% more capital invested

Capital invested by funds: $3.65B → $4.12B (+$476M)

6% more funds holding

Funds holding: 286304 (+18)

1.05% more ownership

Funds ownership: 72.84%73.9% (+1.1%)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

Holders
304
Holders Change
+18
Holders Change %
+6.29%
% of All Funds
6.23%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.66%
New
40
Increased
158
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$731M +$17.9M +346,772 +3%
Bank of America
2
Bank of America
North Carolina
$638M +$51.9M +1,005,453 +9%
Wells Fargo
3
Wells Fargo
California
$337M +$38.8M +751,719 +13%
RBA
4
Richard Bernstein Advisors
New York
$257M +$13.1M +253,391 +5%
UBS Group
5
UBS Group
Switzerland
$181M +$17.3M +335,998 +11%
LPL Financial
6
LPL Financial
California
$166M +$13.8M +266,520 +9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$126M +$44.2M +855,199 +54%
HSA
8
HBK Sorce Advisory
Pennsylvania
$114M +$12M +233,193 +12%
RJA
9
Raymond James & Associates
Florida
$88.1M +$5.65M +109,426 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$78.8M +$23.7M +458,372 +43%
UCFA
11
United Capital Financial Advisors
Texas
$70.4M +$4.12M +79,885 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$62.1M +$1.8M +34,834 +3%
Jane Street
13
Jane Street
New York
$47.8M +$27.3M +529,688 +134%
First Trust Advisors
14
First Trust Advisors
Illinois
$45.2M -$2.91M -56,377 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$45.1M +$5.96M +115,416 +15%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$40.6M +$3.01M +58,302 +8%
AWM
17
AE Wealth Management
Kansas
$37.4M -$2.25M -43,530 -6%
SS
18
Simplicity Solutions
Minnesota
$36.1M -$3.28M -63,515 -8%
Stifel Financial
19
Stifel Financial
Missouri
$35.3M +$3.43M +66,426 +11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$27.6M +$372K +7,201 +1%
Truist Financial
21
Truist Financial
North Carolina
$27.1M +$7.09M +137,305 +36%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$24.7M +$7.76M +150,265 +46%
IWA
23
Inspirion Wealth Advisors
Illinois
$23.4M +$12.9M +249,905 +123%
MMA
24
Miracle Mile Advisors
California
$23M -$3.02M -58,417 -12%
AIM
25
Astor Investment Management
Illinois
$22.8M +$22.8M +441,594 New