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

309 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 89

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $4.12B → $4.48B (+$359M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more funds holding

Funds holding: 304309 (+5)

0.1% less ownership

Funds ownership: 73.9%73.8% (-0.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $553K

Holders
309
Holders Change
+5
Holders Change %
+1.64%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
26
Increased
161
Reduced
89
Closed
20
Calls
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$784M +$53.8M +1,040,230 +7%
Bank of America
2
Bank of America
North Carolina
$643M +$4.46M +86,290 +0.7%
Wells Fargo
3
Wells Fargo
California
$358M +$20.9M +403,152 +6%
RBA
4
Richard Bernstein Advisors
New York
$271M +$13.8M +267,401 +5%
LPL Financial
5
LPL Financial
California
$210M +$43.6M +842,996 +26%
UBS Group
6
UBS Group
Switzerland
$202M +$20.7M +400,567 +11%
HSA
7
HBK Sorce Advisory
Pennsylvania
$116M +$2M +38,581 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$108M -$18.2M -352,398 -14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$103M +$24.2M +467,229 +31%
RJA
10
Raymond James & Associates
Florida
$89.8M +$1.69M +32,702 +2%
UCFA
11
United Capital Financial Advisors
Texas
$71.8M +$1.38M +26,760 +2%
Jane Street
12
Jane Street
New York
$68.2M +$20.5M +395,757 +43%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$68.2M +$6.11M +118,158 +10%
First Trust Advisors
14
First Trust Advisors
Illinois
$58.6M +$13.4M +259,786 +30%
Osaic Holdings
15
Osaic Holdings
Arizona
$52.8M +$7.74M +149,512 +17%
AWM
16
AE Wealth Management
Kansas
$39.1M +$1.71M +33,053 +5%
SS
17
Simplicity Solutions
Minnesota
$38.7M +$2.58M +49,947 +7%
Stifel Financial
18
Stifel Financial
Missouri
$38.5M +$3.14M +60,777 +9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$36M +$8.51M +164,383 +31%
IWA
20
Inspirion Wealth Advisors
Illinois
$33.8M +$10.5M +202,419 +45%
Truist Financial
21
Truist Financial
North Carolina
$32.6M +$5.51M +106,545 +20%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$30.3M +$5.62M +108,620 +23%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$27.8M -$12.9M -249,420 -32%
MMA
24
Miracle Mile Advisors
California
$22.8M -$194K -3,754 -0.8%
CSIC
25
Clifford Swan Investment Counsel
California
$22.1M +$2.97M +57,475 +16%