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

356 hedge funds and large institutions have $4.82B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
356
Holders Change
+48
Holders Change %
+15.58%
% of All Funds
6.32%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
0.67%
New
71
Increased
160
Reduced
100
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$860M 16,701,023 +1,524,887 +10%
Bank of America
2
Bank of America
North Carolina
$615M 11,955,799 -479,222 -4%
Wells Fargo
3
Wells Fargo
California
$369M 7,176,294 +248,345 +4%
RBA
4
Richard Bernstein Advisors
New York
$259M 5,031,232 -215,683 -4%
LPL Financial
5
LPL Financial
California
$231M 4,491,588 +429,046 +11%
UBS Group
6
UBS Group
Switzerland
$192M 3,728,081 -180,148 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$124M 2,409,971 +418,285 +21%
HSA
8
HBK Sorce Advisory
Pennsylvania
$115M 2,233,622 -4,963 -0.2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$107M 2,081,496 -10,136 -0.5%
RJA
10
Raymond James & Associates
Florida
$91.2M 1,771,543 +34,332 +2%
Jane Street
11
Jane Street
New York
$80.5M 1,563,802 +243,774 +18%
UCFA
12
United Capital Financial Advisors
Texas
$75M 1,456,767 +67,885 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$74.2M 1,442,048 +122,670 +9%
First Trust Advisors
14
First Trust Advisors
Illinois
$64.1M 1,245,056 +110,799 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
$59.9M 1,163,583 +141,396 +14%
William Blair & Company
16
William Blair & Company
Illinois
$47.9M 930,228 +626,495 +206%
AWM
17
AE Wealth Management
Kansas
$45.9M 892,636 +135,305 +18%
SS
18
Simplicity Solutions
Minnesota
$43.2M 838,486 +89,514 +12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$38.6M 749,325 +51,811 +7%
Stifel Financial
20
Stifel Financial
Missouri
$37.5M 728,558 -15,759 -2%
Truist Financial
21
Truist Financial
North Carolina
$34.5M 669,594 +39,601 +6%
IWA
22
Inspirion Wealth Advisors
Illinois
$33.8M 657,436 +2,520 +0.4%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$32.6M 633,838 +47,612 +8%
GHA
24
GW Henssler & Associates
Georgia
$31.1M 605,086 +247,672 +69%
CSIC
25
Clifford Swan Investment Counsel
California
$29.2M 567,006 +138,936 +32%