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

353 hedge funds and large institutions have $5.2B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 135

8% more capital invested

Capital invested by funds: $4.82B → $5.2B (+$380M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.65% more ownership

Funds ownership: 74.32%74.97% (+0.65%)

1% less funds holding

Funds holding: 357353 (-4)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
353
Holders Change
-4
Holders Change %
-1.12%
% of All Funds
6.2%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.65%
New
33
Increased
158
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
226
Old Mission Capital
Illinois
$660K -$4.53M -88,103 -87%
TW
227
Towerpoint Wealth
California
$660K +$87.6K +1,706 +15%
CWA
228
Clarus Wealth Advisors
Arizona
$656K +$67.9K +1,321 +11%
CAS
229
Cascadia Advisory Services
Oregon
$650K +$654K +12,737 New
UR
230
USCA RIA
Texas
$648K -$84.8K -1,650 -12%
ACM
231
Anfield Capital Management
California
$648K +$255K +4,970 +64%
RJT
232
Raymond James Trust
Florida
$645K +$330K +6,426 +104%
IF
233
Intrua Financial
Texas
$644K +$56.5K +1,099 +10%
LFG
234
Larson Financial Group
Missouri
$632K +$77.4K +1,506 +14%
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$626K +$56.6K +1,102 +10%
UWM
236
USAdvisors Wealth Management
Minnesota
$610K -$994K -19,354 -62%
BZWA
237
Blue Zone Wealth Advisors
California
$608K -$42.4K -825 -6%
JCM
238
Jacobi Capital Management
Pennsylvania
$604K +$146K +2,838 +32%
CFG
239
Cooper Financial Group
California
$593K +$3.13K +61 +0.5%
CWM
240
Cornerstone Wealth Management
Missouri
$561K -$164K -3,188 -22%
OA
241
Oxbow Advisors
Texas
$558K -$124K -2,410 -18%
1IA
242
1834 Investment Advisors
Wisconsin
$547K
AA
243
AlphaMark Advisors
Kentucky
$538K +$146K +2,840 +37%
RIS
244
Retirement Income Solutions
Michigan
$526K -$30K -584 -5%
TCM
245
Telos Capital Management
California
$518K -$114K -2,226 -18%
NWM
246
Northwest Wealth Management
Iowa
$518K -$64.2K -1,249 -11%
APC
247
Aspire Private Capital
North Carolina
$517K -$617K -12,007 -54%
MBT
248
Montecito Bank & Trust
California
$517K +$34.4K +669 +7%
WDC
249
Woodward Diversified Capital
California
$511K
SMF
250
Sterling Manor Financial
New York
$504K -$193K -3,763 -28%