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

364 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 133

5% more capital invested

Capital invested by funds: $5.2B → $5.47B (+$271M)

5.14% more ownership

Funds ownership: 74.97%80.12% (+5.1%)

3% more funds holding

Funds holding: 353364 (+11)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

Holders
364
Holders Change
+11
Holders Change %
+3.12%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
133
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
226
Larson Financial Group
Missouri
$639K +$9.29K +182 +1%
EWM
227
EPG Wealth Management
Georgia
$638K -$81.1K -1,589 -11%
TFA
228
Teamwork Financial Advisors
Texas
$636K -$87.8K -1,720 -12%
BZWA
229
Blue Zone Wealth Advisors
California
$606K
IF
230
Intrua Financial
Texas
$595K -$44.2K -865 -7%
CBFP
231
Cedar Brook Financial Partners
Ohio
$585K -$135K -2,645 -19%
UR
232
USCA RIA
Texas
$585K -$61.3K -1,200 -9%
JWCA
233
J.W. Cole Advisors
Florida
$585K +$187K +3,658 +47%
AOG
234
Alpha Omega Group
Virginia
$574K -$199K -3,900 -26%
OIA
235
Optimum Investment Advisors
Illinois
$570K -$332K -6,500 -37%
WP
236
WealthShield Partners
North Carolina
$556K +$122K +2,388 +28%
JCM
237
Jacobi Capital Management
Pennsylvania
$554K -$48.1K -941 -8%
QCIG
238
Quad-Cities Investment Group
Iowa
$539K +$540K +10,583 New
FPB
239
First PREMIER Bank
South Dakota
$536K +$359K +7,029 +201%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$521K +$39K +764 +8%
NWM
241
Northwest Wealth Management
Iowa
$518K +$1.79K +35 +0.3%
RG
242
Rathbones Group
United Kingdom
$515K +$35.7K +700 +7%
CWM
243
Cornerstone Wealth Management
Missouri
$499K -$60.8K -1,190 -11%
BCM
244
Breiter Capital Management
Florida
$494K +$496K +9,706 New
SFG
245
Sovereign Financial Group
Connecticut
$478K
TA
246
TruWealth Advisors
Louisiana
$471K +$473K +9,257 New
CA
247
Calton & Associates
Florida
$465K -$15.6K -305 -3%
CRWM
248
Castle Rock Wealth Management
California
$461K
OA
249
Oxbow Advisors
Texas
$459K -$98.1K -1,920 -18%
AC
250
Avestar Capital
New York
$452K +$454K +8,885 New