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

349 hedge funds and large institutions have $4.76B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

6% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 139

4% less funds holding

Funds holding: 364349 (-15)

9.67% less ownership

Funds ownership: 80.12%70.45% (-9.7%)

13% less capital invested

Capital invested by funds: $5.47B → $4.76B (-$710M)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

Holders
349
Holders Change
-15
Holders Change %
-4.12%
% of All Funds
6.11%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.6%
New
29
Increased
148
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
EPG Wealth Management
Georgia
$621K -$12.6K -249 -2%
SS
227
Simplicity Solutions
Minnesota
$619K -$235K -4,633 -27%
LFG
228
Larson Financial Group
Missouri
$606K -$29.4K -580 -5%
RG
229
Rathbones Group
United Kingdom
$598K +$86.8K +1,710 +17%
PTP
230
Platform Technology Partners
New York
$585K -$389K -7,675 -40%
GIA
231
Gladstone Institutional Advisory
Florida
$582K -$153K -3,022 -21%
SLWA
232
San Luis Wealth Advisors
California
$577K +$579K +11,403 New
CF
233
Centaurus Financial
California
$573K +$200K +3,946 +53%
AOG
234
Alpha Omega Group
Virginia
$571K
BZWA
235
Blue Zone Wealth Advisors
California
$563K -$39.6K -780 -7%
CWM
236
Cornerstone Wealth Management
Missouri
$561K +$65.6K +1,292 +13%
WP
237
WealthShield Partners
North Carolina
$546K -$6.55K -129 -1%
IA
238
Insight Advisors
Pennsylvania
$538K -$240K -4,720 -31%
Koshinski Asset Management
239
Koshinski Asset Management
Illinois
$536K +$195K +3,851 +57%
IF
240
Intrua Financial
Texas
$532K -$59.3K -1,168 -10%
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$524K +$6.24K +123 +1%
HIS
242
Harvest Investment Services
Illinois
$519K -$186K -3,669 -26%
QCIG
243
Quad-Cities Investment Group
Iowa
$518K -$17.6K -346 -3%
JCM
244
Jacobi Capital Management
Pennsylvania
$508K -$43K -848 -8%
NWM
245
Northwest Wealth Management
Iowa
$506K -$9.08K -179 -2%
BCM
246
Breiter Capital Management
Florida
$498K +$6.95K +137 +1%
SWM
247
SeaCrest Wealth Management
New York
$496K +$82.2K +1,619 +20%
BF
248
BOK Financial
Oklahoma
$491K +$493K +9,718 New
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$478K +$291K +5,730 +154%
PPG
250
Peak Planning Group
Colorado
$473K +$474K +9,348 New