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

379 hedge funds and large institutions have $4.53B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 100 increasing their positions, 185 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 29

9% more funds holding

Funds holding: 349379 (+30)

2.3% more ownership

Funds ownership: 70.45%72.75% (+2.3%)

5% less capital invested

Capital invested by funds: $4.76B → $4.53B (-$230M)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

46% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 185

Holders
379
Holders Change
+30
Holders Change %
+8.6%
% of All Funds
5.83%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.51%
New
69
Increased
100
Reduced
185
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
226
Moors & Cabot
Massachusetts
$729K +$488K +9,708 +199%
BRWA
227
B. Riley Wealth Advisors
Florida
$724K -$31.2K -620 -4%
MOS
228
MGO One Seven
Ohio
$719K -$60.4K -1,202 -8%
CAM
229
Concorde Asset Management
Michigan
$716K -$112K -2,226 -13%
MAC
230
Mason & Associates (California)
California
$693K +$697K +13,865 New
JWCA
231
J.W. Cole Advisors
Florida
$682K -$7.29M -145,095 -91%
SI
232
Shaker Investments
Ohio
$682K -$326K -6,492 -32%
RJT
233
Raymond James Trust
Florida
$681K -$258K -5,141 -27%
IFG
234
Investors Financial Group
Minnesota
$674K -$4.17K -83 -0.6%
TSWM
235
Tyler-Stone Wealth Management
Ohio
$656K +$659K +13,114 New
EWM
236
EPG Wealth Management
Georgia
$649K +$35.7K +710 +6%
BPA
237
Beacon Pointe Advisors
California
$645K -$75.4K -1,500 -10%
LFA
238
Laraway Financial Advisors
Minnesota
$626K +$630K +12,530 New
CRCM
239
Corbett Road Capital Management
Virginia
$611K -$77.1K -1,534 -11%
AWM
240
Apollon Wealth Management
South Carolina
$611K +$615K +12,227 New
MSFS
241
Main Street Financial Solutions
Pennsylvania
$610K -$53.3K -1,060 -8%
SEP
242
Southland Equity Partners
Missouri
$607K -$96.4K -1,918 -14%
GIA
243
Gladstone Institutional Advisory
Florida
$583K +$7.54K +150 +1%
PTP
244
Platform Technology Partners
New York
$579K +$151 +3 +0%
FHA
245
Flagship Harbor Advisors
Massachusetts
$568K -$521K -10,367 -48%
TFA
246
Teamwork Financial Advisors
Texas
$556K -$82.6K -1,643 -13%
WP
247
WealthShield Partners
North Carolina
$536K -$3.92K -78 -0.7%
PGWM
248
Pitti Group Wealth Management
New York
$528K +$531K +10,566 New
OIA
249
OneDigital Investment Advisors
Kansas
$526K +$155K +3,075 +41%
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$524K -$4.98K -99 -0.9%