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

381 hedge funds and large institutions have $4.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 174 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 379381 (+2)

0.89% less ownership

Funds ownership: 72.75%71.86% (-0.89%)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

10% less capital invested

Capital invested by funds: $4.53B → $4.09B (-$441M)

25% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 174

Holders
381
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.01%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.5%
New
45
Increased
130
Reduced
174
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Palladium Partners
Virginia
$701K -$163K -3,300 -19%
JAWM
227
J. Arnold Wealth Management
Ohio
$699K -$61.8K -1,248 -8%
LMKC
228
L.M. Kohn & Company
Ohio
$696K +$704K +14,217 New
TW
229
Towerpoint Wealth
California
$694K -$43.6K -880 -6%
P
230
&Partners
Tennessee
$683K -$438K -8,841 -39%
EA
231
Ellsworth Advisors
Ohio
$680K +$688K +13,895 New
PPP
232
Private Portfolio Partners
New Jersey
$676K -$84.1K -1,698 -11%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$676K -$109K -2,197 -14%
SIA
234
SkyView Investment Advisors
New Jersey
$674K -$90.4K -1,825 -12%
BRWA
235
B. Riley Wealth Advisors
Florida
$673K -$37K -747 -5%
SI
236
Shaker Investments
Ohio
$669K +$1.78K +36 +0.3%
HWM
237
Holloway Wealth Management
Florida
$666K
SS
238
Simplicity Solutions
Minnesota
$665K +$673K +13,589 New
MOS
239
MGO One Seven
Ohio
$664K -$40.7K -822 -6%
CRCM
240
Corbett Road Capital Management
Virginia
$647K +$48.5K +980 +8%
TSWM
241
Tyler-Stone Wealth Management
Ohio
$633K -$9.46K -191 -1%
VWA
242
V Wealth Advisors
Kansas
$631K +$638K +12,884 New
LFA
243
Laraway Financial Advisors
Minnesota
$601K -$12.9K -260 -2%
WP
244
WealthSource Partners
California
$595K +$347K +7,011 +136%
EWM
245
EPG Wealth Management
Georgia
$573K -$63.7K -1,287 -10%
MHS
246
M Holdings Securities
Oregon
$555K +$561K +11,333 New
SEP
247
Southland Equity Partners
Missouri
$547K -$47.2K -954 -8%
BCMLT
248
Beacon Capital Management LLC (Tennessee)
Tennessee
$540K +$546K +11,026 New
MSFS
249
Main Street Financial Solutions
Pennsylvania
$538K -$59.4K -1,200 -10%
MAC
250
Mason & Associates (California)
California
$535K -$146K -2,940 -21%