We are live on ! Find out more
LMBS icon

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
BF
251
BOK Financial
Oklahoma
$498K +$185K +3,605 +59%
SBL
252
Sargent Bickham Lagudis
Colorado
$491K -$16.6K -324 -3%
CAL
253
Capital Analysts LLC
Pennsylvania
$490K -$1.34M -26,080 -73%
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$484K -$5.34K -104 -1%
T
255
TRUADVICE
Florida
$481K -$442K -8,594 -48%
CA
256
Calton & Associates
Florida
$481K -$8.12K -158 -2%
RG
257
Rathbones Group
United Kingdom
$480K +$483K +9,410 New
SFG
258
Sovereign Financial Group
Connecticut
$478K +$113K +2,198 +31%
MCC
259
Money Concepts Capital
Florida
$467K +$89.7K +1,746 +24%
CRWM
260
Castle Rock Wealth Management
California
$465K -$5.14K -100 -1%
CWP
261
Concord Wealth Partners
Virginia
$462K -$561K -10,917 -55%
GSWM
262
Golden State Wealth Management
California
$452K -$958K -18,648 -68%
MWM
263
MBE Wealth Management
Wisconsin
$452K -$60.2K -1,172 -12%
AF
264
Allworth Financial
California
$446K +$257 +5 +0.1%
FLI
265
Family Legacy Inc
South Carolina
$445K +$47.9K +932 +12%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$439K +$391K +7,611 +773%
WP
267
WealthShield Partners
North Carolina
$436K +$30K +584 +7%
LNWWM
268
Laird Norton Wetherby Wealth Management
California
$429K -$103K -2,000 -19%
PPG
269
Peak Planning Group
Colorado
$429K +$432K +8,400 New
ICP
270
Interchange Capital Partners
Pennsylvania
$426K +$2.67K +52 +0.7%
WF
271
Williams Financial
Vermont
$425K +$427K +8,320 New
BCI
272
Brinker Capital Investments
Pennsylvania
$413K
AWM
273
Accel Wealth Management
Iowa
$409K -$1.7K -33 -0.4%
GIA
274
Gladstone Institutional Advisory
Florida
$403K +$22.3K +434 +6%
JWCA
275
J.W. Cole Advisors
Florida
$400K +$11.4K +222 +3%