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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
ARC
251
Advisor Resource Council
Texas
$452K +$454K +8,894 New
TCM
252
Telos Capital Management
California
$451K -$65.8K -1,289 -13%
AF
253
Allworth Financial
California
$445K +$255 +5 +0.1%
FLI
254
Family Legacy Inc
South Carolina
$442K
WF
255
Williams Financial
Vermont
$423K
SWM
256
SeaCrest Wealth Management
New York
$417K +$418K +8,192 New
BCI
257
Brinker Capital Investments
Pennsylvania
$412K
GSWM
258
Golden State Wealth Management
California
$405K -$46.3K -906 -10%
BAM
259
Belpointe Asset Management
Nevada
$400K +$402K +7,862 New
T
260
TRUADVICE
Florida
$394K -$84.8K -1,660 -18%
CP
261
Camelot Portfolios
Ohio
$384K -$460K -9,010 -54%
RCAG
262
Rehmann Capital Advisory Group
Michigan
$383K -$7.76K -152 -2%
CF
263
Centaurus Financial
California
$376K +$101K +1,987 +37%
CCM
264
Covington Capital Management
California
$375K +$361K +7,075 +2,465%
AL
265
ADE LLC
Maryland
$367K
ATPW
266
Ashton Thomas Private Wealth
Arizona
$366K -$326K -6,380 -47%
SMC
267
Smith, Moore & Co
Missouri
$363K +$132K +2,587 +57%
IAP
268
Indie Asset Partners
Indiana
$354K +$5.11K +100 +1%
WMA
269
Wealth Management Associates
New Jersey
$351K +$204 +4 +0.1%
RIS
270
Retirement Income Solutions
Michigan
$347K -$178K -3,488 -34%
MCCP
271
Mission Creek Capital Partners
California
$347K -$6.03K -118 -2%
Ameriprise
272
Ameriprise
Minnesota
$347K +$347K +6,801 New
Koshinski Asset Management
273
Koshinski Asset Management
Illinois
$343K -$282K -5,524 -45%
EP
274
Eudaimonia Partners
Tennessee
$342K +$341K +6,673 +17,561%
CFAM
275
Center For Asset Management
Florida
$340K +$10.7K +209 +3%