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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
TA
251
TruWealth Advisors
Louisiana
$468K
OA
252
Oxbow Advisors
Texas
$456K
FLI
253
Family Legacy Inc
South Carolina
$440K
GSWM
254
Golden State Wealth Management
California
$433K +$30.6K +602 +8%
CA
255
Calton & Associates
Florida
$432K -$29.4K -580 -6%
CRWM
256
Castle Rock Wealth Management
California
$431K -$27.9K -550 -6%
TCM
257
Telos Capital Management
California
$429K -$19K -374 -4%
CBFP
258
Cedar Brook Financial Partners
Ohio
$426K -$156K -3,074 -27%
FMTC
259
Farmers & Merchants Trust Company
California
$423K +$124K +2,444 +41%
PWM
260
Purus Wealth Management
California
$421K +$422K +8,317 New
SMC
261
Smith, Moore & Co
Missouri
$419K +$58.5K +1,152 +16%
AC
262
Avestar Capital
New York
$416K -$33.5K -660 -7%
BCI
263
Brinker Capital Investments
Pennsylvania
$409K
WP
264
WealthSource Partners
California
$395K -$1.83M -36,137 -82%
AF
265
Allworth Financial
California
$394K -$47.7K -940 -11%
SFG
266
Sovereign Financial Group
Connecticut
$379K -$94.3K -1,858 -20%
OIA
267
OneDigital Investment Advisors
Kansas
$377K +$103K +2,023 +37%
LWAC
268
Laurel Wealth Advisors (California)
California
$373K -$4.68M -92,126 -93%
PSF
269
Pacific Sun Financial
California
$373K +$374K +7,370 New
IAP
270
Indie Asset Partners
Indiana
$352K
CA
271
Continuum Advisory
Idaho
$352K +$128K +2,518 +57%
EP
272
Eudaimonia Partners
Tennessee
$351K +$11.3K +222 +3%
WMA
273
Wealth Management Associates
New Jersey
$349K +$203 +4 +0.1%
CFAM
274
Center For Asset Management
Florida
$342K +$4.62K +91 +1%
GCA
275
Genesee Capital Advisors
New York
$342K +$343K +6,767 New