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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
KCFA
251
Key Client Fiduciary Advisors
New Jersey
$523K +$526K +10,465 New
IF
252
Integrity Financial
Wyoming
$519K +$522K +10,376 New
CWM
253
Cornerstone Wealth Management
Missouri
$514K -$40.5K -806 -7%
PPW
254
Pinnacle Private Wealth
Massachusetts
$511K +$514K +10,226 New
PFGIA
255
Patriot Financial Group Insurance Agency
Massachusetts
$508K -$9.4K -187 -2%
NWM
256
Northwest Wealth Management
Iowa
$493K -$6.69K -133 -1%
PWP
257
Principle Wealth Partners
Connecticut
$483K -$400K -7,963 -45%
NWMG
258
National Wealth Management Group
Ohio
$476K +$479K +9,522 New
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$470K -$2.87K -57 -0.6%
AWA
260
Acorn Wealth Advisors
Michigan
$454K +$172K +3,418 +60%
OA
261
Oxbow Advisors
Texas
$451K
SWM
262
SeaCrest Wealth Management
New York
$445K -$45.2K -900 -9%
TA
263
TruWealth Advisors
Louisiana
$438K -$25.1K -500 -5%
PIA
264
Pinion Investment Advisors
Kansas
$432K +$176K +3,500 +68%
FLI
265
Family Legacy Inc
South Carolina
$431K -$3.87K -77 -0.9%
Bank of New York Mellon
266
Bank of New York Mellon
New York
$430K -$1.36M -26,966 -76%
CRWM
267
Castle Rock Wealth Management
California
$419K -$7.04K -140 -2%
FMTC
268
Farmers & Merchants Trust Company
California
$418K
BZWA
269
Blue Zone Wealth Advisors
California
$412K -$145K -2,880 -26%
IF
270
Intrua Financial
Texas
$410K -$119K -2,365 -22%
SMC
271
Smith, Moore & Co
Missouri
$409K -$4.72K -94 -1%
PA
272
PFG Advisors
Arizona
$403K +$148K +2,936 +57%
SCFS
273
S.C. Financial Services
Arizona
$399K +$401K +7,986 New
CFA
274
Compass Financial Advisors
Indiana
$398K +$400K +7,955 New
ACMA
275
Arbor Capital Management (Alaska)
Alaska
$397K +$399K +7,932 New