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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
NWM
251
Northwest Wealth Management
Iowa
$535K +$52.7K +1,064 +11%
AWA
252
Acorn Wealth Advisors
Michigan
$526K +$82.1K +1,658 +18%
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$520K +$22.4K +453 +4%
DAS
254
Dynamic Advisor Solutions
Arizona
$520K +$161K +3,255 +44%
GWSG
255
GPS Wealth Strategies Group
Colorado
$516K -$792K -15,987 -60%
Koshinski Asset Management
256
Koshinski Asset Management
Illinois
$507K -$6.59K -133 -1%
PTP
257
Platform Technology Partners
New York
$504K -$63.7K -1,287 -11%
CWM
258
Cornerstone Wealth Management
Missouri
$504K +$495 +10 +0.1%
GRP
259
Global Retirement Partners
California
$497K +$506K +10,213 New
NWMG
260
National Wealth Management Group
Ohio
$497K +$30.8K +621 +7%
CS
261
Credit Suisse
Switzerland
$484K +$151K +3,040 +44%
PA
262
PFG Advisors
Arizona
$472K +$77.7K +1,569 +19%
CFA
263
Compass Financial Advisors
Indiana
$465K +$76.3K +1,540 +19%
AWM
264
Apollon Wealth Management
South Carolina
$447K -$153K -3,094 -25%
OA
265
Oxbow Advisors
Texas
$441K
KCFA
266
Key Client Fiduciary Advisors
New Jersey
$439K -$74.3K -1,500 -14%
SWM
267
SeaCrest Wealth Management
New York
$436K
MWM
268
Maripau Wealth Management
Indiana
$431K +$439K +8,858 New
TA
269
TruWealth Advisors
Louisiana
$429K
USCWA
270
U.S. Capital Wealth Advisors
Texas
$425K +$44.6K +900 +12%
FLI
271
Family Legacy Inc
South Carolina
$423K
OIA
272
OneDigital Investment Advisors
Kansas
$419K -$97.1K -1,960 -19%
CRWM
273
Castle Rock Wealth Management
California
$411K
SMC
274
Smith, Moore & Co
Missouri
$401K +$347 +7 +0.1%
SWAG
275
Spectrum Wealth Advisory Group
California
$391K -$699K -14,116 -64%