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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
ACA
276
Aptus Capital Advisors
Alabama
$338K
TA
277
TFG Advisers
Michigan
$336K +$11.5K +225 +4%
TSS
278
Two Sigma Securities
New York
$334K +$335K +6,562 New
PMG
279
ProVise Management Group
Florida
$329K -$766 -15 -0.2%
KIG
280
Kowal Investment Group
Wisconsin
$328K +$1.74K +34 +0.5%
TCA
281
Transcend Capital Advisors
New Jersey
$323K -$4.34M -84,943 -93%
CAS
282
Cascadia Advisory Services
Oregon
$316K -$333K -6,523 -51%
FWP
283
Firethorn Wealth Partners
Georgia
$307K +$68.8K +1,347 +29%
CGH
284
Crossmark Global Holdings
Texas
$305K -$3.63M -71,000 -92%
RFN
285
RDA Financial Network
Iowa
$305K
CAM
286
Cresset Asset Management
Illinois
$305K +$306K +6,000 New
FMTC
287
Farmers & Merchants Trust Company
California
$301K +$302K +5,913 New
BPA
288
Beacon Pointe Advisors
California
$301K +$302K +5,920 New
AWM
289
Accel Wealth Management
Iowa
$299K -$109K -2,136 -27%
SBL
290
Sargent Bickham Lagudis
Colorado
$292K -$197K -3,864 -40%
DAS
291
Dynamic Advisor Solutions
Arizona
$290K +$55.6K +1,088 +24%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$278K -$160K -3,137 -36%
OPWM
293
Oxinas Partners Wealth Management
Indiana
$277K +$278K +5,450 New
OIA
294
OneDigital Investment Advisors
Kansas
$276K -$1.5M -29,446 -84%
IDA
295
Intelligence Driven Advisers
California
$269K -$2.39M -46,822 -90%
CW
296
CreativeOne Wealth
Kansas
$269K +$270K +5,286 New
UWM
297
USAdvisors Wealth Management
Minnesota
$266K -$344K -6,736 -56%
IAN
298
Integrated Advisors Network
Texas
$264K +$264K +5,179 New
NFG
299
Nations Financial Group
Iowa
$263K +$264K +5,171 New
FWM
300
Frontier Wealth Management
Missouri
$260K +$613 +12 +0.2%