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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
MCCP
276
Mission Creek Capital Partners
California
$338K -$6.95K -137 -2%
RIS
277
Retirement Income Solutions
Michigan
$330K -$14.2K -279 -4%
KIG
278
Kowal Investment Group
Wisconsin
$327K +$1.57K +31 +0.5%
TCA
279
Transcend Capital Advisors
New Jersey
$326K +$4.87K +96 +2%
CAS
280
Cascadia Advisory Services
Oregon
$324K +$10K +197 +3%
ODFS
281
O'Donnell Financial Services
California
$322K +$323K +6,366 New
RFN
282
RDA Financial Network
Iowa
$317K +$14.5K +285 +5%
ARC
283
Advisor Resource Council
Texas
$310K -$140K -2,760 -31%
TA
284
TFG Advisers
Michigan
$310K -$24.5K -483 -7%
SBL
285
Sargent Bickham Lagudis
Colorado
$291K
PMG
286
ProVise Management Group
Florida
$290K -$37K -729 -11%
DAS
287
Dynamic Advisor Solutions
Arizona
$290K +$2.44K +48 +0.8%
AWA
288
Acorn Wealth Advisors
Michigan
$287K +$288K +5,673 New
PB
289
Pinnacle Bancorp
Nebraska
$270K +$55.2K +1,088 +26%
UWM
290
USAdvisors Wealth Management
Minnesota
$265K +$609 +12 +0.2%
RCAG
291
Rehmann Capital Advisory Group
Michigan
$264K -$117K -2,312 -31%
LAS
292
Lloyd Advisory Services
Georgia
$264K +$7.36K +145 +3%
OMC
293
Old Mission Capital
Illinois
$263K -$16.7M -328,384 -98%
NFG
294
Nations Financial Group
Iowa
$262K +$355 +7 +0.1%
PIA
295
Pinion Investment Advisors
Kansas
$260K +$261K +5,147 New
FWM
296
Frontier Wealth Management
Missouri
$259K +$558 +11 +0.2%
PA
297
PFG Advisors
Arizona
$259K +$52.4K +1,032 +25%
AWM
298
Avior Wealth Management
Nebraska
$256K +$257K +5,067 New
MP
299
McDonald Partners
Ohio
$249K
OIA
300
Optimum Investment Advisors
Illinois
$248K -$320K -6,300 -56%