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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
USCWA
276
U.S. Capital Wealth Advisors
Texas
$389K -$325K -6,471 -45%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$375K +$377K +7,500 New
TNA
278
True North Advisors
Texas
$374K
HIS
279
Harvest Investment Services
Illinois
$373K -$140K -2,794 -27%
DAS
280
Dynamic Advisor Solutions
Arizona
$368K +$81.8K +1,628 +28%
AOG
281
Alpha Omega Group
Virginia
$366K -$199K -3,967 -35%
PSF
282
Pacific Sun Financial
California
$366K -$2.51K -50 -0.7%
CF
283
Centaurus Financial
California
$363K -$204K -4,059 -36%
AC
284
Avestar Capital
New York
$352K -$59.3K -1,180 -14%
WMA
285
Wealth Management Associates
New Jersey
$351K +$6.23K +124 +2%
SFG
286
Sovereign Financial Group
Connecticut
$349K -$25.8K -513 -7%
GSWM
287
Golden State Wealth Management
California
$348K -$80.4K -1,599 -19%
CS
288
Credit Suisse
Switzerland
$342K +$344K +6,840 New
MCCP
289
Mission Creek Capital Partners
California
$334K +$352 +7 +0.1%
TCA
290
Transcend Capital Advisors
New Jersey
$320K -$3.32K -66 -1%
MCC
291
Money Concepts Capital
Florida
$320K +$321K +6,395 New
TCM
292
Telos Capital Management
California
$317K -$107K -2,129 -25%
KIG
293
Kowal Investment Group
Wisconsin
$316K -$7.34K -146 -2%
CBFP
294
Cedar Brook Financial Partners
Ohio
$310K -$112K -2,229 -26%
WMA
295
West Michigan Advisors
Michigan
$306K +$308K +6,125 New
GCA
296
Genesee Capital Advisors
New York
$305K -$33.8K -672 -10%
CA
297
CoreCap Advisors
Michigan
$305K +$307K +6,102 New
IAP
298
Indie Asset Partners
Indiana
$297K -$50.3K -1,000 -14%
ODFS
299
O'Donnell Financial Services
California
$297K -$19.4K -386 -6%
Millennium Management
300
Millennium Management
New York
$295K +$297K +5,904 New