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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
CA
276
CoreCap Advisors
Michigan
$390K +$92.5K +1,868 +31%
SCFS
277
S.C. Financial Services
Arizona
$386K -$5.25K -106 -1%
WP
278
WealthShield Partners
North Carolina
$375K -$152K -3,060 -29%
AC
279
Avestar Capital
New York
$372K +$27.2K +549 +8%
BZWA
280
Blue Zone Wealth Advisors
California
$365K -$39.6K -800 -10%
HFP
281
Holistic Financial Partners
Indiana
$365K +$369K +7,461 New
AOG
282
Alpha Omega Group
Virginia
$358K
EWM
283
Endowment Wealth Management
Wisconsin
$353K +$101K +2,041 +40%
ACMA
284
Arbor Capital Management (Alaska)
Alaska
$352K -$36.3K -732 -9%
HIS
285
Harvest Investment Services
Illinois
$352K -$13.1K -265 -4%
PSF
286
Pacific Sun Financial
California
$350K -$8.91K -180 -2%
FHA
287
Flagship Harbor Advisors
Massachusetts
$349K -$210K -4,242 -37%
RCM
288
Raleigh Capital Management
North Carolina
$347K +$151K +3,048 +76%
IF
289
Intrua Financial
Texas
$344K -$57.8K -1,168 -14%
WMA
290
Wealth Management Associates
New Jersey
$344K +$149 +3 +0%
SFS
291
Security Financial Services
Indiana
$342K +$128K +2,580 +59%
IF
292
Integrity Financial
Wyoming
$339K -$171K -3,451 -33%
NFG
293
Nations Financial Group
Iowa
$339K +$53.7K +1,084 +19%
FHA
294
First Horizon Advisors
Tennessee
$335K -$7.92M -159,856 -96%
CFD
295
Creative Financial Designs
Indiana
$325K +$81.1K +1,637 +33%
CF
296
Centaurus Financial
California
$323K -$33.3K -672 -9%
TCA
297
Transcend Capital Advisors
New Jersey
$322K +$8.27K +167 +3%
KP
298
Keel Point
Alabama
$322K +$326K +6,577 New
PWP
299
Principle Wealth Partners
Connecticut
$321K -$154K -3,110 -32%
FF
300
Friedenthal Financial
New Jersey
$321K +$324K +6,552 New