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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

353 hedge funds and large institutions have $5.2B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 135

8% more capital invested

Capital invested by funds: $4.82B → $5.2B (+$380M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.65% more ownership

Funds ownership: 74.32%74.97% (+0.65%)

1% less funds holding

Funds holding: 357353 (-4)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
353
Holders Change
-4
Holders Change %
-1.12%
% of All Funds
6.2%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.65%
New
33
Increased
158
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
301
Cypress Wealth Services
California
$245K -$303K -5,900 -55%
LAS
302
Lloyd Advisory Services
Georgia
$241K -$96K -1,868 -28%
FWP
303
Firethorn Wealth Partners
Georgia
$239K +$1.9K +37 +0.8%
DAS
304
Dynamic Advisor Solutions
Arizona
$235K -$18.4K -359 -7%
SMC
305
Smith, Moore & Co
Missouri
$232K +$233K +4,535 New
LIM
306
Leavell Investment Management
Alabama
$225K +$227K +4,415 New
PA
307
PFG Advisors
Arizona
$221K -$124K -2,404 -36%
AWG
308
Altus Wealth Group
Colorado
$217K -$161K -3,126 -42%
PB
309
Pinnacle Bancorp
Nebraska
$217K
MIM
310
MTM Investment Management
South Carolina
$217K +$4.98K +97 +2%
PA
311
PSI Advisors
Florida
$209K -$347K -6,750 -62%
BFA
312
Beacon Financial Advisory
Ohio
$208K +$257 +5 +0.1%
CCG
313
Chatham Capital Group
Georgia
$204K
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$185K
FPB
315
First PREMIER Bank
South Dakota
$179K +$180K +3,500 New
BHWM
316
Bay Harbor Wealth Management
Maryland
$168K -$98.1K -1,909 -37%
FA
317
Faithward Advisors
Pennsylvania
$154K +$155K +3,024 New
BWL
318
Bogart Wealth LLC
Virginia
$149K
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$128K -$31.7K -618 -20%
CWA
320
Clearview Wealth Advisors
Oregon
$125K +$668 +13 +0.5%
SFPG
321
Stonebridge Financial Planning Group
Florida
$115K -$87.3K -1,700 -43%
PMFA
322
Plante Moran Financial Advisors
Michigan
$98K
TAM
323
Tucker Asset Management
Colorado
$84.8K +$3.8K +74 +5%
CFD
324
Creative Financial Designs
Indiana
$76K +$28.5K +555 +59%
CFFP
325
Center for Financial Planning
Michigan
$51K -$29.5K -575 -37%