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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
LAS
301
Lloyd Advisory Services
Georgia
$258K +$18K +352 +7%
AWG
302
Altus Wealth Group
Colorado
$257K +$40.9K +800 +19%
SW
303
SVB Wealth
Massachusetts
$255K -$31.7K -620 -11%
MP
304
McDonald Partners
Ohio
$251K
NL
305
NWAM LLC
Washington
$249K -$11.2K -219 -4%
HWM
306
Howard Wealth Management
Connecticut
$249K
SFP
307
Strategic Financial Partners
Oregon
$241K -$421K -8,240 -63%
VAS
308
Vestmark Advisory Solutions
Massachusetts
$234K +$235K +4,593 New
PP
309
Patron Partners
Texas
$233K -$1.06M -20,733 -82%
CA
310
Continuum Advisory
Idaho
$226K +$227K +4,444 New
LIM
311
Leavell Investment Management
Alabama
$225K
MC
312
Moors & Cabot
Massachusetts
$222K +$223K +4,365 New
MIM
313
MTM Investment Management
South Carolina
$216K
PB
314
Pinnacle Bancorp
Nebraska
$216K
TCWA
315
Ten Capital Wealth Advisors
Washington
$215K -$52.7K -1,031 -20%
MBT
316
Montecito Bank & Trust
California
$213K -$304K -5,955 -59%
PA
317
PFG Advisors
Arizona
$209K -$11.9K -234 -5%
CCG
318
Chatham Capital Group
Georgia
$204K
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
$203K
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$190K +$158K +3,092 +485%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$185K
CFD
322
Creative Financial Designs
Indiana
$154K +$78K +1,528 +102%
TAM
323
Tucker Asset Management
Colorado
$153K +$68.2K +1,336 +80%
APC
324
Aspire Private Capital
North Carolina
$151K -$365K -7,150 -71%
FA
325
Faithward Advisors
Pennsylvania
$144K -$9.5K -186 -6%