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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
HWM
301
Howard Wealth Management
Connecticut
$247K
MC
302
Moors & Cabot
Massachusetts
$246K +$25.9K +510 +12%
AL
303
ADE LLC
Maryland
$243K -$122K -2,400 -33%
RMAM
304
Raab & Moskowitz Asset Management
New Jersey
$238K +$239K +4,713 New
PP
305
Patron Partners
Texas
$232K
MIM
306
MTM Investment Management
South Carolina
$215K
SFP
307
Strategic Financial Partners
Oregon
$213K -$27.1K -534 -11%
SW
308
SVB Wealth
Massachusetts
$210K -$43.2K -852 -17%
TCWA
309
Ten Capital Wealth Advisors
Washington
$208K -$5.53K -109 -3%
CCG
310
Chatham Capital Group
Georgia
$202K
CFD
311
Creative Financial Designs
Indiana
$202K +$48.9K +964 +32%
AWM
312
Accel Wealth Management
Iowa
$164K -$133K -2,620 -45%
HA
313
Herold Advisors
New York
$146K +$147K +2,900 New
CWA
314
Clearview Wealth Advisors
Oregon
$126K +$609 +12 +0.5%
TAM
315
Tucker Asset Management
Colorado
$121K -$30.1K -594 -20%
SFPG
316
Stonebridge Financial Planning Group
Florida
$114K
KPCM
317
Kings Point Capital Management
New York
$101K +$101K +2,000 New
FA
318
Flagstar Advisors
New York
$100K +$99.9K +1,968 New
PMFA
319
Plante Moran Financial Advisors
Michigan
$97K
APC
320
Aspire Private Capital
North Carolina
$95K -$55.9K -1,102 -37%
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$94K -$183K -3,599 -66%
SIM
322
Sonora Investment Management
Arizona
$71K
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$71K +$7.66K +151 +12%
Bank of Montreal
324
Bank of Montreal
Ontario, Canada
$68K +$25.3K +499 +59%
HIA
325
Harbor Investment Advisory
Maryland
$61K