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

347 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 28 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-16
Holders Change %
-4.41%
% of All Funds
6.09%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.6%
New
28
Increased
148
Reduced
138
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AL
301
ADE LLC
Maryland
$243K -$121K -2,400 -33%
RMAM
302
Raab & Moskowitz Asset Management
New Jersey
$238K +$238K +4,713 New
PP
303
Patron Partners
Texas
$232K
MIM
304
MTM Investment Management
South Carolina
$215K
SFP
305
Strategic Financial Partners
Oregon
$213K -$27K -534 -11%
SW
306
SVB Wealth
Massachusetts
$210K -$43.1K -852 -17%
TCWA
307
Ten Capital Wealth Advisors
Washington
$208K -$5.5K -109 -3%
CCG
308
Chatham Capital Group
Georgia
$202K
CFD
309
Creative Financial Designs
Indiana
$202K +$48.8K +964 +32%
AWM
310
Accel Wealth Management
Iowa
$164K -$132K -2,620 -45%
HA
311
Herold Advisors
New York
$146K +$146K +2,900 New
CWA
312
Clearview Wealth Advisors
Oregon
$126K +$609 +12 +0.5%
TAM
313
Tucker Asset Management
Colorado
$121K -$30K -594 -20%
SFPG
314
Stonebridge Financial Planning Group
Florida
$114K
KPCM
315
Kings Point Capital Management
New York
$101K +$101K +2,000 New
FA
316
Flagstar Advisors
New York
$100K +$100K +1,968 New
PMFA
317
Plante Moran Financial Advisors
Michigan
$97K
APC
318
Aspire Private Capital
North Carolina
$95K -$56K -1,102 -37%
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$94K -$182K -3,599 -66%
SIM
320
Sonora Investment Management
Arizona
$71K
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$71K +$7.65K +151 +12%
Bank of Montreal
322
Bank of Montreal
Ontario, Canada
$68K +$25.3K +499 +59%
WT
323
Washington Trust
Rhode Island
$61K
HIA
324
Harbor Investment Advisory
Maryland
$61K
BHWM
325
Bay Harbor Wealth Management
Maryland
$59K -$23.4K -462 -28%