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

379 hedge funds and large institutions have $4.53B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 100 increasing their positions, 185 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 29

9% more funds holding

Funds holding: 349379 (+30)

2.3% more ownership

Funds ownership: 70.45%72.75% (+2.3%)

5% less capital invested

Capital invested by funds: $4.76B → $4.53B (-$230M)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

46% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 185

Holders
379
Holders Change
+30
Holders Change %
+8.6%
% of All Funds
5.83%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.51%
New
69
Increased
100
Reduced
185
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Nations Financial Group
Iowa
$292K +$33.4K +664 +13%
ARC
302
Advisor Resource Council
Texas
$288K -$18.7K -372 -6%
TA
303
TFG Advisers
Michigan
$288K -$18.1K -360 -6%
RG
304
Rathbones Group
United Kingdom
$284K -$309K -6,140 -52%
JCM
305
Jacobi Capital Management
Pennsylvania
$283K -$220K -4,386 -44%
RFN
306
RDA Financial Network
Iowa
$278K -$35.7K -710 -11%
FWP
307
Firethorn Wealth Partners
Georgia
$272K +$274K +5,442 New
RMAM
308
Raab & Moskowitz Asset Management
New Jersey
$270K +$34.8K +693 +15%
CC
309
Cypress Capital
Tennessee
$267K +$269K +5,347 New
PB
310
Pinnacle Bancorp
Nebraska
$267K
PMG
311
ProVise Management Group
Florida
$266K -$21.1K -419 -7%
EWM
312
Endowment Wealth Management
Wisconsin
$258K +$260K +5,165 New
WP
313
WealthSource Partners
California
$257K -$134K -2,663 -34%
AWM
314
Avior Wealth Management
Nebraska
$254K +$1.16K +23 +0.5%
CFD
315
Creative Financial Designs
Indiana
$250K +$51.3K +1,021 +26%
RCAG
316
Rehmann Capital Advisory Group
Michigan
$249K -$11.9K -236 -5%
OIA
317
Optimum Investment Advisors
Illinois
$245K
UWM
318
USAdvisors Wealth Management
Minnesota
$243K -$18.4K -366 -7%
AL
319
ADE LLC
Maryland
$239K
WCFA
320
Walkner Condon Financial Advisors
Wisconsin
$235K -$16.4M -325,733 -99%
WFA
321
WMG Financial Advisors
Tennessee
$225K +$226K +4,498 New
PPG
322
Peak Planning Group
Colorado
$222K -$247K -4,912 -53%
SFS
323
Security Financial Services
Indiana
$220K +$221K +4,405 New
PP
324
Patron Partners
Texas
$219K -$10.1K -200 -4%
MFG
325
Mission Financial Group
Nevada
$218K +$219K +4,363 New