We are live on ! Find out more
LMBS icon

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

381 hedge funds and large institutions have $4.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 174 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 379381 (+2)

0.89% less ownership

Funds ownership: 72.75%71.86% (-0.89%)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

10% less capital invested

Capital invested by funds: $4.53B → $4.09B (-$441M)

25% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 174

Holders
381
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.01%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.5%
New
45
Increased
130
Reduced
174
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
301
Pinnacle Private Wealth
Massachusetts
$320K -$183K -3,686 -36%
CBFP
302
Cedar Brook Financial Partners
Ohio
$304K +$1.04K +21 +0.3%
GCA
303
Genesee Capital Advisors
New York
$300K +$1.24K +25 +0.4%
KIG
304
Kowal Investment Group
Wisconsin
$296K -$13.6K -274 -4%
ODFS
305
O'Donnell Financial Services
California
$293K
EP
306
Eudaimonia Partners
Tennessee
$292K +$295K +5,966 New
PIA
307
Pinion Investment Advisors
Kansas
$290K -$135K -2,723 -31%
TA
308
TFG Advisers
Michigan
$288K +$5.99K +121 +2%
IAP
309
Indie Asset Partners
Indiana
$286K -$4.95K -100 -2%
MCCP
310
Mission Creek Capital Partners
California
$276K -$51.4K -1,038 -16%
PB
311
Pinnacle Bancorp
Nebraska
$275K +$13.9K +280 +5%
RMAM
312
Raab & Moskowitz Asset Management
New Jersey
$272K +$7.53K +152 +3%
KFSC
313
Keystone Financial Services (Colorado)
Colorado
$270K +$274K +5,542 New
RFN
314
RDA Financial Network
Iowa
$268K -$4.9K -99 -2%
OPS
315
Orion Portfolio Solutions
Nebraska
$263K +$266K +5,374 New
CC
316
Cypress Capital
Tennessee
$262K
Millennium Management
317
Millennium Management
New York
$254K -$35.7K -720 -12%
CCG
318
Coastwise Capital Group
California
$253K +$256K +5,178 New
TWM
319
Tanager Wealth Management
United Kingdom
$252K -$4.15M -83,798 -94%
OIA
320
Optimum Investment Advisors
Illinois
$242K +$2.58K +52 +1%
MP
321
McDonald Partners
Ohio
$241K +$244K +4,927 New
HWM
322
Howard Wealth Management
Connecticut
$239K +$243K +4,900 New
AL
323
ADE LLC
Maryland
$236K
EE
324
EWG Elevate
California
$234K +$237K +4,785 New
SSWM
325
Sheets Smith Wealth Management
North Carolina
$230K +$233K +4,700 New