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

353 hedge funds and large institutions have $5.2B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 135

8% more capital invested

Capital invested by funds: $4.82B → $5.2B (+$380M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.65% more ownership

Funds ownership: 74.32%74.97% (+0.65%)

1% less funds holding

Funds holding: 357353 (-4)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
353
Holders Change
-4
Holders Change %
-1.12%
% of All Funds
6.2%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.65%
New
33
Increased
158
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
326
Harbor Investment Advisory
Maryland
$50K +$6.83K +133 +16%
HFS
327
Horizon Financial Services
North Carolina
$41K +$41.6K +809 New
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$33K -$146K -2,843 -82%
BEI
329
Benjamin Edwards Inc
Missouri
$33K -$143K -2,785 -81%
IFAM
330
Institutional & Family Asset Management
Colorado
$30K
Bank of Montreal
331
Bank of Montreal
Ontario, Canada
$21K
AIC
332
Archer Investment Corporation
Indiana
$17.9K
CCM
333
Covington Capital Management
California
$15K
M
334
MOTCO
Texas
$15K
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$14K -$53.2K -1,035 -79%
HWMA
336
Heritage Wealth Management (Arizona)
Arizona
$14K +$14.1K +274 New
SL
337
Savior LLC
Massachusetts
$10K
S
338
SignatureFD
Georgia
$9K -$6.32K -123 -40%
TFS
339
TrustCore Financial Services
Tennessee
$9K -$3.13K -61 -26%
MHR
340
Matthew Hamilton Rosenberg
$8K
VFA
341
Valeo Financial Advisors
Indiana
$8K +$7.91K +154 New
RFA
342
Reilly Financial Advisors
California
$8K +$8.37K +163 New
AWMS
343
Advocacy Wealth Management Services
Georgia
$6K
FRA
344
Front Row Advisors
California
$6K
IF
345
Ironwood Financial
Arizona
$6K
GI
346
Gradient Investments
Minnesota
$4K +$3.7K +72 New
FMTCOCP
347
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K +$4.16K +81 New
ME
348
McIlrath & Eck
Washington
$3K
FI
349
FormulaFolio Investments
Michigan
$3K +$3.29K +64 New
FGAM
350
Financial Gravity Asset Management
Texas
$2.63K -$616 -12 -19%