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

364 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 133

5% more capital invested

Capital invested by funds: $5.2B → $5.47B (+$271M)

5.14% more ownership

Funds ownership: 74.97%80.12% (+5.1%)

3% more funds holding

Funds holding: 353364 (+11)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

Holders
364
Holders Change
+11
Holders Change %
+3.12%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
133
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
326
Clearview Wealth Advisors
Oregon
$126K +$664 +13 +0.5%
SFPG
327
Stonebridge Financial Planning Group
Florida
$115K
BFA
328
Brendel Financial Advisors
New Hampshire
$107K +$107K +2,100 New
PMFA
329
Plante Moran Financial Advisors
Michigan
$97K
BHWM
330
Bay Harbor Wealth Management
Maryland
$83K -$85K -1,665 -51%
SIM
331
Sonora Investment Management
Arizona
$71K +$71.5K +1,400 New
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$64K -$63.8K -1,250 -50%
HIA
333
Harbor Investment Advisory
Maryland
$61K +$11.2K +220 +22%
WT
334
Washington Trust
Rhode Island
$61K +$61.2K +1,199 New
FGAM
335
Financial Gravity Asset Management
Texas
$51K +$51 +1 +2%
PGAM
336
Princeton Global Asset Management
New Jersey
$45K +$45K +881 New
Fidelity Investments
337
Fidelity Investments
Massachusetts
$44K +$43.6K +854 +7,764%
Bank of Montreal
338
Bank of Montreal
Ontario, Canada
$43K +$21.6K +423 +101%
TI
339
tru Independence
Oregon
$40K +$40.2K +787 New
CWP
340
Concord Wealth Partners
Virginia
$39K -$423K -8,287 -92%
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$31K +$17.5K +342 +128%
1IA
342
1834 Investment Advisors
Wisconsin
$23K -$523K -10,249 -96%
BEI
343
Benjamin Edwards Inc
Missouri
$17K -$15.6K -305 -47%
M
344
MOTCO
Texas
$15K
AAP
345
Arax Advisory Partners
Colorado
$14K +$13.8K +270 New
WWM
346
Wolff Wiese Magana
California
$11K -$323K -6,325 -97%
SL
347
Savior LLC
Massachusetts
$10K
BU
348
BBVA USA
Alabama
$10K +$9.75K +191 New
HWMA
349
Heritage Wealth Management (Arizona)
Arizona
$9K -$5.11K -100 -36%
TFS
350
TrustCore Financial Services
Tennessee
$9K