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

349 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 29 funds opening new positions, 148 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

6% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 139

4% less funds holding

Funds holding: 364349 (-15)

9.67% less ownership

Funds ownership: 80.12%70.45% (-9.7%)

13% less capital invested

Capital invested by funds: $5.47B → $4.76B (-$710M)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

Holders
349
Holders Change
-15
Holders Change %
-4.12%
% of All Funds
6.11%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.6%
New
29
Increased
148
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
326
Washington Trust
Rhode Island
$61K
BHWM
327
Bay Harbor Wealth Management
Maryland
$59K -$23.4K -462 -28%
FGAM
328
Financial Gravity Asset Management
Texas
$51K
PGAM
329
Princeton Global Asset Management
New Jersey
$45K +$101 +2 +0.2%
PA
330
PSI Advisors
Florida
$31K +$30.7K +604 New
ACM
331
Antonetti Capital Management
Florida
$30K +$30.4K +600 New
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$28K -$2.59K -51 -8%
SAM
333
Strategic Asset Management
Minnesota
$25K +$25.4K +500 New
CCM
334
Covington Capital Management
California
$22K -$351K -6,924 -94%
BEI
335
Benjamin Edwards Inc
Missouri
$17K
1IA
336
1834 Investment Advisors
Wisconsin
$16K -$6.85K -135 -30%
AAP
337
Arax Advisory Partners
Colorado
$14K
HWMA
338
Heritage Wealth Management (Arizona)
Arizona
$9K
MHR
339
Matthew Hamilton Rosenberg
$8K
RFA
340
Reilly Financial Advisors
California
$8K
IF
341
Ironwood Financial
Arizona
$6K
FRA
342
Front Row Advisors
California
$4K
WT
343
Whittier Trust
California
$4K +$3.81K +75 New
Bessemer Group
344
Bessemer Group
New Jersey
$3K
ME
345
McIlrath & Eck
Washington
$3K
PFA
346
Professional Financial Advisors
Nebraska
$2K
WI
347
Wintrust Investments
Illinois
-$7.14M -140,329 Closed
FTUS
348
Flow Traders U.S.
New York
-$4.82M -94,730 Closed
PWM
349
PRW Wealth Management
Massachusetts
-$1.92M -37,694 Closed
ACM
350
Anfield Capital Management
California
-$1.51M -29,645 Closed