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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
CA
326
Continuum Advisory
Idaho
$217K -$132K -2,617 -38%
MIM
327
MTM Investment Management
South Carolina
$212K
SFP
328
Strategic Financial Partners
Oregon
$210K
CA
329
Calton & Associates
Florida
$205K -$223K -4,440 -52%
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$203K
RCM
331
Raleigh Capital Management
North Carolina
$202K +$203K +4,037 New
BAM
332
Belpointe Asset Management
Nevada
$200K +$201K +4,003 New
GWANC
333
Guardian Wealth Advisors (North Carolina)
North Carolina
$172K +$173K +3,433 New
BNP Paribas Financial Markets
334
BNP Paribas Financial Markets
France
$161K +$162K +3,214 New
AWM
335
Accel Wealth Management
Iowa
$150K -$12.2K -242 -7%
TCWA
336
Ten Capital Wealth Advisors
Washington
$138K -$68.1K -1,354 -33%
TAM
337
Tucker Asset Management
Colorado
$136K +$16.3K +324 +13%
LAS
338
Lloyd Advisory Services
Georgia
$126K -$135K -2,694 -52%
CFCI
339
Comprehensive Financial Consultants Institutional
Indiana
$124K +$126K +2,508 New
HNB
340
Huntington National Bank
Ohio
$115K
SFPG
341
Stonebridge Financial Planning Group
Florida
$112K
PMFA
342
Plante Moran Financial Advisors
Michigan
$96K
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$93K
SBL
344
Sargent Bickham Lagudis
Colorado
$90K -$199K -3,953 -69%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$86K +$19K +377 +28%
BA
346
Bivin & Associates
Oklahoma
$79K +$79.4K +1,580 New
PNC Financial Services Group
347
PNC Financial Services Group
Pennsylvania
$70K +$50 +1 +0.1%
HIA
348
Harbor Investment Advisory
Maryland
$69K +$9.35K +186 +15%
WT
349
Washington Trust
Rhode Island
$60K
CWA
350
Clearview Wealth Advisors
Oregon
$57K -$67.2K -1,337 -54%