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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
RG
326
Rathbones Group
United Kingdom
$224K -$55K -1,110 -20%
UWM
327
USAdvisors Wealth Management
Minnesota
$224K -$13.9K -280 -6%
TCM
328
Telos Capital Management
California
$221K -$91.2K -1,842 -29%
PMG
329
ProVise Management Group
Florida
$221K -$39.7K -802 -15%
WFA
330
WMG Financial Advisors
Tennessee
$220K
ARC
331
Advisor Resource Council
Texas
$218K -$64.6K -1,305 -23%
CA
332
Continuum Advisory
Idaho
$212K
BAM
333
Belpointe Asset Management
Nevada
$210K +$14.1K +285 +7%
SW
334
StrongBox Wealth
Missouri
$209K -$732K -14,787 -78%
MIM
335
MTM Investment Management
South Carolina
$208K
Renaissance Technologies
336
Renaissance Technologies
New York
$201K -$5.35M -107,983 -96%
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$188K -$182K -3,668 -49%
HA
338
Herold Advisors
New York
$152K +$154K +3,100 New
AWM
339
Accel Wealth Management
Iowa
$132K -$14.7K -297 -10%
AWM
340
Avior Wealth Management
Nebraska
$127K -$123K -2,480 -49%
TAM
341
Tucker Asset Management
Colorado
$116K -$17.9K -362 -13%
TCWA
342
Ten Capital Wealth Advisors
Washington
$109K -$26.5K -535 -19%
LAS
343
Lloyd Advisory Services
Georgia
$108K -$15.3K -309 -12%
ACA
344
Aptus Capital Advisors
Alabama
$104K +$105K +2,125 New
AIP
345
Ameritas Investment Partners
Nebraska
$97K +$99K +2,000 New
PMFA
346
Plante Moran Financial Advisors
Michigan
$94K
AF
347
Advisornet Financial
Minnesota
$92K -$991K -20,013 -91%
HNB
348
Huntington National Bank
Ohio
$88K
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$70K -$15K -303 -18%
HIA
350
Harbor Investment Advisory
Maryland
$68K