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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
EP
351
Eudaimonia Partners
Tennessee
$2K -$50.1K -975 -96%
HNB
352
Huntington National Bank
Ohio
$2K
PFA
353
Professional Financial Advisors
Nebraska
$2K +$2.21K +43 New
Fidelity Investments
354
Fidelity Investments
Massachusetts
$1K +$257 +5 +83%
BFG
355
Barber Financial Group
Kansas
-$10.1M -196,017 Closed
AAM
356
Ascension Asset Management
New York
-$9.52M -184,996 Closed
MWM
357
Mattern Wealth Management
Kansas
-$8.22M -159,679 Closed
SF
358
Synovus Financial
Georgia
-$4.88M -94,819 Closed
CM
359
Columbus Macro
Pennsylvania
-$4.44M -86,348 Closed
RIA
360
Regal Investment Advisors
Michigan
-$2.93M -56,884 Closed
FFN
361
Focus Financial Network
Minnesota
-$2.27M -44,050 Closed
Citadel Advisors
362
Citadel Advisors
Florida
-$1.24M -24,038 Closed
TFCP
363
Twin Focus Capital Partners
Massachusetts
-$1.02M -19,791 Closed
LFF
364
Level Four Financial
Texas
-$705K -13,691 Closed
PIA
365
Pinion Investment Advisors
Kansas
-$632K -12,285 Closed
LI
366
LVZ Inc
Michigan
-$613K -11,914 Closed
M&T Bank
367
M&T Bank
New York
-$551K -10,698 Closed
PAG
368
Pinnacle Advisory Group
Maryland
-$541K -10,503 Closed
SIAP
369
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$515K -10,000 Closed
BCM
370
Breiter Capital Management
Florida
-$498K -9,671 Closed
CW
371
CreativeOne Wealth
Kansas
-$427K -8,295 Closed
AIP
372
Ahrens Investment Partners
Louisiana
-$376K -7,300 Closed
COF
373
Capital One Financial
Virginia
-$373K -7,250 Closed
HF
374
HRT Financial
New York
-$345K -6,713 Closed
TC
375
Telemus Capital
Michigan
-$321K -6,245 Closed