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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
MHR
351
Matthew Hamilton Rosenberg
$8K
RFA
352
Reilly Financial Advisors
California
$8K
MFT
353
Moisand Fitzgerald Tamayo
Florida
$8K +$8.27K +162 New
SWG
354
Summit Wealth Group
Vermont
$7K +$7.46K +146 New
AWMS
355
Advocacy Wealth Management Services
Georgia
$6K
IF
356
Ironwood Financial
Arizona
$6K
FRA
357
Front Row Advisors
California
$4K -$1.94K -38 -34%
FMTCOCP
358
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
FI
359
FormulaFolio Investments
Michigan
$3K
ME
360
McIlrath & Eck
Washington
$3K
Bessemer Group
361
Bessemer Group
New Jersey
$3K +$3.27K +64 New
PFA
362
Professional Financial Advisors
Nebraska
$2K
S
363
SignatureFD
Georgia
$1K -$8.99K -176 -95%
PA
364
Parallel Advisors
California
$1K +$1.02K +20 New
AWA
365
ARQ Wealth Advisors
Arizona
-$6.69M -131,078 Closed
SFS
366
Sowell Financial Services
Arkansas
-$4.28M -83,711 Closed
BAMG
367
Brand Asset Management Group
Missouri
-$2.69M -52,682 Closed
FA
368
FMA Advisory
Pennsylvania
-$2.59M -50,684 Closed
VWM
369
Venturi Wealth Management
Texas
-$1.5M -29,329 Closed
WIA
370
Wealthstreet Investment Advisors
Texas
-$735K -14,400 Closed
NEPWA
371
New England Private Wealth Advisors
Massachusetts
-$713K -13,968 Closed
CFG
372
Cooper Financial Group
California
-$593K -11,618 Closed
SMF
373
Sterling Manor Financial
New York
-$504K -9,869 Closed
MWM
374
MBE Wealth Management
Wisconsin
-$452K -8,854 Closed
LNWWM
375
Laird Norton Wetherby Wealth Management
California
-$429K -8,400 Closed