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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
SW
351
SteelPeak Wealth
California
-$1.34M -26,434 Closed
IC
352
Inscription Capital
Texas
-$1.29M -25,301 Closed
Deutsche Bank
353
Deutsche Bank
Germany
-$1.25M -24,464 Closed
1WM
354
1900 Wealth Management
Texas
-$1.18M -23,113 Closed
WF
355
Williams Financial
Vermont
-$423K -8,320 Closed
BAM
356
Belpointe Asset Management
Nevada
-$400K -7,862 Closed
T
357
TRUADVICE
Florida
-$394K -7,748 Closed
CP
358
Camelot Portfolios
Ohio
-$384K -7,541 Closed
ATPW
359
Ashton Thomas Private Wealth
Arizona
-$366K -7,187 Closed
ACA
360
Aptus Capital Advisors
Alabama
-$338K -6,650 Closed
TSS
361
Two Sigma Securities
New York
-$334K -6,562 Closed
OPWM
362
Oxinas Partners Wealth Management
Indiana
-$277K -5,450 Closed
IDA
363
Intelligence Driven Advisers
California
-$269K -5,287 Closed
AWG
364
Altus Wealth Group
Colorado
-$257K -5,052 Closed
NL
365
NWAM LLC
Washington
-$249K -4,899 Closed
VAS
366
Vestmark Advisory Solutions
Massachusetts
-$234K -4,593 Closed
LIM
367
Leavell Investment Management
Alabama
-$225K -4,415 Closed
MBT
368
Montecito Bank & Trust
California
-$213K -4,175 Closed
FA
369
Faithward Advisors
Pennsylvania
-$144K -2,838 Closed
BFA
370
Brendel Financial Advisors
New Hampshire
-$107K -2,100 Closed
Fidelity Investments
371
Fidelity Investments
Massachusetts
-$43.8K -863 -100%
TI
372
tru Independence
Oregon
-$40K -787 Closed
CWP
373
Concord Wealth Partners
Virginia
-$39K -763 Closed
M
374
MOTCO
Texas
-$15K -293 Closed
WWM
375
Wolff Wiese Magana
California
-$11K -210 Closed