We are live on ! Find out more
LMBS icon

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
APC
351
Aspire Private Capital
North Carolina
$49K -$45.2K -900 -48%
RDIA
352
RE Dickinson Investment Advisors
Iowa
$46K +$46.1K +917 New
PGAM
353
Princeton Global Asset Management
New Jersey
$44K +$151 +3 +0.3%
PA
354
PSI Advisors
Florida
$31K +$1.21K +24 +4%
MAM
355
Meeder Asset Management
Ohio
$27K +$27.3K +544 +18,133%
SAM
356
Strategic Asset Management
Minnesota
$25K
AIP
357
Ahrens Investment Partners
Louisiana
$25K +$25.1K +500 New
TRCT
358
Tower Research Capital (TRC)
New York
$20K +$20K +397 New
S
359
SignatureFD
Georgia
$20K +$20.1K +400 New
AF
360
Allworth Financial
California
$18K -$373K -7,428 -95%
ACM
361
Antonetti Capital Management
Florida
$17K -$13.1K -260 -43%
MTWM
362
Masso Torrence Wealth Management
New Jersey
$15K +$15.1K +300 New
CCM
363
Covington Capital Management
California
$14K -$7.59K -151 -34%
SSB
364
Sandy Spring Bank
Maryland
$14K +$14.5K +288 New
BEI
365
Benjamin Edwards Inc
Missouri
$12K -$5.18K -103 -30%
PCA
366
Providence Capital Advisors
North Carolina
$10K +$10.6K +210 New
OC
367
Oakworth Capital
Alabama
$9K +$8.75K +174 New
RFA
368
Reilly Financial Advisors
California
$8K
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$8K +$7.89K +157 New
FRA
370
Front Row Advisors
California
$4K
WT
371
Whittier Trust
California
$4K
1IA
372
1834 Investment Advisors
Wisconsin
$3K -$13.6K -270 -84%
Bessemer Group
373
Bessemer Group
New Jersey
$3K
ME
374
McIlrath & Eck
Washington
$3K
FGAM
375
Financial Gravity Asset Management
Texas
$2.59K +$9.95K +198 +381%