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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
PNC Financial Services Group
351
PNC Financial Services Group
Pennsylvania
$68K +$50 +1 +0.1%
RDIA
352
RE Dickinson Investment Advisors
Iowa
$67K +$22.3K +451 +49%
SBL
353
Sargent Bickham Lagudis
Colorado
$65K -$23.4K -473 -26%
GWANC
354
Guardian Wealth Advisors (North Carolina)
North Carolina
$64K -$106K -2,133 -62%
BEI
355
Benjamin Edwards Inc
Missouri
$60K +$48.9K +987 +413%
WT
356
Washington Trust
Rhode Island
$59K
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$56K -$35.9K -724 -39%
PGAM
358
Princeton Global Asset Management
New Jersey
$43K +$99 +2 +0.2%
APC
359
Aspire Private Capital
North Carolina
$41K -$6.24K -126 -13%
PA
360
PSI Advisors
Florida
$30K -$743 -15 -2%
AIP
361
Ahrens Investment Partners
Louisiana
$24K
SAM
362
Strategic Asset Management
Minnesota
$24K
MRCM
363
M&R Capital Management
New Jersey
$24K +$24.8K +500 New
CTC
364
Central Trust Company
Missouri
$22K +$22K +444 New
AF
365
Allworth Financial
California
$18K
ACM
366
Antonetti Capital Management
Florida
$17K
GI
367
Gradient Investments
Minnesota
$15K +$15.3K +308 New
CWA
368
Clearview Wealth Advisors
Oregon
$14K -$42.4K -857 -75%
Creative Planning
369
Creative Planning
Kansas
$8K +$8.07K +163 New
SCA
370
Stonebridge Capital Advisors
Minnesota
$5K +$5.1K +103 New
FRA
371
Front Row Advisors
California
$4K
LWP
372
Laurel Wealth Planning
Minnesota
$4K +$3.96K +80 New
1IA
373
1834 Investment Advisors
Wisconsin
$3K
Bessemer Group
374
Bessemer Group
New Jersey
$3K
ME
375
McIlrath & Eck
Washington
$3K