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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
PFA
376
Professional Financial Advisors
Nebraska
$2K
CB
377
CNB Bank
Pennsylvania
$2K +$2.01K +40 New
AWA
378
Amplius Wealth Advisors
Pennsylvania
$2K +$2.77K +55 New
FHC
379
First Heartland Consultants
Missouri
$1.54K +$271K +5,384 +21%
CP
380
Castleview Partners
Texas
$23 +$57.8K +1,149 New
AIM
381
Astor Investment Management
Illinois
-$17.5M -345,578 Closed
AFA
382
Arlington Financial Advisors
California
-$12.6M -248,659 Closed
QWM
383
Quaker Wealth Management
New Jersey
-$11.3M -223,916 Closed
Ameriprise
384
Ameriprise
Minnesota
-$4.12M -81,522 Closed
BBA
385
Braun-Bostich & Associates
Pennsylvania
-$2.35M -46,537 Closed
OWA
386
Outlook Wealth Advisors
Texas
-$1.36M -26,901 Closed
GRP
387
Global Retirement Partners
California
-$872K -17,249 Closed
AssetMark Inc
388
AssetMark Inc
California
-$770K -15,217 Closed
LWM
389
Laidlaw Wealth Management
New York
-$745K -14,728 Closed
SS
390
Simplicity Solutions
Minnesota
-$619K -12,243 Closed
IA
391
Insight Advisors
Pennsylvania
-$538K -10,682 Closed
QCIG
392
Quad-Cities Investment Group
Iowa
-$518K -10,237 Closed
BCM
393
Breiter Capital Management
Florida
-$498K -9,843 Closed
PWM
394
Purus Wealth Management
California
-$421K -8,317 Closed
BCI
395
Brinker Capital Investments
Pennsylvania
-$409K -8,094 Closed
CFAM
396
Center For Asset Management
Florida
-$342K -6,765 Closed
RIS
397
Retirement Income Solutions
Michigan
-$330K -6,534 Closed
FWM
398
Frontier Wealth Management
Missouri
-$259K -5,116 Closed
MP
399
McDonald Partners
Ohio
-$249K -4,927 Closed
HWM
400
Howard Wealth Management
Connecticut
-$247K -4,900 Closed