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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
HWMA
376
Heritage Wealth Management (Arizona)
Arizona
$3K +$3.52K +71 New
FGAM
377
Financial Gravity Asset Management
Texas
$2.54K -$248 -5 -2%
S
378
SignatureFD
Georgia
$2K -$18K -364 -91%
TRCT
379
Tower Research Capital (TRC)
New York
$2K -$17.3K -349 -88%
GA
380
GoalVest Advisory
New York
$2K +$1.63K +33 New
GWM
381
Geneos Wealth Management
Colorado
-$8.75M -175,099 Closed
Citadel Advisors
382
Citadel Advisors
Florida
-$8.71M -174,220 Closed
CW
383
CreativeOne Wealth
Kansas
-$3.27M -65,416 Closed
IWP
384
Icon Wealth Partners
Texas
-$1.6M -32,020 Closed
TSS
385
Two Sigma Securities
New York
-$1.52M -30,431 Closed
BF
386
BOK Financial
Oklahoma
-$1.16M -23,169 Closed
SFS
387
Sowell Financial Services
Arkansas
-$1.13M -22,617 Closed
AP
388
Agilis Partners
Massachusetts
-$830K -16,596 Closed
Mariner
389
Mariner
Kansas
-$788K -15,768 Closed
IFG
390
Investors Financial Group
Minnesota
-$674K -13,491 Closed
TFA
391
Teamwork Financial Advisors
Texas
-$556K -11,123 Closed
PGWM
392
Pitti Group Wealth Management
New York
-$528K -10,566 Closed
FMTC
393
Farmers & Merchants Trust Company
California
-$418K -8,357 Closed
GSWM
394
Golden State Wealth Management
California
-$348K -6,963 Closed
JCM
395
Jacobi Capital Management
Pennsylvania
-$283K -5,654 Closed
FWP
396
Firethorn Wealth Partners
Georgia
-$272K -5,442 Closed
RCAG
397
Rehmann Capital Advisory Group
Michigan
-$249K -4,984 Closed
PP
398
Patron Partners
Texas
-$219K -4,387 Closed
SFP
399
Strategic Financial Partners
Oregon
-$210K -4,206 Closed
CA
400
Calton & Associates
Florida
-$205K -4,105 Closed