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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

353 hedge funds and large institutions have $5.2B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 135

8% more capital invested

Capital invested by funds: $4.82B → $5.2B (+$380M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.65% more ownership

Funds ownership: 74.32%74.97% (+0.65%)

1% less funds holding

Funds holding: 357353 (-4)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
353
Holders Change
-4
Holders Change %
-1.12%
% of All Funds
6.2%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.65%
New
33
Increased
158
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$28.6M +$28.8M +561,089 New
SWM
27
Stockman Wealth Management
Montana
$26.6M +$22.2M +432,666 +489%
PAG
28
Private Advisor Group
New Jersey
$26.1M +$6.83M +132,948 +35%
VCM
29
Vivaldi Capital Management
Illinois
$24.1M +$24.3M +472,157 New
AFA
30
American Financial Advisors
Georgia
$23.6M +$4.04M +78,642 +20%
LBD
31
Landsberg Bennett & Dubbaneh
Florida
$23.6M +$3.81M +74,182 +19%
SPIA
32
Steward Partners Investment Advisory
New York
$23.3M +$6.25M +121,624 +36%
SWM
33
Spire Wealth Management
Virginia
$18.8M +$19M +369,204 New
KAS
34
Kestra Advisory Services
Texas
$17.8M -$4.52M -88,008 -20%
AIM
35
Astor Investment Management
Illinois
$17M -$958K -18,642 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$16.8M -$5.65M -109,961 -25%
6M
37
6 Meridian
Kansas
$16.6M +$1.79M +34,841 +12%
AP
38
Agilis Partners
Massachusetts
$16.5M -$1.91M -37,259 -10%
CAG
39
Csenge Advisory Group
Florida
$15.6M +$441K +8,577 +3%
SCA
40
Snowden Capital Advisors
New York
$15.4M +$6.89M +134,121 +80%
TPW
41
TL Private Wealth
Texas
$15.4M +$2.21M +42,966 +17%
CCG
42
Cypress Capital Group
Florida
$14.6M +$2.22M +43,245 +18%
DWM
43
Darwin Wealth Management
Florida
$14.6M +$2.03M +39,569 +16%
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$14.5M -$314K -6,116 -2%
SWA
45
Stratos Wealth Advisors
Ohio
$13.9M +$2.64M +51,394 +23%
HighTower Advisors
46
HighTower Advisors
Illinois
$13.5M +$1.59M +30,875 +13%
TCM
47
TD Capital Management
Tennessee
$13.2M -$563K -10,952 -4%
QWM
48
Quaker Wealth Management
New Jersey
$13.1M +$13.2M +256,007 New
CPA
49
Clear Perspective Advisors
Illinois
$13.1M +$13.1M +255,735 New
CCM
50
Condor Capital Management
New Jersey
$12.8M +$264K +5,137 +2%