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

364 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 133

5% more capital invested

Capital invested by funds: $5.2B → $5.47B (+$271M)

5.14% more ownership

Funds ownership: 74.97%80.12% (+5.1%)

3% more funds holding

Funds holding: 353364 (+11)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

Holders
364
Holders Change
+11
Holders Change %
+3.12%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
133
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
26
Clifford Swan Investment Counsel
California
$32.4M +$1.72M +33,597 +6%
Jane Street
27
Jane Street
New York
$32.4M -$136M -2,661,479 -81%
PAG
28
Private Advisor Group
New Jersey
$31.7M +$5.72M +112,087 +22%
IWA
29
Inspirion Wealth Advisors
Illinois
$28.7M -$110K -2,151 -0.4%
AFA
30
American Financial Advisors
Georgia
$24.8M +$1.28M +25,124 +5%
LBD
31
Landsberg Bennett & Dubbaneh
Florida
$24.7M +$1.17M +22,834 +5%
HSA
32
HBK Sorce Advisory
Pennsylvania
$24.6M -$23.6M -462,667 -49%
SPIA
33
Steward Partners Investment Advisory
New York
$24.2M +$979K +19,161 +4%
VCM
34
Vivaldi Capital Management
Illinois
$21.9M -$2.05M -40,183 -9%
KAS
35
Kestra Advisory Services
Texas
$19.6M +$1.81M +35,432 +10%
HI
36
Harbour Investments
Wisconsin
$19.4M -$9.23M -180,818 -32%
CAN
37
Cetera Advisor Networks
California
$18M +$11.3M +220,605 +166%
SWM
38
Spire Wealth Management
Virginia
$18M -$911K -17,840 -5%
AIM
39
Astor Investment Management
Illinois
$17.8M +$808K +15,818 +5%
JP Morgan Chase
40
JP Morgan Chase
New York
$17.6M +$8.09M +158,363 +85%
CCG
41
Cypress Capital Group
Florida
$17.6M +$3.01M +58,866 +21%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$17.3M +$588K +11,522 +4%
OMC
43
Old Mission Capital
Illinois
$17M +$16.4M +320,657 +2,482%
DWM
44
Darwin Wealth Management
Florida
$16.2M +$1.71M +33,427 +12%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$16.1M +$1.59M +31,084 +11%
TPW
46
TL Private Wealth
Texas
$15.9M +$528K +10,341 +3%
CAG
47
Csenge Advisory Group
Florida
$15.9M +$271K +5,310 +2%
CPA
48
Clear Perspective Advisors
Illinois
$15.1M +$2.11M +41,247 +16%
TCM
49
TD Capital Management
Tennessee
$15M +$1.83M +35,858 +14%
SCA
50
Snowden Capital Advisors
New York
$14.8M -$635K -12,438 -4%