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

349 hedge funds and large institutions have $4.76B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

6% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 139

4% less funds holding

Funds holding: 364349 (-15)

9.67% less ownership

Funds ownership: 80.12%70.45% (-9.7%)

13% less capital invested

Capital invested by funds: $5.47B → $4.76B (-$710M)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

Holders
349
Holders Change
-15
Holders Change %
-4.12%
% of All Funds
6.11%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.6%
New
29
Increased
148
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$25.7M +$1.59M +31,396 +7%
LBD
27
Landsberg Bennett & Dubbaneh
Florida
$23.9M -$649K -12,794 -3%
PAG
28
Private Advisor Group
New Jersey
$23.1M -$8.39M -165,368 -27%
CPA
29
Clear Perspective Advisors
Illinois
$21.5M +$6.53M +128,748 +43%
IWA
30
Inspirion Wealth Advisors
Illinois
$21.1M -$7.44M -146,594 -26%
VCM
31
Vivaldi Capital Management
Illinois
$21M -$863K -17,005 -4%
HI
32
Harbour Investments
Wisconsin
$20.9M +$1.69M +33,268 +9%
SWM
33
Spire Wealth Management
Virginia
$20M +$2.18M +42,925 +12%
HSA
34
HBK Sorce Advisory
Pennsylvania
$19.3M -$5.19M -102,239 -21%
CAN
35
Cetera Advisor Networks
California
$18.6M +$747K +14,726 +4%
CCG
36
Cypress Capital Group
Florida
$18.1M +$692K +13,629 +4%
SCA
37
Snowden Capital Advisors
New York
$17.8M +$3.13M +61,605 +21%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$17.6M +$420K +8,267 +2%
AIM
39
Astor Investment Management
Illinois
$17.5M -$198K -3,905 -1%
HGWM
40
Harvest Group Wealth Management
Massachusetts
$17.3M +$4.35M +85,644 +33%
JP Morgan Chase
41
JP Morgan Chase
New York
$17.1M -$408K -8,046 -2%
KAS
42
Kestra Advisory Services
Texas
$17M -$2.49M -49,073 -13%
PBF
43
Petix & Botte Financial
California
$16.9M +$10M +197,093 +144%
TPW
44
TL Private Wealth
Texas
$16.9M +$1.16M +22,856 +7%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$16.7M +$745K +14,674 +5%
DWM
46
Darwin Wealth Management
Florida
$16.2M +$43.6K +859 +0.3%
CAG
47
Csenge Advisory Group
Florida
$16.2M +$419K +8,263 +3%
VBFG
48
Vishria Bird Financial Group
Tennessee
$15.9M +$9.81M +193,232 +158%
MIAN
49
Mariner Independent Advisor Network
Kansas
$15.8M +$7.08M +139,498 +81%
TCM
50
TD Capital Management
Tennessee
$15.1M +$180K +3,549 +1%