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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
AAP
26
Arax Advisory Partners
Colorado
$24.4M +$24.5M +488,327 +180,862%
JP Morgan Chase
27
JP Morgan Chase
New York
$24.1M +$7.28M +144,780 +43%
OMC
28
Old Mission Capital
Illinois
$22.2M +$22.1M +439,713 +8,471%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$21.8M +$4.35M +86,523 +25%
TGAM
30
TBH Global Asset Management
Tennessee
$20.6M +$10.5M +208,883 +103%
PAG
31
Private Advisor Group
New Jersey
$20.5M -$2.37M -47,216 -10%
SWM
32
Spire Wealth Management
Virginia
$20.4M +$694K +13,801 +4%
CPA
33
Clear Perspective Advisors
Illinois
$19.6M -$1.66M -33,081 -8%
SCA
34
Snowden Capital Advisors
New York
$18.7M +$1.09M +21,775 +6%
CAN
35
Cetera Advisor Networks
California
$18.6M +$212K +4,218 +1%
HI
36
Harbour Investments
Wisconsin
$18.5M -$2.19M -43,540 -11%
TPW
37
TL Private Wealth
Texas
$18.3M +$1.67M +33,251 +10%
SPC
38
Sigma Planning Corp
Michigan
$17.8M +$9.26M +184,155 +107%
RGF
39
Retirement Guys Formula
Ohio
$17.7M +$17.8M +354,808 New
VCM
40
Vivaldi Capital Management
Illinois
$17.4M -$3.32M -65,979 -16%
VBFG
41
Vishria Bird Financial Group
Tennessee
$17M +$1.29M +25,587 +8%
KAS
42
Kestra Advisory Services
Texas
$16.2M -$536K -10,663 -3%
MIAN
43
Mariner Independent Advisor Network
Kansas
$16M +$395K +7,864 +3%
HSA
44
HBK Sorce Advisory
Pennsylvania
$16M -$3.11M -61,921 -16%
SI
45
Stephens Inc
Arkansas
$15.9M +$12.1M +241,323 +315%
CAG
46
Csenge Advisory Group
Florida
$15.9M -$415K -8,263 -3%
CCG
47
Cypress Capital Group
Florida
$15.5M -$2.45M -48,808 -14%
HighTower Advisors
48
HighTower Advisors
Illinois
$14.8M +$2.5M +49,740 +20%
HGWM
49
Harvest Group Wealth Management
Massachusetts
$14.7M -$2.41M -48,021 -14%
TCM
50
TD Capital Management
Tennessee
$14.5M -$455K -9,053 -3%