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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
AFA
26
American Financial Advisors
Georgia
$27.8M -$3.84M -77,596 -12%
SI
27
Stephens Inc
Arkansas
$21.8M +$6.29M +126,999 +40%
PBF
28
Petix & Botte Financial
California
$20.3M +$11M +221,577 +115%
SCA
29
Snowden Capital Advisors
New York
$18.8M +$512K +10,344 +3%
KAS
30
Kestra Advisory Services
Texas
$18.4M +$2.55M +51,425 +16%
TPW
31
TL Private Wealth
Texas
$18.4M +$411K +8,306 +2%
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$18.2M +$18.2M +367,969 +7,811%
PAG
33
Private Advisor Group
New Jersey
$17.9M -$2.21M -44,694 -11%
AWS
34
Atria Wealth Solutions
New York
$17.7M +$17.9M +362,345 New
Jane Street
35
Jane Street
New York
$17.4M -$98.3M -1,985,539 -85%
FCM
36
Fourpath Capital Management
Oklahoma
$16.8M +$4.42M +89,297 +35%
CAN
37
Cetera Advisor Networks
California
$16.7M -$1.53M -30,807 -8%
SWM
38
Spire Wealth Management
Virginia
$16.5M -$3.58M -72,391 -18%
OWP
39
Obermeyer Wealth Partners
Colorado
$16.2M +$2.73M +55,106 +20%
IWA
40
Inspirion Wealth Advisors
Illinois
$15.9M +$2.55M +51,557 +19%
NA
41
NewEdge Advisors
Louisiana
$15.4M +$5.4M +109,087 +53%
CCG
42
Cypress Capital Group
Florida
$14.9M -$245K -4,950 -2%
JP Morgan Chase
43
JP Morgan Chase
New York
$14.7M -$9.03M -182,368 -38%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$14.6M -$6.75M -136,329 -31%
CAG
45
Csenge Advisory Group
Florida
$14.1M -$1.21M -24,498 -8%
HSA
46
HBK Sorce Advisory
Pennsylvania
$14M -$1.68M -33,971 -11%
TCM
47
TD Capital Management
Tennessee
$13.6M -$541K -10,925 -4%
CCM
48
Condor Capital Management
New Jersey
$13.6M +$61.3K +1,238 +0.4%
FAM
49
Flaharty Asset Management
Florida
$13.1M +$1.16M +23,405 +10%
KCM
50
Karp Capital Management
California
$12.8M +$4.42M +89,262 +52%