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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
HGWM
51
Harvest Group Wealth Management
Massachusetts
$12.6M +$862K +16,782 +7%
Citigroup
52
Citigroup
New York
$12.5M -$5.79M -112,773 -32%
FAM
53
Flaharty Asset Management
Florida
$12.4M -$661K -12,869 -5%
LFAS
54
Level Four Advisory Services
Texas
$12.2M -$253K -4,915 -2%
3LCM
55
3D/L Capital Management
Connecticut
$11.9M -$680K -13,233 -5%
EFL
56
ERn Financial LLC
Wisconsin
$11.7M +$1.17M +22,704 +11%
MIFH
57
Migdal Insurance & Financial Holdings
Israel
$11.7M +$1.24M +24,161 +12%
MML Investors Services
58
MML Investors Services
Massachusetts
$11.5M +$697K +13,571 +6%
HAFS
59
Hapanowicz & Associates Financial Services
Pennsylvania
$11.4M +$371K +7,222 +3%
BFG
60
Beacon Financial Group
Texas
$11.4M
AFA
61
Arlington Financial Advisors
California
$11.2M +$431K +8,387 +4%
PA
62
Prism Advisors
California
$11.2M +$1.22M +23,693 +12%
WFS
63
Weitzel Financial Services
Iowa
$11M +$281K +5,477 +3%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$10.9M +$11M +214,434 New
AI
65
Atria Investments
North Carolina
$10.7M +$1.37M +26,595 +15%
MW
66
Marks Wealth
Maryland
$10.3M +$10.4M +201,945 New
MMA
67
Miracle Mile Advisors
California
$10.3M -$7.34M -142,863 -42%
WI
68
Wintrust Investments
Illinois
$10.2M -$1.51M -29,480 -13%
W
69
WealthOne
New York
$10.2M -$273K -5,307 -3%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$10M -$500K -9,737 -5%
ACA
71
Ascension Capital Advisors
Texas
$9.98M +$536K +10,441 +6%
JP Morgan Chase
72
JP Morgan Chase
New York
$9.56M -$497K -9,670 -5%
GWM
73
Geneos Wealth Management
Colorado
$9.22M -$29.1K -567 -0.3%
Renaissance Technologies
74
Renaissance Technologies
New York
$9.01M -$10.3M -201,237 -53%
FHA
75
First Horizon Advisors
Tennessee
$9M +$8.21M +159,817 +967%