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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
HighTower Advisors
51
HighTower Advisors
Illinois
$14.3M +$879K +17,216 +7%
FAM
52
Flaharty Asset Management
Florida
$13.9M +$1.54M +30,138 +12%
SWA
53
Stratos Wealth Advisors
Ohio
$13.8M -$59.3K -1,162 -0.4%
CCM
54
Condor Capital Management
New Jersey
$13.1M +$423K +8,286 +3%
HGWM
55
Harvest Group Wealth Management
Massachusetts
$13.1M +$482K +9,443 +4%
AFA
56
Arlington Financial Advisors
California
$12.9M +$1.73M +33,798 +15%
MML Investors Services
57
MML Investors Services
Massachusetts
$12.5M +$1.02M +19,987 +9%
EFL
58
ERn Financial LLC
Wisconsin
$12.1M +$433K +8,486 +4%
HAFS
59
Hapanowicz & Associates Financial Services
Pennsylvania
$11.9M +$511K +10,004 +4%
MIFH
60
Migdal Insurance & Financial Holdings
Israel
$11.8M +$208K +4,069 +2%
LFAS
61
Level Four Advisory Services
Texas
$11.8M -$331K -6,490 -3%
3LCM
62
3D/L Capital Management
Connecticut
$11.7M -$196K -3,838 -2%
BFG
63
Beacon Financial Group
Texas
$11.4M +$170K +3,323 +2%
PA
64
Prism Advisors
California
$11.3M +$188K +3,673 +2%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$11.3M +$1.28M +25,070 +13%
W
66
WealthOne
New York
$11M +$887K +17,375 +9%
Renaissance Technologies
67
Renaissance Technologies
New York
$11M +$1.98M +38,812 +22%
6M
68
6 Meridian
Kansas
$10.8M -$5.74M -112,453 -35%
Citigroup
69
Citigroup
New York
$10.5M -$1.99M -39,057 -16%
GWM
70
Geneos Wealth Management
Colorado
$10.4M +$1.22M +23,794 +13%
ACA
71
Ascension Capital Advisors
Texas
$10.1M +$197K +3,866 +2%
MW
72
Marks Wealth
Maryland
$10.1M -$191K -3,731 -2%
SIM
73
SSI Investment Management
California
$9.14M +$229K +4,479 +3%
FHA
74
First Horizon Advisors
Tennessee
$9.07M +$94.4K +1,848 +1%
MIAN
75
Mariner Independent Advisor Network
Kansas
$8.79M +$3.18M +62,230 +56%