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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
MW
51
Marks Wealth
Maryland
$15.1M +$5.05M +99,525 +50%
AIC
52
Ameritas Investment Company
Nebraska
$14.2M +$8.14M +160,455 +132%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$13.8M +$2.64M +51,971 +23%
CCM
54
Condor Capital Management
New Jersey
$13.5M +$490K +9,649 +4%
EFL
55
ERn Financial LLC
Wisconsin
$13.2M +$1.13M +22,323 +9%
AFA
56
Arlington Financial Advisors
California
$12.6M -$235K -4,632 -2%
HighTower Advisors
57
HighTower Advisors
Illinois
$12.5M -$1.78M -34,996 -12%
W
58
WealthOne
New York
$11.9M +$965K +19,010 +9%
HAFS
59
Hapanowicz & Associates Financial Services
Pennsylvania
$11.9M +$95.1K +1,873 +0.8%
FAM
60
Flaharty Asset Management
Florida
$11.8M -$1.98M -38,950 -14%
MIFH
61
Migdal Insurance & Financial Holdings
Israel
$11.6M -$99.6K -1,963 -0.8%
WFS
62
Weitzel Financial Services
Iowa
$11.6M -$563M -11,086,746 -98%
3LCM
63
3D/L Capital Management
Connecticut
$11.5M -$98.6K -1,942 -0.8%
BFG
64
Beacon Financial Group
Texas
$11.4M +$87.5K +1,724 +0.8%
PA
65
Prism Advisors
California
$11.4M +$115K +2,261 +1%
MML Investors Services
66
MML Investors Services
Massachusetts
$11.3M -$1.04M -20,586 -8%
QWM
67
Quaker Wealth Management
New Jersey
$11.3M +$11.4M +223,916 New
GWM
68
Geneos Wealth Management
Colorado
$10.9M +$611K +12,041 +6%
SWA
69
Stratos Wealth Advisors
Ohio
$10.9M -$2.85M -56,200 -21%
Citadel Advisors
70
Citadel Advisors
Florida
$10.5M -$94.1M -1,853,548 -90%
TGAM
71
TBH Global Asset Management
Tennessee
$10.3M +$10.3M +203,708 New
ACA
72
Ascension Capital Advisors
Texas
$10.3M +$199K +3,915 +2%
KCM
73
Karp Capital Management
California
$10.3M +$1.92M +37,782 +23%
6M
74
6 Meridian
Kansas
$10.2M -$572K -11,271 -5%
BRWM
75
B. Riley Wealth Management
Tennessee
$9.06M +$3.17M +62,495 +54%