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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
W
51
WealthOne
New York
$12.6M -$21.5K -435 -0.2%
PA
52
Prism Advisors
California
$12.5M +$934K +18,863 +8%
VCM
53
Vivaldi Capital Management
Illinois
$12.1M -$5M -100,900 -29%
EFL
54
ERn Financial LLC
Wisconsin
$12M +$444K +8,975 +4%
SWA
55
Stratos Wealth Advisors
Ohio
$11.6M +$1.1M +22,279 +10%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$11.4M +$159K +3,219 +1%
HAFS
57
Hapanowicz & Associates Financial Services
Pennsylvania
$11.4M -$233K -4,698 -2%
3LCM
58
3D/L Capital Management
Connecticut
$11.3M +$224K +4,516 +2%
H6H
59
Hightower 6M Holding
Kansas
$11.1M +$11.2M +226,833 New
AAS
60
Ameritas Advisory Services
Nebraska
$11M -$2.52M -50,811 -18%
WFS
61
Weitzel Financial Services
Iowa
$11M -$421K -8,501 -4%
PP
62
PFS Partners
New Jersey
$10.8M +$258K +5,207 +2%
MIFH
63
Migdal Insurance & Financial Holdings
Israel
$10.7M -$653K -13,187 -6%
TGAM
64
TBH Global Asset Management
Tennessee
$10.7M -$9.66M -195,015 -47%
WS
65
Wedbush Securities
California
$10.4M +$3.58M +72,330 +52%
MML Investors Services
66
MML Investors Services
Massachusetts
$10.4M -$1.23M -24,815 -10%
IA
67
IFP Advisors
Florida
$10.2M +$6.72M +135,791 +214%
WAM
68
WealthTrust Asset Management
Florida
$10.2M +$390K +7,871 +4%
DWM
69
Darwin Wealth Management
Florida
$10M -$1.26M -25,482 -11%
APWA
70
Atlas Private Wealth Advisors
New Jersey
$9.41M +$3.05M +61,679 +47%
CCFM
71
Clear Creek Financial Management
Washington
$9.25M +$2.52M +50,904 +37%
HGWM
72
Harvest Group Wealth Management
Massachusetts
$8.57M -$5.89M -119,035 -40%
WMA
73
West Michigan Advisors
Michigan
$8.53M -$283K -5,708 -93%
MIAN
74
Mariner Independent Advisor Network
Kansas
$8.42M -$7.32M -147,865 -46%
BPA
75
Beacon Pointe Advisors
California
$8.34M +$7.8M +157,463 +1,221%