We are live on ! Find out more
LMBS icon

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
SIM
76
SSI Investment Management
California
$8.94M +$683K +13,288 +8%
GBT
77
Grove Bank & Trust
Florida
$8.26M -$468K -9,112 -5%
BRWM
78
B. Riley Wealth Management
Tennessee
$7.52M +$1.01M +19,726 +15%
AAS
79
Avantax Advisory Services
Texas
$7.41M +$2.14M +41,591 +40%
KCM
80
Karp Capital Management
California
$7.38M -$1.18M -22,877 -14%
LNC
81
Lincoln National Corp
Pennsylvania
$7.12M -$101K -1,963 -1%
FAIM
82
Financial Advocates Investment Management
Washington
$7.08M +$105K +2,047 +2%
MA
83
Mutual Advisors
Nebraska
$7.06M -$583K -11,355 -8%
SWP
84
Stratos Wealth Partners
Ohio
$6.86M -$3.58M -69,699 -34%
SPC
85
Sigma Planning Corp
Michigan
$6.84M +$314K +6,104 +5%
CAN
86
Cetera Advisor Networks
California
$6.79M +$1.28M +24,855 +23%
AWA
87
ARQ Wealth Advisors
Arizona
$6.69M -$1.41M -27,397 -17%
EIA
88
Eldridge Investment Advisors
New Hampshire
$6.6M +$1.88M +36,691 +40%
BAM
89
Bellevue Asset Management
Washington
$6.54M +$72.1K +1,403 +1%
PBF
90
Petix & Botte Financial
California
$6.35M +$576K +11,204 +10%
CA
91
Claro Advisors
Massachusetts
$6.3M +$729K +14,187 +13%
ASN
92
Advisory Services Network
Georgia
$6.13M +$135K +2,624 +2%
APWM
93
Atlas Private Wealth Management
New York
$6.03M +$581K +11,310 +11%
MIAN
94
Mariner Independent Advisor Network
Kansas
$5.64M -$999K -19,442 -15%
FHC
95
First Heartland Consultants
Missouri
$5.59M +$75.4K +1,468 +1%
CSM
96
CAMG Solamere Management
North Carolina
$5.35M +$524K +10,209 +11%
GLA
97
Good Life Advisors
Pennsylvania
$5.31M +$57.7K +1,124 +1%
CWA
98
Centennial Wealth Advisory
Michigan
$5.31M +$848K +16,513 +19%
JAWM
99
J. Arnold Wealth Management
Ohio
$5.26M -$4.38M -85,293 -45%
DWP
100
Destiny Wealth Partners
Florida
$5.23M -$59.4K -1,156 -1%