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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
SPC
76
Sigma Planning Corp
Michigan
$8.72M +$1.91M +37,357 +28%
KCM
77
Karp Capital Management
California
$8.41M +$1.05M +20,619 +14%
GBT
78
Grove Bank & Trust
Florida
$8.01M -$228K -4,463 -3%
P3I
79
Progeny 3 Inc
Washington
$7.92M +$2.99M +58,615 +60%
AI
80
Atria Investments
North Carolina
$7.82M -$2.85M -55,729 -27%
AIC
81
Ameritas Investment Company
Nebraska
$7.52M +$3.65M +71,391 +144%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$7.24M +$3.53M +69,142 +95%
WI
83
Wintrust Investments
Illinois
$7.14M -$3.07M -60,034 -30%
BAM
84
Bellevue Asset Management
Washington
$7.1M +$587K +11,497 +9%
AAS
85
Avantax Advisory Services
Texas
$7.1M -$283K -5,537 -4%
SI
86
Stephens Inc
Arkansas
$6.99M +$2.2M +43,056 +46%
PBF
87
Petix & Botte Financial
California
$6.96M +$633K +12,389 +10%
CWA
88
Centennial Wealth Advisory
Michigan
$6.84M +$1.55M +30,380 +29%
ASN
89
Advisory Services Network
Georgia
$6.68M +$573K +11,226 +9%
APWM
90
Atlas Private Wealth Management
New York
$6.67M +$656K +12,845 +11%
LNC
91
Lincoln National Corp
Pennsylvania
$6.62M -$475K -9,301 -7%
SWP
92
Stratos Wealth Partners
Ohio
$6.48M -$359K -7,035 -5%
DADC
93
D.A. Davidson & Co
Montana
$6.3M +$1.2M +23,579 +24%
VBFG
94
Vishria Bird Financial Group
Tennessee
$6.21M +$4.4M +86,144 +240%
SF
95
Synovus Financial
Georgia
$6.03M +$6.04M +118,314 New
BRWM
96
B. Riley Wealth Management
Tennessee
$5.94M -$1.57M -30,678 -21%
CCFM
97
Clear Creek Financial Management
Washington
$5.94M +$4.04M +79,089 +211%
GLA
98
Good Life Advisors
Pennsylvania
$5.82M +$527K +10,327 +10%
MA
99
Mutual Advisors
Nebraska
$5.64M -$1.4M -27,428 -20%
CSM
100
CAMG Solamere Management
North Carolina
$5.59M +$258K +5,050 +5%