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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
FHA
76
First Horizon Advisors
Tennessee
$8.93M -$79.2K -1,561 -0.9%
SPC
77
Sigma Planning Corp
Michigan
$8.74M +$73.2K +1,443 +0.8%
GBT
78
Grove Bank & Trust
Florida
$8.02M +$66.1K +1,303 +0.8%
P3I
79
Progeny 3 Inc
Washington
$7.87M
JWCA
80
J.W. Cole Advisors
Florida
$7.82M +$7.47M +147,241 +1,282%
AI
81
Atria Investments
North Carolina
$7.71M -$64.6K -1,272 -0.8%
APWM
82
Atlas Private Wealth Management
New York
$7.34M +$721K +14,211 +11%
AAS
83
Avantax Advisory Services
Texas
$7.25M +$192K +3,790 +3%
SIM
84
SSI Investment Management
California
$7.03M -$2.05M -40,466 -23%
BAM
85
Bellevue Asset Management
Washington
$7M -$7.07M -139,407 -100%
CWA
86
Centennial Wealth Advisory
Michigan
$6.92M +$129K +2,545 +2%
ASN
87
Advisory Services Network
Georgia
$6.89M +$254K +5,009 +4%
Renaissance Technologies
88
Renaissance Technologies
New York
$6.7M -$4.2M -82,698 -38%
GLA
89
Good Life Advisors
Pennsylvania
$6.61M +$832K +16,389 +14%
Citigroup
90
Citigroup
New York
$6.52M -$3.91M -77,039 -37%
AWA
91
ARQ Wealth Advisors
Arizona
$6.52M +$6.54M +128,829 New
SF
92
Synovus Financial
Georgia
$6.49M +$498K +9,820 +8%
DADC
93
D.A. Davidson & Co
Montana
$6.4M +$140K +2,753 +2%
FAIM
94
Financial Advocates Investment Management
Washington
$6.37M +$2.57M +50,705 +67%
LNC
95
Lincoln National Corp
Pennsylvania
$6.33M -$250K -4,918 -4%
SWP
96
Stratos Wealth Partners
Ohio
$6.25M -$186K -3,671 -3%
NA
97
NewEdge Advisors
Louisiana
$5.6M +$1.5M +29,638 +37%
CSM
98
CAMG Solamere Management
North Carolina
$5.51M -$47.7K -940 -0.9%
EL
99
Essex LLC
Illinois
$5.47M +$5.49M +108,107 New
CCFM
100
Clear Creek Financial Management
Washington
$5.38M -$521K -10,266 -9%