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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

379 hedge funds and large institutions have $4.53B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 100 increasing their positions, 185 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 29

9% more funds holding

Funds holding: 349379 (+30)

2.3% more ownership

Funds ownership: 70.45%72.75% (+2.3%)

5% less capital invested

Capital invested by funds: $4.76B → $4.53B (-$230M)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

46% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 185

Holders
379
Holders Change
+30
Holders Change %
+8.6%
% of All Funds
5.83%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.51%
New
69
Increased
100
Reduced
185
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
76
Karp Capital Management
California
$8.62M -$1.53M -30,471 -15%
FHA
77
First Horizon Advisors
Tennessee
$8.33M -$499K -9,928 -6%
P3I
78
Progeny 3 Inc
Washington
$7.78M
GLA
79
Good Life Advisors
Pennsylvania
$7.54M +$1.01M +20,045 +15%
APWM
80
Atlas Private Wealth Management
New York
$7.44M +$184K +3,661 +3%
GBT
81
Grove Bank & Trust
Florida
$7.43M -$505K -10,047 -6%
DADC
82
D.A. Davidson & Co
Montana
$7.13M +$806K +16,038 +13%
SIM
83
SSI Investment Management
California
$7.12M +$172K +3,413 +2%
WS
84
Wedbush Securities
California
$7.01M +$4.24M +84,311 +151%
CCFM
85
Clear Creek Financial Management
Washington
$6.9M +$1.59M +31,687 +30%
BAM
86
Bellevue Asset Management
Washington
$6.83M +$6.86M +136,467 +98,889%
AAS
87
Avantax Advisory Services
Texas
$6.76M -$412K -8,205 -6%
HCA
88
Heck Capital Advisors
Wisconsin
$6.73M +$6.77M +134,660 New
APWA
89
Atlas Private Wealth Advisors
New Jersey
$6.52M +$1.45M +28,782 +28%
SPIA
90
Steward Partners Investment Advisory
New York
$5.95M -$19.5M -388,751 -77%
FAIM
91
Financial Advocates Investment Management
Washington
$5.95M -$344K -6,843 -5%
ASN
92
Advisory Services Network
Georgia
$5.83M -$997K -19,823 -15%
MW
93
Marks Wealth
Maryland
$5.82M -$9.12M -181,412 -61%
Citigroup
94
Citigroup
New York
$5.77M -$679K -13,515 -10%
RWB
95
RMR Wealth Builders
New Jersey
$5.74M +$5.77M +114,875 New
LA
96
LexAurum Advisors
Kansas
$5.62M +$864K +17,183 +18%
AWA
97
ARQ Wealth Advisors
Arizona
$5.61M -$835K -16,601 -13%
Renaissance Technologies
98
Renaissance Technologies
New York
$5.6M -$1.03M -20,391 -15%
SF
99
Synovus Financial
Georgia
$5.57M -$833K -16,571 -13%
BRWM
100
B. Riley Wealth Management
Tennessee
$5.43M -$3.55M -70,585 -39%