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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
SPC
76
Sigma Planning Corp
Michigan
$8.13M -$9.45M -190,844 -53%
DADC
77
D.A. Davidson & Co
Montana
$8.04M +$1.07M +21,634 +15%
P3I
78
Progeny 3 Inc
Washington
$7.62M
GLA
79
Good Life Advisors
Pennsylvania
$7.62M +$237K +4,789 +3%
WCA
80
Westover Capital Advisors
Delaware
$7.52M +$7.61M +153,630 New
APWM
81
Atlas Private Wealth Management
New York
$7.33M +$41.7K +843 +0.6%
BAM
82
Bellevue Asset Management
Washington
$6.92M +$241K +4,860 +4%
HW
83
Hedeker Wealth
Illinois
$6.92M +$7M +141,288 New
GBT
84
Grove Bank & Trust
Florida
$6.8M -$474K -9,579 -6%
HCA
85
Heck Capital Advisors
Wisconsin
$6.64M +$45.1K +910 +0.7%
MW
86
Marks Wealth
Maryland
$6.54M +$858K +17,327 +15%
AAS
87
Avantax Advisory Services
Texas
$6.46M -$160K -3,227 -2%
Citigroup
88
Citigroup
New York
$6.29M +$651K +13,137 +11%
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$6.26M +$3.59M +72,468 +131%
KFGK
90
Keystone Financial Group (Kentucky)
Kentucky
$6.16M +$6.23M +125,830 New
RWB
91
RMR Wealth Builders
New Jersey
$6.14M +$525K +10,607 +9%
MF
92
Manchester Financial
California
$6.12M -$5.22M -105,363 -46%
AWA
93
ARQ Wealth Advisors
Arizona
$5.87M +$378K +7,642 +7%
WWP
94
WR Wealth Planners
Missouri
$5.66M +$5.72M +115,540 New
FAIM
95
Financial Advocates Investment Management
Washington
$5.41M -$416K -8,407 -7%
ASN
96
Advisory Services Network
Georgia
$5.14M -$571K -11,525 -10%
SIM
97
SSI Investment Management
California
$5.13M -$1.87M -37,677 -26%
LA
98
LexAurum Advisors
Kansas
$5.03M -$480K -9,694 -9%
CCA
99
Cottonwood Capital Advisors
Utah
$4.99M +$189K +3,811 +4%
PFS
100
Prospera Financial Services
Texas
$4.95M -$239K -4,818 -5%