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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
DADC
101
D.A. Davidson & Co
Montana
$5.12M +$276K +5,379 +6%
APWA
102
Atlas Private Wealth Advisors
New Jersey
$5.08M +$2.47K +48 +0%
RW
103
Rede Wealth
Virginia
$5.03M -$89.3K -1,738 -2%
WWMSC
104
Wagner Wealth Management (South Carolina)
South Carolina
$4.99M +$518K +10,081 +11%
LWAC
105
Laurel Wealth Advisors (California)
California
$4.97M +$1.19M +23,118 +31%
P3I
106
Progeny 3 Inc
Washington
$4.95M +$4.98M +97,000 New
AWA
107
Arkadios Wealth Advisors
Georgia
$4.82M +$2.77M +53,972 +134%
SI
108
Stephens Inc
Arkansas
$4.81M +$58.4K +1,136 +1%
TCA
109
Transcend Capital Advisors
New Jersey
$4.66M +$405K +7,881 +9%
LA
110
LexAurum Advisors
Kansas
$4.5M +$198K +3,856 +5%
TLFA
111
True Link Financial Advisors
California
$4.43M +$257K +5,000 +6%
CWM
112
Cranbrook Wealth Management
Michigan
$4.39M +$92.8K +1,807 +2%
SFS
113
Sowell Financial Services
Arkansas
$4.28M -$619K -12,044 -13%
NA
114
NewEdge Advisors
Louisiana
$4.28M +$692K +13,473 +19%
CWM
115
Concentrum Wealth Management
California
$4.24M -$331K -6,444 -7%
BWM
116
BerganKDV Wealth Management
Minnesota
$4.15M +$178K +3,472 +4%
US Bancorp
117
US Bancorp
Minnesota
$4.11M -$7.48M -145,562 -64%
PFS
118
Prospera Financial Services
Texas
$4M -$777K -15,116 -16%
IA
119
IFP Advisors
Florida
$4M -$1.11M -21,651 -22%
CGH
120
Crossmark Global Holdings
Texas
$3.93M
CFGS
121
Concourse Financial Group Securities
Alabama
$3.87M +$1.24M +24,098 +47%
NFG
122
Next Financial Group
Texas
$3.79M +$171K +3,332 +5%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$3.73M +$15.1K +294 +0.4%
LCWP
124
Legacy Capital Wealth Partners
Arkansas
$3.7M +$67.8K +1,319 +2%
NWS
125
Newport Wealth Strategies
California
$3.59M