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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
EIA
101
Eldridge Investment Advisors
New Hampshire
$5.49M -$1.09M -21,345 -17%
22CM
102
20/20 Capital Management
California
$5.31M +$3.01M +59,024 +130%
AW
103
ACG Wealth
Georgia
$5.29M +$4.49M +87,917 +549%
NFG
104
Next Financial Group
Texas
$5.17M +$1.39M +27,305 +37%
APWA
105
Atlas Private Wealth Advisors
New Jersey
$5.11M +$46.5K +910 +0.9%
LWAC
106
Laurel Wealth Advisors (California)
California
$5.06M +$111K +2,176 +2%
DWP
107
Destiny Wealth Partners
Florida
$5.01M -$203K -3,976 -4%
CA
108
Claro Advisors
Massachusetts
$4.99M -$1.3M -25,412 -21%
MAG
109
MRA Advisory Group
New Jersey
$4.94M +$3.61M +70,639 +267%
RW
110
Rede Wealth
Virginia
$4.86M -$156K -3,054 -3%
FTUS
111
Flow Traders U.S.
New York
$4.82M +$4.84M +94,730 New
JAWM
112
J. Arnold Wealth Management
Ohio
$4.79M -$472K -9,241 -9%
LA
113
LexAurum Advisors
Kansas
$4.79M +$300K +5,868 +7%
TLFA
114
True Link Financial Advisors
California
$4.57M +$153K +3,000 +3%
WWMSC
115
Wagner Wealth Management (South Carolina)
South Carolina
$4.46M -$520K -10,177 -10%
CWM
116
Cranbrook Wealth Management
Michigan
$4.28M -$97.5K -1,909 -2%
US Bancorp
117
US Bancorp
Minnesota
$4.25M +$157K +3,082 +4%
PFS
118
Prospera Financial Services
Texas
$4.21M +$227K +4,447 +6%
CFGS
119
Concourse Financial Group Securities
Alabama
$4.17M +$316K +6,197 +8%
TA
120
TrueWealth Advisors
Alabama
$4.14M +$4.15M +81,265 New
NA
121
NewEdge Advisors
Louisiana
$4.13M -$140K -2,733 -3%
WWM
122
WT Wealth Management
Arizona
$4.09M +$515K +10,091 +14%
AWA
123
Arkadios Wealth Advisors
Georgia
$4.07M -$740K -14,487 -15%
LCWP
124
Legacy Capital Wealth Partners
Arkansas
$4.03M +$341K +6,677 +9%
CWM
125
Concentrum Wealth Management
California
$3.92M -$305K -5,969 -7%