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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
DC
101
Davenport & Co
Virginia
$5.37M +$4.24M +83,530 +369%
GM
102
GeoWealth Management
Illinois
$5.21M +$2.03M +40,031 +63%
APWA
103
Atlas Private Wealth Advisors
New Jersey
$5.14M +$65.2K +1,285 +1%
AW
104
ACG Wealth
Georgia
$5.1M -$160K -3,161 -3%
TLFA
105
True Link Financial Advisors
California
$5.08M +$533K +10,500 +12%
MA
106
Mutual Advisors
Nebraska
$5.07M -$543K -10,694 -10%
JAWM
107
J. Arnold Wealth Management
Ohio
$4.84M +$79.2K +1,561 +2%
LA
108
LexAurum Advisors
Kansas
$4.82M +$63.4K +1,249 +1%
KWM
109
Kingsview Wealth Management
Oregon
$4.8M +$2.65M +52,285 +123%
CW
110
CreativeOne Wealth
Kansas
$4.59M +$4.34M +85,425 +1,616%
EIA
111
Eldridge Investment Advisors
New Hampshire
$4.55M -$911K -17,954 -17%
RW
112
Rede Wealth
Virginia
$4.5M -$332K -6,547 -7%
DWP
113
Destiny Wealth Partners
Florida
$4.26M -$726K -14,302 -15%
CWM
114
Cranbrook Wealth Management
Michigan
$4.24M -$9.79K -193 -0.2%
CFGS
115
Concourse Financial Group Securities
Alabama
$4.22M +$70.2K +1,383 +2%
CPIA
116
Cornell Pochily Investment Advisors
New York
$4.16M +$448K +8,824 +12%
US Bancorp
117
US Bancorp
Minnesota
$4.15M -$73.7K -1,453 -2%
Ameriprise
118
Ameriprise
Minnesota
$4.12M +$3.79M +74,721 +1,099%
LCWP
119
Legacy Capital Wealth Partners
Arkansas
$4.12M +$109K +2,139 +3%
WWMSC
120
Wagner Wealth Management (South Carolina)
South Carolina
$4.06M -$360K -7,089 -8%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$4.04M -$409M -8,060,351 -99%
WWM
122
WT Wealth Management
Arizona
$4.04M -$25.2K -496 -0.6%
APA
123
American Portfolios Advisors
New York
$4.03M +$928K +18,295 +30%
PFS
124
Prospera Financial Services
Texas
$3.93M -$261K -5,140 -6%
MAG
125
MRA Advisory Group
New Jersey
$3.88M -$1.03M -20,269 -21%