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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
PFS
101
Prospera Financial Services
Texas
$5.3M +$1.42M +28,312 +36%
ACA
102
Ascension Capital Advisors
Texas
$5.22M -$4.97M -98,812 -49%
LNC
103
Lincoln National Corp
Pennsylvania
$5.2M -$1.06M -21,090 -17%
TLFA
104
True Link Financial Advisors
California
$5.01M -$3.72K -74 -0.1%
CCA
105
Cottonwood Capital Advisors
Utah
$4.91M +$4.94M +98,198 New
AW
106
ACG Wealth
Georgia
$4.8M -$235K -4,671 -5%
CPIA
107
Cornell Pochily Investment Advisors
New York
$4.62M +$517K +10,291 +13%
KWM
108
Kingsview Wealth Management
Oregon
$4.59M -$156K -3,097 -3%
TWM
109
Tanager Wealth Management
United Kingdom
$4.45M +$4.47M +88,939 New
SWP
110
Stratos Wealth Partners
Ohio
$4.38M -$1.81M -35,929 -29%
LCWP
111
Legacy Capital Wealth Partners
Arkansas
$4.24M +$179K +3,557 +4%
LWAC
112
Laurel Wealth Advisors (California)
California
$4.22M +$3.87M +77,071 +1,045%
RW
113
Rede Wealth
Virginia
$4.22M -$229K -4,562 -5%
DC
114
Davenport & Co
Virginia
$4.15M -$1.16M -23,119 -22%
CWM
115
Cranbrook Wealth Management
Michigan
$4.08M -$116K -2,298 -3%
US Bancorp
116
US Bancorp
Minnesota
$4.07M -$34.4K -684 -0.8%
WE
117
Wealth Effects
Massachusetts
$4.07M +$4.09M +81,370 New
DWP
118
Destiny Wealth Partners
Florida
$4.06M -$148K -2,950 -4%
TA
119
TrueWealth Advisors
Alabama
$4.01M +$364K +7,242 +10%
KPWS
120
Kestra Private Wealth Services
Texas
$3.99M +$2.69M +53,431 +203%
APA
121
American Portfolios Advisors
New York
$3.96M -$22.4K -446 -0.6%
TB
122
Treynor Bancshares
Iowa
$3.92M +$3.94M +78,449 New
IAA
123
Independent Advisor Alliance
North Carolina
$3.88M +$3.9M +77,630 New
WWM
124
WT Wealth Management
Arizona
$3.84M -$151K -3,012 -4%
6F
125
626 Financial
Michigan
$3.76M +$3.78M +75,260 New