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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
SWP
101
Stratos Wealth Partners
Ohio
$4.83M +$550K +11,109 +13%
BRWM
102
B. Riley Wealth Management
Tennessee
$4.72M -$597K -12,049 -11%
ACA
103
Ascension Capital Advisors
Texas
$4.61M -$504K -10,177 -10%
IAA
104
Independent Advisor Alliance
North Carolina
$4.58M +$793K +16,020 +21%
AW
105
ACG Wealth
Georgia
$4.57M -$140K -2,828 -3%
DC
106
Davenport & Co
Virginia
$4.56M +$496K +10,006 +12%
LCWP
107
Legacy Capital Wealth Partners
Arkansas
$4.44M +$290K +5,859 +7%
SPIA
108
Steward Partners Investment Advisory
New York
$4.19M -$1.66M -33,544 -28%
APA
109
American Portfolios Advisors
New York
$4.16M +$283K +5,716 +7%
KWM
110
Kingsview Wealth Management
Oregon
$4.1M -$401K -8,098 -9%
RW
111
Rede Wealth
Virginia
$4.05M -$83.1K -1,679 -2%
US Bancorp
112
US Bancorp
Minnesota
$4.02M +$38.6K +779 +1%
TA
113
TrueWealth Advisors
Alabama
$4.01M
CWM
114
Cranbrook Wealth Management
Michigan
$4M +$2.77K +56 +0.1%
DWP
115
Destiny Wealth Partners
Florida
$3.94M -$40.4K -815 -1%
WE
116
Wealth Effects
Massachusetts
$3.92M -$61.7K -1,245 -2%
OC
117
Oppenheimer & Co
New York
$3.86M +$1.42M +28,648 +57%
LNC
118
Lincoln National Corp
Pennsylvania
$3.82M -$1.29M -26,091 -25%
TCM
119
Triumph Capital Management
Colorado
$3.77M +$1.54M +31,113 +68%
LWAC
120
Laurel Wealth Advisors (California)
California
$3.74M -$397K -8,016 -9%
TB
121
Treynor Bancshares
Iowa
$3.73M -$107K -2,153 -3%
CA
122
Cetera Advisors
Colorado
$3.73M +$792K +15,991 +27%
CPIA
123
Cornell Pochily Investment Advisors
New York
$3.72M -$812K -16,393 -18%
VBFG
124
Vishria Bird Financial Group
Tennessee
$3.51M -$13.3M -269,101 -79%
CPIG
125
Chicago Partners Investment Group
Illinois
$3.46M +$48.2K +974 +1%