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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
WWM
126
WT Wealth Management
Arizona
$3.58M +$1.54M +29,989 +75%
CPIG
127
Chicago Partners Investment Group
Illinois
$3.55M +$225K +4,373 +7%
CPIA
128
Cornell Pochily Investment Advisors
New York
$3.41M +$246K +4,790 +8%
CA
129
Cambridge Advisors
Nebraska
$3.41M +$793K +15,437 +30%
GM
130
GeoWealth Management
Illinois
$3.01M +$105K +2,052 +4%
WWM
131
Western Wealth Management
Colorado
$2.94M -$1.26M -24,567 -30%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$2.91M +$149K +2,903 +5%
APA
133
American Portfolios Advisors
New York
$2.72M -$518K -10,084 -16%
6F
134
626 Financial
Michigan
$2.71M +$2.85M +55,437 New
BAMG
135
Brand Asset Management Group
Missouri
$2.69M +$2.71M +52,682 New
IDA
136
Intelligence Driven Advisers
California
$2.66M -$636K -12,375 -19%
FA
137
FMA Advisory
Pennsylvania
$2.59M +$286K +5,568 +12%
AIC
138
Ameritas Investment Company
Nebraska
$2.54M -$3.14M -61,166 -55%
WS
139
Wedbush Securities
California
$2.51M -$1.33M -25,803 -34%
FHB
140
First Hawaiian Bank
Hawaii
$2.46M +$71.4K +1,390 +3%
TWM
141
TriaGen Wealth Management
California
$2.45M -$81.3K -1,583 -3%
OC
142
Oppenheimer & Co
New York
$2.39M +$532K +10,359 +28%
KWM
143
Kingsview Wealth Management
Oregon
$2.39M +$244K +4,759 +11%
IWP
144
Icon Wealth Partners
Texas
$2.35M +$2.36M +45,962 New
FPWM
145
FSB Premier Wealth Management
Iowa
$2.33M +$19.7K +384 +0.8%
22CM
146
20/20 Capital Management
California
$2.31M -$258K -5,031 -10%
TCWM
147
Total Clarity Wealth Management
Illinois
$2.31M -$34.7K -676 -1%
MI
148
Moneywise Inc
Virginia
$2.13M -$43.5K -847 -2%
WP
149
WealthSource Partners
California
$2.12M +$687K +13,365 +47%
SWAG
150
Spectrum Wealth Advisory Group
California
$2.1M -$35K -682 -2%