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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

347 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 28 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-16
Holders Change %
-4.41%
% of All Funds
6.09%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.6%
New
28
Increased
148
Reduced
138
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
126
Stephens Inc
Arkansas
$3.87M -$3.07M -60,798 -44%
TA
127
TrueWealth Advisors
Alabama
$3.7M -$414K -8,190 -10%
IA
128
IFP Advisors
Florida
$3.65M +$647K +12,808 +22%
NFG
129
Next Financial Group
Texas
$3.64M -$1.5M -29,646 -29%
CPIG
130
Chicago Partners Investment Group
Illinois
$3.53M -$78.9K -1,571 -2%
MMA
131
Miracle Mile Advisors
California
$3.44M -$188K -3,714 -5%
WAM
132
WealthTrust Asset Management
Florida
$3.43M +$2.26M +44,630 +193%
NWS
133
Newport Wealth Strategies
California
$3.42M -$209K -4,140 -6%
CWM
134
Concentrum Wealth Management
California
$3.32M -$577K -11,409 -15%
HWM
135
Holloway Wealth Management
Florida
$3.23M -$2.16M
LFAS
136
Level Four Advisory Services
Texas
$3.15M -$8.58M -169,720 -73%
AWA
137
Arkadios Wealth Advisors
Georgia
$3.09M -$948K -18,753 -23%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$3.09M +$230K +4,555 +8%
CA
139
Claro Advisors
Massachusetts
$3.06M -$1.9M -37,627 -38%
CAL
140
Capital Analysts LLC
Pennsylvania
$2.99M -$91.7K -1,812 -3%
VCM
141
Virtue Capital Management
Tennessee
$2.94M +$2.94M +58,105 New
BWM
142
BerganKDV Wealth Management
Minnesota
$2.93M -$615K -12,162 -17%
WS
143
Wedbush Securities
California
$2.83M -$76K -1,502 -3%
SG
144
StoneX Group
New York
$2.77M -$56.3K -1,114 -2%
CA
145
Cetera Advisors
Colorado
$2.7M +$719K +14,215 +36%
MI
146
Moneywise Inc
Virginia
$2.68M +$218K +4,314 +9%
HCIA
147
Hochman Cole Investment Advisors
Illinois
$2.44M +$1.13M +22,383 +87%
TCM
148
Triumph Capital Management
Colorado
$2.42M +$2.42M +47,896 New
FPWM
149
FSB Premier Wealth Management
Iowa
$2.42M +$358K +7,084 +17%
RIA
150
Regal Investment Advisors
Michigan
$2.4M -$43.6K -861 -2%