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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
MA
126
Mutual Advisors
Nebraska
$3.73M -$1.28M -25,524 -25%
EIA
127
Eldridge Investment Advisors
New Hampshire
$3.69M -$806K -16,039 -18%
CMS
128
Capital Market Strategies
Florida
$3.59M +$3.61M +71,766 New
CPIG
129
Chicago Partners Investment Group
Illinois
$3.47M -$8.85K -176 -0.3%
EL
130
Essex LLC
Illinois
$3.46M -$1.95M -38,854 -36%
SG
131
StoneX Group
New York
$3.38M +$649K +12,906 +24%
CW
132
CreativeOne Wealth
Kansas
$3.27M -$1.27M -25,295 -28%
HWM
133
Holloway Wealth Management
Florida
$3.26M
CFGS
134
Concourse Financial Group Securities
Alabama
$3.23M -$942K -18,735 -22%
IA
135
IFP Advisors
Florida
$3.17M -$444K -8,835 -12%
LFAS
136
Level Four Advisory Services
Texas
$3.08M -$31.6K -629 -1%
BWM
137
BerganKDV Wealth Management
Minnesota
$3.06M +$163K +3,245 +6%
CA
138
Cetera Advisors
Colorado
$3.01M +$347K +6,902 +13%
NFG
139
Next Financial Group
Texas
$3M -$596K -11,853 -16%
WI
140
Wintrust Investments
Illinois
$3M +$3.02M +60,093 New
VCM
141
Virtue Capital Management
Tennessee
$2.93M +$21.3K +423 +0.7%
IWC
142
Integrated Wealth Concepts
Massachusetts
$2.84M +$588K +11,698 +26%
BFG
143
Beacon Financial Group
Texas
$2.81M -$8.52M -169,394 -75%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$2.8M -$252K -5,019 -8%
CAL
145
Capital Analysts LLC
Pennsylvania
$2.78M -$178K -3,548 -6%
WWMSC
146
Wagner Wealth Management (South Carolina)
South Carolina
$2.77M -$1.26M -24,974 -31%
MAG
147
MRA Advisory Group
New Jersey
$2.67M -$1.18M -23,440 -31%
CWA
148
Centennial Wealth Advisory
Michigan
$2.61M -$4.25M -84,586 -62%
AI
149
Atria Investments
North Carolina
$2.58M -$5.06M -100,734 -66%
SB
150
Strategic Blueprint
Georgia
$2.56M +$192K +3,811 +8%