LMBS icon

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

351 hedge funds and large institutions have $5.19B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 157 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-5
Holders Change %
-1.4%
% of All Funds
6.18%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.65%
New
32
Increased
157
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ECA
151
Elevated Capital Advisors
Utah
$2.01M +$1.16M +22,754 +137%
FIM
152
Freedom Investment Management
Connecticut
$1.95M -$122K -2,386 -6%
CCFM
153
Clear Creek Financial Management
Washington
$1.92M -$3.1M -60,639 -62%
PG
154
Patten Group
Tennessee
$1.9M +$117K +2,300 +7%
CIAS
155
Capital Investment Advisory Services
North Carolina
$1.87M +$85.3K +1,670 +5%
VBFG
156
Vishria Bird Financial Group
Tennessee
$1.83M -$299K -5,853 -14%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$1.83M -$170K -3,337 -9%
AF
158
Advisornet Financial
Minnesota
$1.8M +$160K +3,127 +10%
SB
159
Strategic Blueprint
Georgia
$1.79M +$571K +11,193 +47%
OIA
160
OneDigital Investment Advisors
Kansas
$1.78M -$87.4K -1,713 -5%
HWM
161
Holloway Wealth Management
Florida
$1.68M -$464K
CA
162
Cetera Advisors
Colorado
$1.68M -$1.09M -21,430 -39%
EH
163
Equitable Holdings
New York
$1.64M +$13.4K +262 +0.8%
SAM
164
SignalPoint Asset Management
Missouri
$1.54M +$850K +16,657 +124%
AFP
165
Ausdal Financial Partners
Iowa
$1.52M -$86.5K -1,695 -5%
VWM
166
Venturi Wealth Management
Texas
$1.5M +$734K +14,367 +96%
PP
167
Palladium Partners
Virginia
$1.46M +$502K +9,825 +52%
IA
168
IFG Advisory
Georgia
$1.44M -$642K -12,583 -31%
OWA
169
Outlook Wealth Advisors
Texas
$1.43M -$60.9K -1,192 -4%
GWSG
170
GPS Wealth Strategies Group
Colorado
$1.43M +$110K +2,158 +8%
Deutsche Bank
171
Deutsche Bank
Germany
$1.42M +$757K +14,826 +115%
BA
172
Ballew Advisors
Mississippi
$1.39M +$777K +15,198 +126%
SW
173
SteelPeak Wealth
California
$1.38M -$24.4K -478 -2%
HH
174
Hilltop Holdings
Texas
$1.38M -$28.3K -554 -2%
SIG
175
Sargent Investment Group
Maryland
$1.37M -$81.7K -1,600 -6%