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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
ECA
151
Elevated Capital Advisors
Utah
$2.01M +$1.17M +22,754 +137%
FIM
152
Freedom Investment Management
Connecticut
$1.95M -$123K -2,386 -6%
CCFM
153
Clear Creek Financial Management
Washington
$1.92M -$3.12M -60,639 -62%
PG
154
Patten Group
Tennessee
$1.9M +$118K +2,300 +7%
CIAS
155
Capital Investment Advisory Services
North Carolina
$1.87M +$85.8K +1,670 +5%
VBFG
156
Vishria Bird Financial Group
Tennessee
$1.83M -$301K -5,853 -14%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$1.82M -$171K -3,337 -9%
AF
158
Advisornet Financial
Minnesota
$1.8M +$161K +3,127 +10%
SB
159
Strategic Blueprint
Georgia
$1.79M +$575K +11,193 +47%
OIA
160
OneDigital Investment Advisors
Kansas
$1.78M -$88K -1,713 -5%
IFG
161
Independent Financial Group
California
$1.71M +$220K +4,287 +15%
HWM
162
Holloway Wealth Management
Florida
$1.68M
CA
163
Cetera Advisors
Colorado
$1.68M -$1.1M -21,430 -39%
EH
164
Equitable Holdings
New York
$1.64M +$13.5K +262 +0.8%
SAM
165
SignalPoint Asset Management
Missouri
$1.53M +$856K +16,657 +124%
AFP
166
Ausdal Financial Partners
Iowa
$1.52M -$87.1K -1,695 -5%
VWM
167
Venturi Wealth Management
Texas
$1.5M +$738K +14,367 +96%
PP
168
Palladium Partners
Virginia
$1.46M +$505K +9,825 +52%
IA
169
IFG Advisory
Georgia
$1.44M -$646K -12,583 -31%
OWA
170
Outlook Wealth Advisors
Texas
$1.43M -$61.2K -1,192 -4%
GWSG
171
GPS Wealth Strategies Group
Colorado
$1.43M +$111K +2,158 +8%
Deutsche Bank
172
Deutsche Bank
Germany
$1.42M +$762K +14,826 +115%
BA
173
Ballew Advisors
Mississippi
$1.39M +$781K +15,198 +126%
SW
174
SteelPeak Wealth
California
$1.38M -$24.6K -478 -2%
HH
175
Hilltop Holdings
Texas
$1.38M -$28.5K -554 -2%