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

364 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 133

5% more capital invested

Capital invested by funds: $5.2B → $5.47B (+$271M)

5.14% more ownership

Funds ownership: 74.97%80.12% (+5.1%)

3% more funds holding

Funds holding: 353364 (+11)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

Holders
364
Holders Change
+11
Holders Change %
+3.12%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
133
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
151
FSB Premier Wealth Management
Iowa
$2.07M -$257K -5,042 -11%
TWM
152
TriaGen Wealth Management
California
$2.05M -$392K -7,673 -16%
CA
153
Cetera Advisors
Colorado
$1.99M +$315K +6,162 +19%
SWAG
154
Spectrum Wealth Advisory Group
California
$1.94M -$155K -3,033 -7%
PG
155
Patten Group
Tennessee
$1.92M +$21.9K +429 +1%
PWM
156
PRW Wealth Management
Massachusetts
$1.92M +$1.92M +37,694 New
Bank of New York Mellon
157
Bank of New York Mellon
New York
$1.92M +$98.7K +1,932 +5%
CIAS
158
Capital Investment Advisory Services
North Carolina
$1.83M -$36.5K -715 -2%
AA
159
AlphaMark Advisors
Kentucky
$1.77M +$1.24M +24,270 +230%
IWP
160
Icon Wealth Partners
Texas
$1.72M -$625K -12,248 -27%
AF
161
Advisornet Financial
Minnesota
$1.69M -$104K -2,045 -6%
FCA
162
FinTrust Capital Advisors
South Carolina
$1.69M +$1.33M +26,091 +370%
EH
163
Equitable Holdings
New York
$1.59M -$39.5K -773 -2%
IFG
164
Independent Financial Group
California
$1.57M -$131K -2,571 -8%
SAM
165
SignalPoint Asset Management
Missouri
$1.56M +$26K +509 +2%
ACM
166
Anfield Capital Management
California
$1.51M +$866K +16,958 +134%
CA
167
Cambridge Advisors
Nebraska
$1.51M -$1.9M -37,130 -56%
FIM
168
Freedom Investment Management
Connecticut
$1.47M -$481K -9,427 -25%
PP
169
Palladium Partners
Virginia
$1.45M
MWM
170
Mattern Wealth Management
Kansas
$1.43M +$1.44M +28,141 New
GWSG
171
GPS Wealth Strategies Group
Colorado
$1.42M -$10.1K -198 -0.7%
OWA
172
Outlook Wealth Advisors
Texas
$1.4M -$28.2K -552 -2%
IA
173
IFG Advisory
Georgia
$1.38M -$55.9K -1,094 -4%
IWC
174
Integrated Wealth Concepts
Massachusetts
$1.36M +$105K +2,052 +8%
SW
175
SteelPeak Wealth
California
$1.34M -$32.2K -630 -2%