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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
SIG
176
Sargent Investment Group
Maryland
$1.37M -$82.2K -1,600 -6%
MAG
177
MRA Advisory Group
New Jersey
$1.35M -$2.66M -51,688 -66%
PFA
178
Pinnacle Family Advisors
Missouri
$1.33M +$127K +2,466 +10%
WA
179
Winfield Associates
Ohio
$1.3M -$29.5K -575 -2%
SIA
180
SkyView Investment Advisors
New Jersey
$1.3M +$28.2K +548 +2%
PWP
181
Principle Wealth Partners
Connecticut
$1.3M -$374K -7,281 -22%
MSFS
182
Main Street Financial Solutions
Pennsylvania
$1.3M -$254K -4,936 -16%
KA
183
Kovack Advisors
Florida
$1.29M -$885K -17,221 -40%
PP
184
Patron Partners
Texas
$1.29M +$43.1K +838 +3%
CAM
185
Concorde Asset Management
Michigan
$1.26M -$391K -7,617 -24%
IWC
186
Integrated Wealth Concepts
Massachusetts
$1.26M +$566K +11,012 +81%
AWA
187
Arete Wealth Advisors
Illinois
$1.24M +$122K +2,377 +11%
SG
188
StoneX Group
New York
$1.23M +$35.1K +684 +3%
P
189
&Partners
Tennessee
$1.21M
SW
190
StrongBox Wealth
Missouri
$1.2M +$1.21M +23,495 New
SS
191
Simplicity Solutions
Minnesota
$1.19M -$41.9M -815,266 -97%
MHS
192
M Holdings Securities
Oregon
$1.18M -$270K -5,258 -18%
IWM
193
IHT Wealth Management
Illinois
$1.15M -$7.89M -153,608 -87%
KPWS
194
Kestra Private Wealth Services
Texas
$1.11M -$222K -4,314 -17%
RA
195
RFG Advisory
Alabama
$1.09M -$340K -6,612 -24%
CCM
196
Chiron Capital Management
Florida
$1.09M +$224K +4,360 +26%
BBA
197
Braun-Bostich & Associates
Pennsylvania
$1.04M +$82K +1,596 +8%
IFG
198
Investors Financial Group
Minnesota
$1.01M -$165K -3,220 -14%
WAP
199
Wealthcare Advisory Partners
Pennsylvania
$1M -$18.7K -364 -2%
DC
200
Davenport & Co
Virginia
$930K -$65.7K -1,278 -7%