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

349 hedge funds and large institutions have $4.76B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

6% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 139

4% less funds holding

Funds holding: 364349 (-15)

9.67% less ownership

Funds ownership: 80.12%70.45% (-9.7%)

13% less capital invested

Capital invested by funds: $5.47B → $4.76B (-$710M)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

Holders
349
Holders Change
-15
Holders Change %
-4.12%
% of All Funds
6.11%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.6%
New
29
Increased
148
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Mattern Wealth Management
Kansas
$1.44M +$15.2K +300 +1%
IFG
177
Independent Financial Group
California
$1.43M -$132K -2,599 -8%
GWSG
178
GPS Wealth Strategies Group
Colorado
$1.41M -$1.73K -34 -0.1%
OWA
179
Outlook Wealth Advisors
Texas
$1.36M -$29.7K -586 -2%
AWA
180
Arete Wealth Advisors
Illinois
$1.36M +$52.5K +1,035 +4%
KPWS
181
Kestra Private Wealth Services
Texas
$1.33M +$439K +8,653 +49%
AIC
182
Archer Investment Corporation
Indiana
$1.32M +$1.32M +26,004 New
SW
183
StrongBox Wealth
Missouri
$1.31M +$56.1K +1,106 +4%
FHC
184
First Heartland Consultants
Missouri
$1.29M -$1.16M -22,919 -47%
SIG
185
Sargent Investment Group
Maryland
$1.26M +$76.1K +1,500 +6%
HH
186
Hilltop Holdings
Texas
$1.25M -$60.6K -1,194 -5%
RA
187
RFG Advisory
Alabama
$1.25M +$186K +3,670 +17%
CCM
188
Chiron Capital Management
Florida
$1.24M +$27.5K +541 +2%
AFP
189
Ausdal Financial Partners
Iowa
$1.2M -$83.5K -1,645 -6%
P
190
&Partners
Tennessee
$1.19M -$13.4K -265 -1%
IWM
191
IHT Wealth Management
Illinois
$1.18M -$7.82K -154 -0.7%
SFS
192
Sowell Financial Services
Arkansas
$1.15M +$1.15M +22,720 New
FHA
193
Flagship Harbor Advisors
Massachusetts
$1.11M
TC
194
TownSquare Capital
Utah
$1.1M +$84.5K +1,665 +8%
SIA
195
SkyView Investment Advisors
New Jersey
$1.07M -$224K -4,413 -17%
PP
196
Palladium Partners
Virginia
$1.04M -$406K -8,000 -28%
KA
197
Kovack Advisors
Florida
$1.04M -$261K -5,142 -20%
SI
198
Shaker Investments
Ohio
$1.02M -$131K -2,579 -11%
WDC
199
Woodward Diversified Capital
California
$970K +$28.9K +570 +3%
RJT
200
Raymond James Trust
Florida
$950K +$131K +2,584 +16%