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

379 hedge funds and large institutions have $4.53B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 100 increasing their positions, 185 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 29

9% more funds holding

Funds holding: 349379 (+30)

2.3% more ownership

Funds ownership: 70.45%72.75% (+2.3%)

5% less capital invested

Capital invested by funds: $4.76B → $4.53B (-$230M)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

46% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 185

Holders
379
Holders Change
+30
Holders Change %
+8.6%
% of All Funds
5.83%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.51%
New
69
Increased
100
Reduced
185
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
176
Freedom Investment Management
Connecticut
$1.55M -$15.5K -308 -1%
TSS
177
Two Sigma Securities
New York
$1.52M +$1.53M +30,431 New
IA
178
IFG Advisory
Georgia
$1.42M -$7.79K -155 -0.5%
KA
179
Kovack Advisors
Florida
$1.41M +$384K +7,630 +37%
WWM
180
Western Wealth Management
Colorado
$1.4M +$1.41M +28,003 New
PG
181
Patten Group
Tennessee
$1.4M -$558K -11,109 -28%
CA
182
Cambridge Advisors
Nebraska
$1.37M -$113K -2,248 -8%
AWA
183
Arete Wealth Advisors
Illinois
$1.36M +$14.1K +280 +1%
GWSG
184
GPS Wealth Strategies Group
Colorado
$1.33M -$64.3K -1,280 -5%
FCA
185
FinTrust Capital Advisors
South Carolina
$1.31M -$315K -6,268 -19%
AFP
186
Ausdal Financial Partners
Iowa
$1.27M +$79.8K +1,587 +7%
RA
187
RFG Advisory
Alabama
$1.26M +$28K +557 +2%
IFG
188
Independent Financial Group
California
$1.26M -$161K -3,206 -11%
JIP
189
Jaffetilchin Investment Partners
Florida
$1.25M +$1.25M +24,922 New
CIAS
190
Capital Investment Advisory Services
North Carolina
$1.23M -$347K -6,904 -22%
CCM
191
Chiron Capital Management
Florida
$1.23M -$2.56K -51 -0.2%
BF
192
BOK Financial
Oklahoma
$1.16M +$676K +13,451 +138%
IWM
193
IHT Wealth Management
Illinois
$1.16M -$14.1K -280 -1%
P
194
&Partners
Tennessee
$1.14M -$35K -696 -3%
SFS
195
Sowell Financial Services
Arkansas
$1.13M -$5.18K -103 -0.5%
SWAG
196
Spectrum Wealth Advisory Group
California
$1.1M -$574K -11,425 -34%
AF
197
Advisornet Financial
Minnesota
$1.09M -$589K -11,714 -35%
MWM
198
Mattern Wealth Management
Kansas
$1.09M -$335K -6,659 -23%
TC
199
TownSquare Capital
Utah
$1.09M +$1.41K +28 +0.1%
CA
200
Claro Advisors
Massachusetts
$1.06M -$1.97M -39,100 -65%