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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
GRP
201
Global Retirement Partners
California
$913K -$89.4K -1,740 -9%
OIA
202
Optimum Investment Advisors
Illinois
$904K -$23.1K -450 -2%
FHA
203
Flagship Harbor Advisors
Massachusetts
$902K -$3.54K -69 -0.4%
LWM
204
Laidlaw Wealth Management
New York
$858K +$521K +10,145 +152%
CP
205
Camelot Portfolios
Ohio
$845K +$120K +2,335 +16%
AssetMark Inc
206
AssetMark Inc
California
$820K +$9.2K +179 +1%
AW
207
ACG Wealth
Georgia
$818K +$24.1K +469 +3%
CRCM
208
Corbett Road Capital Management
Virginia
$815K -$940K -18,306 -53%
TC
209
TownSquare Capital
Utah
$813K -$633K -12,329 -44%
IA
210
Insight Advisors
Pennsylvania
$788K -$280K -5,453 -26%
AOG
211
Alpha Omega Group
Virginia
$775K +$8.37K +163 +1%
SI
212
Shaker Investments
Ohio
$767K +$772K +15,030 New
SEP
213
Southland Equity Partners
Missouri
$742K -$28.6K -556 -4%
WIA
214
Wealthstreet Investment Advisors
Texas
$735K
DI
215
DFPG Investments
Utah
$728K +$771 +15 +0.1%
TFA
216
Teamwork Financial Advisors
Texas
$726K -$140K -2,732 -16%
CBFP
217
Cedar Brook Financial Partners
Ohio
$722K -$565 -11 -0.1%
EWM
218
EPG Wealth Management
Georgia
$721K +$725K +14,116 New
NEPWA
219
New England Private Wealth Advisors
Massachusetts
$713K +$3.75K +73 +0.5%
HIS
220
Harvest Investment Services
Illinois
$708K +$13.1K +255 +2%
BRWA
221
B. Riley Wealth Advisors
Florida
$701K -$464K -9,026 -40%
1W
222
1776 Wealth
Georgia
$697K +$19.9K +387 +3%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$693K +$15.9K +309 +2%
MOS
224
MGO One Seven
Ohio
$669K +$60.7K +1,182 +10%
SFP
225
Strategic Financial Partners
Oregon
$663K -$84.2K -1,639 -11%