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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
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$965K -$34.1K -667 -3%
DI
202
DFPG Investments
Utah
$950K +$227K +4,448 +31%
WDC
203
Woodward Diversified Capital
California
$948K +$440K +8,615 +86%
PFA
204
Pinnacle Family Advisors
Missouri
$913K -$411K -8,040 -31%
KPWS
205
Kestra Private Wealth Services
Texas
$898K -$208K -4,081 -19%
1W
206
1776 Wealth
Georgia
$889K +$194K +3,800 +28%
SS
207
Simplicity Solutions
Minnesota
$859K -$324K -6,344 -27%
MHS
208
M Holdings Securities
Oregon
$847K -$335K -6,553 -28%
MOS
209
MGO One Seven
Ohio
$847K +$179K +3,510 +27%
AP
210
Agilis Partners
Massachusetts
$845K -$15.7M -307,435 -95%
RJT
211
Raymond James Trust
Florida
$824K +$182K +3,555 +28%
AssetMark Inc
212
AssetMark Inc
California
$817K -$460 -9 -0.1%
IA
213
Insight Advisors
Pennsylvania
$783K +$255 +5 +0%
BRWA
214
B. Riley Wealth Advisors
Florida
$773K +$74.3K +1,454 +11%
BA
215
Ballew Advisors
Mississippi
$761K -$627K -12,281 -45%
GIA
216
Gladstone Institutional Advisory
Florida
$739K +$339K +6,644 +84%
SEP
217
Southland Equity Partners
Missouri
$726K -$14.3K -280 -2%
HIS
218
Harvest Investment Services
Illinois
$709K +$3.68K +72 +0.5%
MSFS
219
Main Street Financial Solutions
Pennsylvania
$706K -$591K -11,570 -45%
TW
220
Towerpoint Wealth
California
$689K +$31.2K +610 +5%
CRCM
221
Corbett Road Capital Management
Virginia
$688K -$125K -2,441 -15%
CWA
222
Clarus Wealth Advisors
Arizona
$683K +$30K +588 +5%
GRP
223
Global Retirement Partners
California
$679K -$233K -4,553 -25%
LWM
224
Laidlaw Wealth Management
New York
$659K -$196K -3,846 -23%
PPP
225
Private Portfolio Partners
New Jersey
$649K +$651K +12,749 New