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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
BA
201
Ballew Advisors
Mississippi
$900K +$144K +2,843 +19%
FPB
202
First PREMIER Bank
South Dakota
$900K +$368K +7,250 +69%
PWP
203
Principle Wealth Partners
Connecticut
$892K -$389K -7,669 -30%
GRP
204
Global Retirement Partners
California
$872K +$199K +3,917 +29%
PFA
205
Pinnacle Family Advisors
Missouri
$848K -$59.6K -1,174 -7%
AP
206
Agilis Partners
Massachusetts
$839K
CAM
207
Concorde Asset Management
Michigan
$838K -$157K -3,092 -16%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$822K -$137K -2,705 -14%
MOS
209
MGO One Seven
Ohio
$786K -$53.3K -1,050 -6%
CGH
210
Crossmark Global Holdings
Texas
$783K +$481K +9,480 +158%
AssetMark Inc
211
AssetMark Inc
California
$770K -$42.3K -834 -5%
BRWA
212
B. Riley Wealth Advisors
Florida
$764K -$3.91K -77 -0.5%
1W
213
1776 Wealth
Georgia
$762K -$121K -2,387 -14%
WA
214
Winfield Associates
Ohio
$746K -$318K -6,260 -30%
LWM
215
Laidlaw Wealth Management
New York
$745K +$90.1K +1,775 +14%
PPP
216
Private Portfolio Partners
New Jersey
$728K +$83.8K +1,652 +13%
BPA
217
Beacon Pointe Advisors
California
$728K +$430K +8,480 +143%
TW
218
Towerpoint Wealth
California
$725K +$40.8K +803 +6%
USCWA
219
U.S. Capital Wealth Advisors
Texas
$721K +$724K +14,257 New
SEP
220
Southland Equity Partners
Missouri
$711K -$10.3K -203 -1%
CRCM
221
Corbett Road Capital Management
Virginia
$696K +$12.7K +251 +2%
IFG
222
Investors Financial Group
Minnesota
$687K -$320K -6,300 -32%
CWA
223
Clarus Wealth Advisors
Arizona
$676K -$4.06K -80 -0.6%
MSFS
224
Main Street Financial Solutions
Pennsylvania
$670K -$31.5K -620 -4%
TFA
225
Teamwork Financial Advisors
Texas
$646K +$14K +275 +2%