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

347 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 28 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-16
Holders Change %
-4.41%
% of All Funds
6.09%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.6%
New
28
Increased
148
Reduced
138
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPB
201
First PREMIER Bank
South Dakota
$900K +$367K +7,250 +69%
PWP
202
Principle Wealth Partners
Connecticut
$892K -$388K -7,669 -30%
GRP
203
Global Retirement Partners
California
$872K +$198K +3,917 +29%
PFA
204
Pinnacle Family Advisors
Missouri
$848K -$59.4K -1,174 -7%
AP
205
Agilis Partners
Massachusetts
$839K
CAM
206
Concorde Asset Management
Michigan
$838K -$156K -3,092 -16%
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$822K -$137K -2,705 -14%
MOS
208
MGO One Seven
Ohio
$786K -$53K -1,050 -6%
CGH
209
Crossmark Global Holdings
Texas
$783K +$480K +9,480 +158%
AssetMark Inc
210
AssetMark Inc
California
$770K -$42.2K -834 -5%
BRWA
211
B. Riley Wealth Advisors
Florida
$764K -$3.9K -77 -0.5%
1W
212
1776 Wealth
Georgia
$762K -$121K -2,387 -14%
WA
213
Winfield Associates
Ohio
$746K -$317K -6,260 -30%
LWM
214
Laidlaw Wealth Management
New York
$745K +$89.8K +1,775 +14%
PPP
215
Private Portfolio Partners
New Jersey
$728K +$83.6K +1,652 +13%
BPA
216
Beacon Pointe Advisors
California
$728K +$429K +8,480 +143%
TW
217
Towerpoint Wealth
California
$725K +$40.6K +803 +6%
USCWA
218
U.S. Capital Wealth Advisors
Texas
$721K +$721K +14,257 New
SEP
219
Southland Equity Partners
Missouri
$711K -$10.3K -203 -1%
CRCM
220
Corbett Road Capital Management
Virginia
$696K +$12.7K +251 +2%
IFG
221
Investors Financial Group
Minnesota
$687K -$319K -6,300 -32%
CWA
222
Clarus Wealth Advisors
Arizona
$676K -$4.05K -80 -0.6%
MSFS
223
Main Street Financial Solutions
Pennsylvania
$670K -$31.3K -620 -4%
TFA
224
Teamwork Financial Advisors
Texas
$646K +$13.9K +275 +2%
EWM
225
EPG Wealth Management
Georgia
$621K -$12.6K -249 -2%