We are live on ! Find out more
LMBS icon

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
SIG
201
Sargent Investment Group
Maryland
$1.05M -$201K -4,000 -16%
C
202
CEDRUS
Colorado
$1.03M +$1.04M +20,655 New
CWA
203
Clarus Wealth Advisors
Arizona
$1.02M +$358K +7,119 +53%
KIA
204
Kraematon Investment Advisors
Massachusetts
$1M +$1.01M +20,086 New
FPB
205
First PREMIER Bank
South Dakota
$968K +$80.9K +1,610 +9%
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
$964K +$969K +19,285 New
SW
207
StrongBox Wealth
Missouri
$953K -$342K -6,800 -26%
GM
208
GeoWealth Management
Illinois
$937K -$4.24M -84,364 -82%
WDC
209
Woodward Diversified Capital
California
$928K -$30.9K -615 -3%
AWM
210
Axxcess Wealth Management
California
$923K +$928K +18,467 New
PP
211
Palladium Partners
Virginia
$881K -$148K -2,950 -14%
LFG
212
Larson Financial Group
Missouri
$862K +$265K +5,270 +44%
BA
213
Ballew Advisors
Mississippi
$846K -$41.2K -820 -5%
AP
214
Agilis Partners
Massachusetts
$830K
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$800K -$12.1K -241 -1%
Mariner
216
Mariner
Kansas
$788K +$793K +15,768 New
ATPW
217
Ashton Thomas Private Wealth
Arizona
$783K +$788K +15,666 New
SIA
218
SkyView Investment Advisors
New Jersey
$778K -$273K -5,426 -26%
JAWM
219
J. Arnold Wealth Management
Ohio
$776K -$4.03M -80,168 -84%
PPP
220
Private Portfolio Partners
New Jersey
$775K +$55.8K +1,109 +8%
CGH
221
Crossmark Global Holdings
Texas
$774K
1W
222
1776 Wealth
Georgia
$753K
TW
223
Towerpoint Wealth
California
$752K +$35.6K +708 +5%
WA
224
Winfield Associates
Ohio
$737K
PFA
225
Pinnacle Family Advisors
Missouri
$732K -$107K -2,124 -13%