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

381 hedge funds and large institutions have $4.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 174 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

1% more funds holding

Funds holding: 379381 (+2)

0.89% less ownership

Funds ownership: 72.75%71.86% (-0.89%)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

10% less capital invested

Capital invested by funds: $4.53B → $4.09B (-$441M)

25% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 174

Holders
381
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.01%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.5%
New
45
Increased
130
Reduced
174
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
201
Bank of New York Mellon
New York
$1M +$587K +11,859 +138%
WSTAM
202
Wilbanks Smith & Thomas Asset Management
Virginia
$999K +$62K +1,253 +6%
FPB
203
First PREMIER Bank
South Dakota
$993K +$44.7K +903 +5%
GM
204
GeoWealth Management
Illinois
$931K +$15.5K +312 +2%
KIA
205
Kraematon Investment Advisors
Massachusetts
$922K -$61.5K -1,241 -6%
MC
206
Moors & Cabot
Massachusetts
$913K +$202K +4,073 +28%
GIA
207
Gladstone Institutional Advisory
Florida
$912K +$345K +6,973 +60%
AWM
208
Axxcess Wealth Management
California
$898K -$6.24K -126 -0.7%
HH
209
Hilltop Holdings
Texas
$887K -$1.07M -21,544 -54%
RJT
210
Raymond James Trust
Florida
$884K +$219K +4,427 +32%
SEA
211
Stegent Equity Advisors
Texas
$866K +$876K +17,697 New
BA
212
Ballew Advisors
Mississippi
$840K +$8.77K +177 +1%
MCC
213
Money Concepts Capital
Florida
$810K +$503K +10,157 +159%
CAM
214
Concorde Asset Management
Michigan
$805K +$105K +2,116 +15%
LFG
215
Larson Financial Group
Missouri
$774K -$71.3K -1,440 -8%
JIP
216
Jaffetilchin Investment Partners
Florida
$770K -$451K -9,106 -37%
WDC
217
Woodward Diversified Capital
California
$764K -$147K -2,962 -16%
CGH
218
Crossmark Global Holdings
Texas
$758K
JWCA
219
J.W. Cole Advisors
Florida
$753K +$86.6K +1,748 +13%
FCAG
220
First Capital Advisors Group
New Jersey
$749K +$757K +15,296 New
1W
221
1776 Wealth
Georgia
$738K
Ameriprise
222
Ameriprise
Minnesota
$732K +$741K +14,963 New
WA
223
Winfield Associates
Ohio
$722K
PFA
224
Pinnacle Family Advisors
Missouri
$720K +$3.32K +67 +0.5%
SFG
225
Sovereign Financial Group
Connecticut
$706K +$368K +7,441 +106%