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

353 hedge funds and large institutions have $5.2B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 135

8% more capital invested

Capital invested by funds: $4.82B → $5.2B (+$380M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0.65% more ownership

Funds ownership: 74.32%74.97% (+0.65%)

1% less funds holding

Funds holding: 357353 (-4)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
353
Holders Change
-4
Holders Change %
-1.12%
% of All Funds
6.2%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.65%
New
33
Increased
158
Reduced
135
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$920M +$67.2M +1,307,565 +8%
Bank of America
2
Bank of America
North Carolina
$629M +$18.6M +362,079 +3%
Wells Fargo
3
Wells Fargo
California
$327M -$39.6M -770,636 -11%
RBA
4
Richard Bernstein Advisors
New York
$280M +$23.5M +456,656 +9%
UBS Group
5
UBS Group
Switzerland
$254M +$64.3M +1,251,354 +34%
LPL Financial
6
LPL Financial
California
$246M +$17.1M +333,451 +7%
Jane Street
7
Jane Street
New York
$168M +$89.1M +1,733,596 +111%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$128M +$4.83M +94,088 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$125M +$19.3M +374,756 +18%
RJA
10
Raymond James & Associates
Florida
$105M +$15M +291,956 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$104M +$30.1M +585,568 +41%
Truist Financial
12
Truist Financial
North Carolina
$89M +$55.2M +1,073,669 +160%
UCFA
13
United Capital Financial Advisors
Texas
$78M +$3.63M +70,583 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$77.1M +$17.7M +345,162 +30%
First Trust Advisors
15
First Trust Advisors
Illinois
$70.9M +$7.36M +143,228 +12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$49M +$31.3M +609,537 +174%
HSA
17
HBK Sorce Advisory
Pennsylvania
$48.3M -$66.1M -1,287,541 -58%
Stifel Financial
18
Stifel Financial
Missouri
$44.1M +$6.94M +135,074 +19%
GHA
19
GW Henssler & Associates
Georgia
$42.7M +$11.9M +231,415 +38%
William Blair & Company
20
William Blair & Company
Illinois
$42.4M -$5.11M -99,432 -11%
AWM
21
AE Wealth Management
Kansas
$40.9M -$4.73M -92,046 -10%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$40.1M +$1.88M +36,619 +5%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$37.2M +$4.85M +94,401 +15%
CSIC
24
Clifford Swan Investment Counsel
California
$30.8M +$1.86M +36,221 +6%
IWA
25
Inspirion Wealth Advisors
Illinois
$28.9M -$4.67M -90,995 -14%