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

364 hedge funds and large institutions have $5.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 133

5% more capital invested

Capital invested by funds: $5.2B → $5.47B (+$271M)

5.14% more ownership

Funds ownership: 74.97%80.12% (+5.1%)

3% more funds holding

Funds holding: 353364 (+11)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

Holders
364
Holders Change
+11
Holders Change %
+3.12%
% of All Funds
6.34%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
44
Increased
154
Reduced
133
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$956M +$39.3M +769,962 +4%
UBS Group
2
UBS Group
Switzerland
$449M +$196M +3,834,896 +77%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$414M +$405M +7,925,848 +3,696%
Wells Fargo
4
Wells Fargo
California
$341M +$14.8M +290,092 +5%
Bank of America
5
Bank of America
North Carolina
$282M -$346M -6,778,029 -55%
LPL Financial
6
LPL Financial
California
$251M +$5.2M +101,778 +2%
WFS
7
Weitzel Financial Services
Iowa
$223M +$567M +11,101,482 +5,176%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$135M +$10.3M +200,711 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$118M -$9.35M -183,016 -7%
RJA
10
Raymond James & Associates
Florida
$113M +$7.67M +150,202 +7%
Citadel Advisors
11
Citadel Advisors
Florida
$105M +$105M +2,061,050 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$88.9M -$14.3M -280,226 -14%
UCFA
13
United Capital Financial Advisors
Texas
$79.8M +$2.08M +40,730 +3%
First Trust Advisors
14
First Trust Advisors
Illinois
$79.2M +$8.56M +167,610 +12%
William Blair & Company
15
William Blair & Company
Illinois
$64M +$21.8M +427,250 +51%
Osaic Holdings
16
Osaic Holdings
Arizona
$61.5M -$15.4M -301,234 -20%
GHA
17
GW Henssler & Associates
Georgia
$57.6M +$15.1M +295,118 +35%
AWM
18
AE Wealth Management
Kansas
$53.3M +$12.6M +247,435 +31%
Truist Financial
19
Truist Financial
North Carolina
$52.4M -$36.5M -714,005 -41%
SWM
20
Stockman Wealth Management
Montana
$48.1M +$21.7M +424,427 +81%
RBA
21
Richard Bernstein Advisors
New York
$47.2M -$233M -4,559,940 -83%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$45.3M -$3.56M -69,783 -7%
Stifel Financial
23
Stifel Financial
Missouri
$43.8M -$130K -2,540 -0.3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$34.8M -$5.22M -102,122 -13%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$33.8M -$3.31M -64,739 -9%