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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.

Holders
347
Holders Change
-16
Holders Change %
-4.41%
% of All Funds
6.1%
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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1,000M 19,763,022 +984,472 +5%
Wells Fargo
2
Wells Fargo
California
$335M 6,615,029 -80,721 -1%
UBS Group
3
UBS Group
Switzerland
$320M 6,327,853 -2,486,478 -28%
LPL Financial
4
LPL Financial
California
$275M 5,434,589 +507,772 +10%
Bank of America
5
Bank of America
North Carolina
$271M 5,353,078 -186,771 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$129M 2,543,604 -113,359 -4%
RJA
7
Raymond James & Associates
Florida
$128M 2,535,996 +322,295 +15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$119M 2,355,036 +33,993 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$86.7M 1,713,727 -33,663 -2%
UCFA
10
United Capital Financial Advisors
Texas
$84M 1,660,616 +92,536 +6%
First Trust Advisors
11
First Trust Advisors
Illinois
$80.7M 1,595,547 +39,653 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$76.9M 1,520,635 +313,124 +26%
GHA
13
GW Henssler & Associates
Georgia
$67.3M 1,330,066 +198,447 +18%
William Blair & Company
14
William Blair & Company
Illinois
$63.7M 1,259,744 +1,698 +0.1%
SWM
15
Stockman Wealth Management
Montana
$62M 1,226,578 +280,931 +30%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$52.6M 1,039,697 +150,140 +17%
Truist Financial
17
Truist Financial
North Carolina
$50.9M 1,007,002 -22,256 -2%
Stifel Financial
18
Stifel Financial
Missouri
$49.1M 970,317 +109,225 +13%
RBA
19
Richard Bernstein Advisors
New York
$47.9M 947,321 +19,373 +2%
AWM
20
AE Wealth Management
Kansas
$45.1M 890,773 -157,252 -15%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$38.7M 764,312 +80,490 +12%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$33.7M 666,950 +3,450 +0.5%
CSIC
23
Clifford Swan Investment Counsel
California
$32.3M 639,970 +3,146 +0.5%
Jane Street
24
Jane Street
New York
$30.6M 605,131 -30,788 -5%
AFA
25
American Financial Advisors
Georgia
$26M 513,908 +25,899 +5%