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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
Morgan Stanley
1
Morgan Stanley
New York
$860M -$129M -2,563,811 -13%
Wells Fargo
2
Wells Fargo
California
$313M -$17.6M -350,597 -5%
UBS Group
3
UBS Group
Switzerland
$276M -$40.1M -797,841 -13%
LPL Financial
4
LPL Financial
California
$267M -$4.42M -87,937 -2%
Bank of America
5
Bank of America
North Carolina
$193M -$74.8M -1,488,340 -28%
RJA
6
Raymond James & Associates
Florida
$125M -$2.28M -45,357 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$124M -$3.14M -62,491 -2%
Jane Street
8
Jane Street
New York
$117M +$87.2M +1,735,433 +287%
First Trust Advisors
9
First Trust Advisors
Illinois
$107M +$27.7M +550,705 +35%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$104M -$14M -279,310 -12%
UCFA
11
United Capital Financial Advisors
Texas
$84.3M +$1.33M +26,442 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$75.4M -$579K -11,514 -0.8%
GHA
13
GW Henssler & Associates
Georgia
$74.6M +$8.15M +162,141 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$71.3M -$14.5M -287,593 -17%
SWM
15
Stockman Wealth Management
Montana
$60M -$1.29M -25,758 -2%
William Blair & Company
16
William Blair & Company
Illinois
$57.5M -$5.49M -109,230 -9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$55.8M +$3.87M +76,914 +7%
Stifel Financial
18
Stifel Financial
Missouri
$48.8M +$324K +6,453 +0.7%
RBA
19
Richard Bernstein Advisors
New York
$46.8M -$589K -11,723 -1%
Truist Financial
20
Truist Financial
North Carolina
$44.4M -$6M -119,257 -12%
AWM
21
AE Wealth Management
Kansas
$37.9M -$6.62M -131,674 -15%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$37M -$1.19M -23,747 -3%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$34.1M +$776K +15,441 +2%
AFA
24
American Financial Advisors
Georgia
$32.3M +$6.66M +132,578 +26%
CSIC
25
Clifford Swan Investment Counsel
California
$31.3M -$699K -13,895 -2%