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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
Morgan Stanley
1
Morgan Stanley
New York
$805M -$37.2M -751,739 -4%
Wells Fargo
2
Wells Fargo
California
$270M -$36.9M -744,266 -12%
LPL Financial
3
LPL Financial
California
$249M -$13.1M -263,800 -5%
UBS Group
4
UBS Group
Switzerland
$166M -$105M -2,129,130 -39%
Bank of America
5
Bank of America
North Carolina
$157M -$32.5M -655,673 -17%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$136M +$14.8M +298,068 +12%
First Trust Advisors
7
First Trust Advisors
Illinois
$134M +$29.5M +594,694 +28%
RJA
8
Raymond James & Associates
Florida
$110M -$12.2M -246,227 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$97.7M -$3.98M -80,450 -4%
GHA
10
GW Henssler & Associates
Georgia
$86.1M +$13.2M +266,975 +18%
UCFA
11
United Capital Financial Advisors
Texas
$79M -$3.59M -72,488 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$71.3M +$1.56M +31,411 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$64.3M -$4.79M -96,660 -6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$62.1M +$7.51M +151,658 +14%
Stifel Financial
15
Stifel Financial
Missouri
$57.2M +$9.48M +191,503 +20%
SWM
16
Stockman Wealth Management
Montana
$57M -$1.76M -35,465 -3%
RBA
17
Richard Bernstein Advisors
New York
$46.3M +$481K +9,717 +1%
William Blair & Company
18
William Blair & Company
Illinois
$43.2M -$13.3M -268,477 -23%
Truist Financial
19
Truist Financial
North Carolina
$39.1M -$4.43M -89,359 -10%
HighTower Advisors
20
HighTower Advisors
Illinois
$38.7M +$24.5M +494,120 +167%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$36.2M -$41.5K -839 -0.1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$34.1M +$705K +14,231 +2%
RGF
23
Retirement Guys Formula
Ohio
$33.5M +$16.3M +329,663 +93%
AWM
24
AE Wealth Management
Kansas
$32M -$5.23M -105,707 -14%
CSIC
25
Clifford Swan Investment Counsel
California
$28M -$2.67M -53,962 -9%