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

382 hedge funds and large institutions have $3.75B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 187 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.46%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.63%
New
33
Increased
121
Reduced
187
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
226
Simplicity Solutions
Minnesota
$689K +$33K +683 +5%
LMKC
227
L.M. Kohn & Company
Ohio
$687K
TW
228
Towerpoint Wealth
California
$682K -$1.93K -40 -0.3%
EA
229
Ellsworth Advisors
Ohio
$671K +$97 +2 +0%
BRWA
230
B. Riley Wealth Advisors
Florida
$667K +$3.1K +64 +0.5%
SI
231
Shaker Investments
Ohio
$662K +$1.79K +37 +0.3%
CWA
232
Clarus Wealth Advisors
Arizona
$655K -$424K -8,765 -39%
TSWM
233
Tyler-Stone Wealth Management
Ohio
$647K +$22.8K +471 +4%
PPP
234
Private Portfolio Partners
New Jersey
$637K -$29.7K -615 -4%
SIA
235
SkyView Investment Advisors
New Jersey
$634K -$35.2K -729 -5%
FCAG
236
First Capital Advisors Group
New Jersey
$632K -$107K -2,209 -14%
HH
237
Hilltop Holdings
Texas
$629K -$246K -5,091 -28%
P
238
&Partners
Tennessee
$615K -$59.3K -1,228 -9%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$609K -$58.1K -1,204 -9%
OPS
240
Orion Portfolio Solutions
Nebraska
$604K +$344K +7,133 +133%
MOS
241
MGO One Seven
Ohio
$598K -$57.1K -1,181 -9%
LFA
242
Laraway Financial Advisors
Minnesota
$587K -$5.8K -120 -1%
EWM
243
EPG Wealth Management
Georgia
$567K +$2.32K +48 +0.4%
PTC
244
Private Trust Company
Ohio
$551K +$551K +11,409 New
MCC
245
Money Concepts Capital
Florida
$548K -$253K -5,225 -32%
BCMLT
246
Beacon Capital Management LLC (Tennessee)
Tennessee
$540K
EC
247
EdgeRock Capital
Colorado
$530K +$530K +10,970 New
NWM
248
Northwest Wealth Management
Iowa
$527K -$1.06K -22 -0.2%
SEP
249
Southland Equity Partners
Missouri
$516K -$23.7K -491 -4%
PA
250
PFG Advisors
Arizona
$513K +$47.4K +980 +10%