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

379 hedge funds and large institutions have $5.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 202 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $3.78B → $5.15B (+$1.36B)

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

0.65% more ownership

Funds ownership: 74.74%75.39% (+0.65%)

0% more funds holding

Funds holding: 378379 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

50% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 202

Holders
379
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.09%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
47
Increased
101
Reduced
202
Closed
39
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
226
Moors & Cabot
Massachusetts
$733K -$19.9K -420 -3%
CWA
227
Clarus Wealth Advisors
Arizona
$726K +$82.1K +1,736 +13%
1W
228
1776 Wealth
Georgia
$715K
EWM
229
Endowment Wealth Management
Wisconsin
$696K +$147K +3,108 +27%
PTC
230
Private Trust Company
Ohio
$693K +$85.9K +1,817 +14%
SFG
231
Sovereign Financial Group
Connecticut
$655K -$11.8K -250 -2%
LMKC
232
L.M. Kohn & Company
Ohio
$650K -$23.8K -503 -4%
AFP
233
Ausdal Financial Partners
Iowa
$623K -$563K -11,915 -48%
CA
234
Continuum Advisory
Idaho
$621K +$129K +2,734 +26%
TSWM
235
Tyler-Stone Wealth Management
Ohio
$605K -$228K -4,832 -27%
AWA
236
Acorn Wealth Advisors
Michigan
$599K -$85.2K -1,802 -12%
Cerity Partners
237
Cerity Partners
New York
$579K +$95.7K +2,024 +20%
CCM
238
Chiron Capital Management
Florida
$577K -$493K -10,429 -46%
SIA
239
SkyView Investment Advisors
New Jersey
$569K -$24.7K -523 -4%
CIAS
240
Capital Investment Advisory Services
North Carolina
$569K -$200K -4,226 -26%
FCAG
241
First Capital Advisors Group
New Jersey
$568K -$24.2K -512 -4%
GRP
242
Global Retirement Partners
California
$565K +$41.8K +885 +8%
TFA
243
Teamwork Financial Advisors
Texas
$552K -$4.63K -98 -0.8%
LFA
244
Laraway Financial Advisors
Minnesota
$547K -$23.7K -502 -4%
CAM
245
Concorde Asset Management
Michigan
$536K -$240K -5,084 -31%
PIA
246
Panoramic Investment Advisors
Colorado
$524K +$523K +11,057 New
PA
247
PFG Advisors
Arizona
$522K -$12.4K -262 -2%
EC
248
EdgeRock Capital
Colorado
$520K
RGF
249
Retirement Guys Formula
Ohio
$520K -$346K -7,311 -40%
FCA
250
FinTrust Capital Advisors
South Carolina
$499K -$103K -2,189 -17%