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

379 hedge funds and large institutions have $5.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 201 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.11%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.48%
New
48
Increased
101
Reduced
201
Closed
39
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
226
Clarus Wealth Advisors
Arizona
$726K +$82.9K +1,736 +13%
1W
227
1776 Wealth
Georgia
$715K
EWM
228
Endowment Wealth Management
Wisconsin
$696K +$147K +3,108 +27%
PTC
229
Private Trust Company
Ohio
$693K +$86.1K +1,817 +14%
SFG
230
Sovereign Financial Group
Connecticut
$655K -$11.9K -250 -2%
LMKC
231
L.M. Kohn & Company
Ohio
$650K -$23.8K -503 -4%
AFP
232
Ausdal Financial Partners
Iowa
$623K -$565K -11,915 -48%
CA
233
Continuum Advisory
Idaho
$621K +$130K +2,734 +26%
TSWM
234
Tyler-Stone Wealth Management
Ohio
$605K -$229K -4,832 -27%
AWA
235
Acorn Wealth Advisors
Michigan
$599K -$85.5K -1,802 -12%
Cerity Partners
236
Cerity Partners
New York
$579K +$95.9K +2,024 +20%
CCM
237
Chiron Capital Management
Florida
$577K -$494K -10,429 -46%
SIA
238
SkyView Investment Advisors
New Jersey
$569K -$24.8K -523 -4%
CIAS
239
Capital Investment Advisory Services
North Carolina
$569K -$200K -4,226 -26%
FCAG
240
First Capital Advisors Group
New Jersey
$568K -$24.3K -512 -4%
GRP
241
Global Retirement Partners
California
$565K +$42K +885 +8%
TFA
242
Teamwork Financial Advisors
Texas
$552K -$4.65K -98 -0.8%
LFA
243
Laraway Financial Advisors
Minnesota
$547K -$23.8K -502 -4%
CAM
244
Concorde Asset Management
Michigan
$536K -$241K -5,084 -31%
PIA
245
Panoramic Investment Advisors
Colorado
$524K +$524K +11,057 New
PA
246
PFG Advisors
Arizona
$522K -$12.4K -262 -2%
EC
247
EdgeRock Capital
Colorado
$520K
RGF
248
Retirement Guys Formula
Ohio
$520K -$347K -7,311 -40%
FCA
249
FinTrust Capital Advisors
South Carolina
$499K -$104K -2,189 -17%
SW
250
Simplicity Wealth
New Jersey
$496K +$496K +10,466 New