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

376 hedge funds and large institutions have $3.55B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 128 increasing their positions, 180 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
6.02%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
34
Increased
128
Reduced
180
Closed
29
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Shares
Change %
1W
226
1776 Wealth
Georgia
$721K
CAS
227
Coppell Advisory Solutions
Texas
$719K -$364K -7,606 -34%
CASC
228
Coppell Advisory Solutions Corp
Texas
$719K -$364K -7,606 -34%
TSS
229
Two Sigma Securities
New York
$698K +$698K +14,582 New
CIAS
230
Capital Investment Advisory Services
North Carolina
$695K +$120K +2,515 +21%
VWA
231
Visionary Wealth Advisors
Illinois
$682K +$682K +14,256 New
SFG
232
Sovereign Financial Group
Connecticut
$652K -$9.57K -200 -1%
CFGS
233
Concourse Financial Group Securities
Alabama
$626K -$353K -7,373 -36%
LSA
234
Lion Street Advisors
Texas
$618K +$618K +12,912 New
PA
235
PFG Advisors
Arizona
$613K +$86K +1,797 +16%
GRP
236
Global Retirement Partners
California
$605K +$30.6K +635 +5%
AWA
237
Acorn Wealth Advisors
Michigan
$601K -$3.64K -76 -0.6%
GWP
238
Gateway Wealth Partners
Wisconsin
$597K -$359K -7,494 -38%
LMKC
239
L.M. Kohn & Company
Ohio
$595K -$61.9K -1,294 -9%
AFP
240
Ausdal Financial Partners
Iowa
$590K -$38.9K -812 -6%
Cerity Partners
241
Cerity Partners
New York
$569K -$18.8K -390 -3%
SIA
242
SkyView Investment Advisors
New Jersey
$567K -$7.18K -150 -1%
HFP
243
Holistic Financial Partners
Indiana
$566K +$88.8K +1,856 +19%
FCAG
244
First Capital Advisors Group
New Jersey
$566K -$7.18K -150 -1%
CCM
245
Chiron Capital Management
Florida
$563K -$20.3K -425 -3%
SW
246
Simplicity Wealth
New Jersey
$563K +$61.5K +1,285 +12%
AWM
247
Apollon Wealth Management
South Carolina
$561K +$177K +3,689 +46%
GFG
248
Goldstone Financial Group
Illinois
$539K +$539K +11,254 New
LFA
249
Laraway Financial Advisors
Minnesota
$539K -$14.2K -297 -3%
ARC
250
Advisor Resource Council
Texas
$523K +$523K +10,893 New