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

371 hedge funds and large institutions have $3.14B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 114 increasing their positions, 195 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $416K | Put options by funds: $52K

0.76% less ownership

Funds ownership: 77.85%77.08% (-0.76%)

2% less funds holding

Funds holding: 377371 (-6)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

7% less capital invested

Capital invested by funds: $3.36B → $3.14B (-$220M)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

42% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 195

Holders
371
Holders Change
-6
Holders Change %
-1.59%
% of All Funds
5.89%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.44%
New
27
Increased
114
Reduced
195
Closed
30
Calls
$416K
Puts
$52K
Net Calls
+$364K
Net Calls Change
+$7.07M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$697K -$220K -4,618 -24%
HW
227
Hedeker Wealth
Illinois
$689K -$29.3K -617 -4%
GIA
228
Gladstone Institutional Advisory
Florida
$685K -$376K -7,896 -35%
LFAS
229
Level Four Advisory Services
Texas
$677K -$218K -4,593 -24%
WSTAM
230
Wilbanks Smith & Thomas Asset Management
Virginia
$666K
CIAS
231
Capital Investment Advisory Services
North Carolina
$654K -$618 -13 -0.1%
DI
232
DFPG Investments
Utah
$645K -$297K -6,245 -31%
1W
233
1776 Wealth
Georgia
$640K -$72K -1,515 -10%
WI
234
Wintrust Investments
Illinois
$620K -$1.75M -36,851 -74%
FHC
235
First Heartland Consultants
Missouri
$612K -$19.4K -407 -3%
TA
236
TrueWealth Advisors
Alabama
$601K -$249K -5,228 -29%
WWM
237
Western Wealth Management
Colorado
$600K +$238K +5,000 +65%
SFS
238
Security Financial Services
Indiana
$599K +$57.1K +1,201 +10%
AFP
239
Ausdal Financial Partners
Iowa
$559K -$31.9K -670 -5%
IGWM
240
ICA Group Wealth Management
Colorado
$543K -$498K -10,466 -48%
LNC
241
Lincoln National Corp
Pennsylvania
$538K -$527K -11,075 -49%
TWM
242
Tanager Wealth Management
United Kingdom
$533K -$248K -5,219 -32%
William Blair & Company
243
William Blair & Company
Illinois
$525K -$834K -17,546 -61%
NCM
244
Narwhal Capital Management
Georgia
$519K +$74.7K +1,571 +17%
CFGS
245
Concourse Financial Group Securities
Alabama
$515K +$5.56K +117 +1%
AWA
246
Acorn Wealth Advisors
Michigan
$513K -$75.4K -1,585 -13%
LFA
247
Laraway Financial Advisors
Minnesota
$513K -$9.32K -196 -2%
OCFG
248
O'Connor Financial Group
Illinois
$513K +$1.76K +37 +0.3%
BAM
249
Belpointe Asset Management
Nevada
$509K -$39.3K -827 -7%
SL
250
Salomon & Ludwin
Virginia
$492K +$495K +10,414 New