LMBS icon

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

370 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, 113 increasing their positions, 195 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.9%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
27
Increased
113
Reduced
195
Closed
30
Calls
$416K
Puts
$52K
Net Calls
+$364K
Net Calls Change
+$7.07M
Name Holding Trade Value Shares
Change
Shares
Change %
HW
226
Hedeker Wealth
Illinois
$689K -$29.1K -617 -4%
GIA
227
Gladstone Institutional Advisory
Florida
$685K -$373K -7,896 -35%
LFAS
228
Level Four Advisory Services
Texas
$677K -$217K -4,593 -24%
WSTAM
229
Wilbanks Smith & Thomas Asset Management
Virginia
$666K
CIAS
230
Capital Investment Advisory Services
North Carolina
$654K -$614 -13 -0.1%
DI
231
DFPG Investments
Utah
$645K -$294K -6,245 -31%
1W
232
1776 Wealth
Georgia
$640K -$71.6K -1,515 -10%
WI
233
Wintrust Investments
Illinois
$620K -$1.74M -36,851 -74%
FHC
234
First Heartland Consultants
Missouri
$612K -$19.2K -407 -3%
TA
235
TrueWealth Advisors
Alabama
$601K -$247K -5,228 -29%
WWM
236
Western Wealth Management
Colorado
$600K +$236K +5,000 +65%
SFS
237
Security Financial Services
Indiana
$599K +$56.7K +1,201 +10%
AFP
238
Ausdal Financial Partners
Iowa
$559K -$31.7K -670 -5%
IGWM
239
ICA Group Wealth Management
Colorado
$543K -$494K -10,466 -48%
LNC
240
Lincoln National Corp
Pennsylvania
$538K -$523K -11,075 -49%
TWM
241
Tanager Wealth Management
United Kingdom
$533K -$247K -5,219 -32%
William Blair & Company
242
William Blair & Company
Illinois
$525K -$829K -17,546 -61%
NCM
243
Narwhal Capital Management
Georgia
$519K +$74.2K +1,571 +17%
CFGS
244
Concourse Financial Group Securities
Alabama
$515K +$5.53K +117 +1%
AWA
245
Acorn Wealth Advisors
Michigan
$513K -$74.9K -1,585 -13%
LFA
246
Laraway Financial Advisors
Minnesota
$513K -$9.26K -196 -2%
OCFG
247
O'Connor Financial Group
Illinois
$513K +$1.75K +37 +0.3%
BAM
248
Belpointe Asset Management
Nevada
$509K -$39.1K -827 -7%
SL
249
Salomon & Ludwin
Virginia
$492K +$492K +10,414 New
LSA
250
Lion Street Advisors
Texas
$491K +$283K +5,993 +136%