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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
SW
251
Simplicity Wealth
New Jersey
$496K +$495K +10,466 New
CW
252
Connectus Wealth
Ohio
$494K -$121K -2,550 -20%
KFP
253
KMG Fiduciary Partners
Ohio
$493K +$492K +10,406 New
SEP
254
Southland Equity Partners
Missouri
$493K -$11.3K -240 -2%
P
255
&Partners
Tennessee
$489K -$48.6K -1,029 -9%
SCFS
256
S.C. Financial Services
Arizona
$483K +$101K +2,141 +27%
SFS
257
Security Financial Services
Indiana
$482K +$22.7K +481 +5%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$477K +$47 +1 +0%
MSFS
259
Main Street Financial Solutions
Pennsylvania
$476K -$37.7K -797 -7%
HFP
260
Holistic Financial Partners
Indiana
$473K -$12.4K -262 -3%
MOS
261
MGO One Seven
Ohio
$472K -$1.29M -27,323 -73%
WWM
262
Western Wealth Management
Colorado
$468K -$519K -10,984 -53%
PTP
263
Platform Technology Partners
New York
$460K -$13.5K -285 -3%
BAM
264
Belpointe Asset Management
Nevada
$451K +$120K +2,531 +36%
TCA
265
Transcend Capital Advisors
New Jersey
$448K +$55.8K +1,180 +14%
CFA
266
Compass Financial Advisors
Indiana
$439K -$8.56K -181 -2%
CA
267
Claro Advisors
Massachusetts
$439K -$452K -9,562 -51%
MWM
268
Maripau Wealth Management
Indiana
$434K -$41.6K -880 -9%
SS
269
Simplicity Solutions
Minnesota
$434K -$353K -7,462 -45%
AWM
270
Axxcess Wealth Management
California
$433K -$197K -4,164 -31%
TAM
271
TCP Asset Management
Ohio
$432K +$431K +9,119 New
AC
272
Avestar Capital
New York
$429K -$359K -7,595 -46%
CFD
273
Creative Financial Designs
Indiana
$424K +$14.1K +299 +3%
FLI
274
Family Legacy Inc
South Carolina
$413K -$1.51K -32 -0.4%
CHC
275
City Holding Co
West Virginia
$402K +$401K +8,480 New