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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
LSA
251
Lion Street Advisors
Texas
$491K +$285K +5,993 +136%
RGF
252
Retirement Guys Formula
Ohio
$478K -$4.8K -101 -1%
CCM
253
Chiron Capital Management
Florida
$448K -$12.4K -260 -3%
ACM
254
Arlington Capital Management
Illinois
$444K -$713 -15 -0.2%
PA
255
PFG Advisors
Arizona
$444K -$232K -4,874 -34%
HA
256
Herold Advisors
New York
$433K
CA
257
Claro Advisors
Massachusetts
$423K -$26.6K -559 -6%
SEP
258
Southland Equity Partners
Missouri
$412K -$24K -504 -5%
TA
259
TFB Advisors
Kansas
$408K +$411K +8,646 New
FLI
260
Family Legacy Inc
South Carolina
$405K
CFD
261
Creative Financial Designs
Indiana
$401K -$44.6K -937 -10%
P
262
&Partners
Tennessee
$370K -$118K -2,477 -24%
NWM
263
Northwest Wealth Management
Iowa
$366K +$10.3K +216 +3%
CA
264
Cambridge Advisors
Nebraska
$364K +$1.57K +33 +0.4%
OIA
265
OneDigital Investment Advisors
Kansas
$356K -$3.47K -73 -1%
PTP
266
Platform Technology Partners
New York
$351K -$30.9K -650 -8%
PFA
267
Pinnacle Family Advisors
Missouri
$340K +$340K +7,158 +14,913%
KA
268
Kovack Advisors
Florida
$333K -$1.04M -21,841 -76%
IIL
269
Insight Inv LLC
California
$332K +$152K +3,200 +82%
MOS
270
MGO One Seven
Ohio
$331K -$8.28K -174 -2%
CWM
271
Cornerstone Wealth Management
Missouri
$322K -$18K -378 -5%
GWSG
272
GPS Wealth Strategies Group
Colorado
$321K -$14.8K -311 -4%
AOG
273
Alpha Omega Group
Virginia
$317K -$40.9K -861 -11%
SSWM
274
Sheets Smith Wealth Management
North Carolina
$317K
CRWM
275
Castle Rock Wealth Management
California
$314K