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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
AA
276
Advisory Alpha
Michigan
$398K +$397K +8,390 New
LFG
277
Larson Financial Group
Missouri
$395K -$1.18K -25 -0.3%
AWM
278
Apollon Wealth Management
South Carolina
$381K -$77.9K -1,648 -17%
AOG
279
Alpha Omega Group
Virginia
$372K +$28.5K +602 +8%
FA
280
Fermata Advisors
California
$367K
TA
281
TruWealth Advisors
Louisiana
$364K -$62.9K -1,330 -15%
NWM
282
Northwest Wealth Management
Iowa
$361K -$98.3K -2,080 -21%
OIA
283
OneDigital Investment Advisors
Kansas
$360K -$27.7K -585 -7%
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$354K -$169K -3,566 -32%
ACMA
285
Arbor Capital Management (Alaska)
Alaska
$342K -$10.8K -228 -3%
PPP
286
Private Portfolio Partners
New Jersey
$335K +$22.8K +482 +7%
JP Morgan Chase
287
JP Morgan Chase
New York
$331K -$590K -12,472 -64%
CRWM
288
Castle Rock Wealth Management
California
$329K -$62.9K -1,330 -16%
HIS
289
Harvest Investment Services
Illinois
$323K -$6.67K -141 -2%
WMA
290
West Michigan Advisors
Michigan
$318K +$46.1K +976 +17%
PAS
291
Park Avenue Securities
New York
$313K +$312K +6,598 New
OIA
292
Optimum Investment Advisors
Illinois
$313K
KIG
293
Kowal Investment Group
Wisconsin
$312K -$65K -1,375 -17%
WA
294
Waverly Advisors
Alabama
$303K +$302K +6,395 New
IIL
295
Insight Inv LLC
California
$299K +$118K +2,500 +66%
TCM
296
True Capital Management
California
$299K +$298K +6,300 New
GCA
297
Genesee Capital Advisors
New York
$294K +$1.65K +35 +0.6%
PAG
298
Private Advisor Group
New Jersey
$291K +$5.29M +111,910 +23%
WMA
299
Wealth Management Associates
New Jersey
$289K -$28.1K -594 -9%
CC
300
Cypress Capital
Tennessee
$288K -$2.93K -62 -1%