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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
AC
276
Avestar Capital
New York
$314K -$75.8K -1,593 -19%
AA
277
AlphaMark Advisors
Kentucky
$309K -$323K -6,800 -51%
TSWM
278
Tyler-Stone Wealth Management
Ohio
$309K +$29.3K +617 +10%
WEG
279
World Equity Group
Illinois
$306K +$34.2K +720 +12%
TA
280
TruWealth Advisors
Louisiana
$305K
HIS
281
Harvest Investment Services
Illinois
$300K -$7.8K -164 -3%
KIG
282
Kowal Investment Group
Wisconsin
$299K -$6.9K -145 -2%
AIC
283
Archer Investment Corporation
Indiana
$298K +$38.1K +801 +15%
AWM
284
Avior Wealth Management
Nebraska
$294K -$12.7K -268 -4%
WMA
285
Wealth Management Associates
New Jersey
$289K +$428 +9 +0.1%
CC
286
Cypress Capital
Tennessee
$287K
T
287
TRUADVICE
Florida
$284K -$198K -4,171 -41%
SI
288
Shaker Investments
Ohio
$279K
WMA
289
West Michigan Advisors
Michigan
$272K -$2.95K -62 -1%
EL
290
Essex LLC
Illinois
$271K -$33.1K -695 -11%
DWP
291
Daymark Wealth Partners
Ohio
$268K -$21.4K -450 -7%
CAM
292
Concorde Asset Management
Michigan
$265K +$2.76K +58 +1%
FIM
293
Freedom Investment Management
Connecticut
$264K -$743K -15,633 -74%
PIA
294
Pinion Investment Advisors
Kansas
$261K -$15.5K -326 -6%
RG
295
Rathbones Group
United Kingdom
$260K +$18.1K +380 +7%
FCM
296
Family Capital Management
Michigan
$255K -$11.3K -238 -4%
SFG
297
Sovereign Financial Group
Connecticut
$253K -$376K -7,900 -60%
Koshinski Asset Management
298
Koshinski Asset Management
Illinois
$253K +$95 +2 +0%
WP
299
WealthSource Partners
California
$244K
ACMA
300
Arbor Capital Management (Alaska)
Alaska
$244K -$19.4K -407 -7%