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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 %
AA
276
AlphaMark Advisors
Kentucky
$309K -$321K -6,800 -51%
TSWM
277
Tyler-Stone Wealth Management
Ohio
$309K +$29.1K +617 +10%
WEG
278
World Equity Group
Illinois
$306K +$34K +720 +12%
TA
279
TruWealth Advisors
Louisiana
$305K
HIS
280
Harvest Investment Services
Illinois
$300K -$7.75K -164 -3%
KIG
281
Kowal Investment Group
Wisconsin
$299K -$6.85K -145 -2%
AIC
282
Archer Investment Corporation
Indiana
$298K +$37.8K +801 +15%
AWM
283
Avior Wealth Management
Nebraska
$294K -$12.7K -268 -4%
WMA
284
Wealth Management Associates
New Jersey
$289K +$425 +9 +0.1%
CC
285
Cypress Capital
Tennessee
$287K
T
286
TRUADVICE
Florida
$284K -$197K -4,171 -41%
SI
287
Shaker Investments
Ohio
$279K
WMA
288
West Michigan Advisors
Michigan
$272K -$2.93K -62 -1%
EL
289
Essex LLC
Illinois
$271K -$32.8K -695 -11%
DWP
290
Daymark Wealth Partners
Ohio
$268K -$21.3K -450 -7%
CAM
291
Concorde Asset Management
Michigan
$265K +$2.74K +58 +1%
FIM
292
Freedom Investment Management
Connecticut
$264K -$738K -15,633 -74%
PIA
293
Pinion Investment Advisors
Kansas
$261K -$15.4K -326 -6%
RG
294
Rathbones Group
United Kingdom
$260K +$18K +380 +7%
FCM
295
Family Capital Management
Michigan
$255K -$11.2K -238 -4%
SFG
296
Sovereign Financial Group
Connecticut
$253K -$373K -7,900 -60%
Koshinski Asset Management
297
Koshinski Asset Management
Illinois
$253K +$94 +2 +0%
WP
298
WealthSource Partners
California
$244K
ACMA
299
Arbor Capital Management (Alaska)
Alaska
$244K -$19K -407 -7%
WMWM
300
Whitaker-Myers Wealth Managers
Ohio
$241K -$6.24K -132 -3%