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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
FHA
301
Flagship Harbor Advisors
Massachusetts
$285K -$51.8K -1,096 -15%
MCC
302
Money Concepts Capital
Florida
$282K -$241K -5,088 -46%
SI
303
Shaker Investments
Ohio
$280K
NCM
304
Narwhal Capital Management
Georgia
$280K +$279K +5,901 New
PIA
305
Pinion Investment Advisors
Kansas
$278K -$1.51K -32 -0.5%
RG
306
Rathbones Group
United Kingdom
$276K -$10.4K -220 -4%
TA
307
TFG Advisers
Michigan
$276K -$1.09K -23 -0.4%
JIP
308
Jaffetilchin Investment Partners
Florida
$273K -$145K -3,063 -35%
SFP
309
Strategic Financial Partners
Oregon
$267K +$1.8K +38 +0.7%
WMWM
310
Whitaker-Myers Wealth Managers
Ohio
$263K +$262K +5,550 New
MFG
311
Mendota Financial Group
Wisconsin
$259K +$259K +5,469 New
RMAM
312
Raab & Moskowitz Asset Management
New Jersey
$256K +$23.7K +501 +10%
FIA
313
Foundations Investment Advisors
Arizona
$255K +$254K +5,384 New
CBFP
314
Cedar Brook Financial Partners
Ohio
$252K -$37K -783 -13%
WP
315
WealthSource Partners
California
$251K -$2.65K -56 -1%
AIP
316
Ameritas Investment Partners
Nebraska
$250K +$104K +2,206 +72%
RFN
317
RDA Financial Network
Iowa
$250K
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
$243K -$239K -5,050 -50%
SWAG
319
Spectrum Wealth Advisory Group
California
$242K -$5.48K -116 -2%
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$242K +$41.7K +883 +21%
IF
321
Intrua Financial
Texas
$236K -$3.4K -72 -1%
KFSC
322
Keystone Financial Services (Colorado)
Colorado
$234K -$3.64K -77 -2%
CWM
323
Catalyst Wealth Management
Georgia
$225K +$224K +4,741 New
SSWM
324
Sheets Smith Wealth Management
North Carolina
$223K
MCCP
325
Mission Creek Capital Partners
California
$222K +$473 +10 +0.2%