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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

376 hedge funds and large institutions have $3.55B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 128 increasing their positions, 180 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
6.02%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
34
Increased
128
Reduced
180
Closed
29
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
301
West Michigan Advisors
Michigan
$290K -$30.6K -639 -10%
DWP
302
Daymark Wealth Partners
Ohio
$290K +$290K +6,055 New
GCA
303
Genesee Capital Advisors
New York
$285K -$12.3K -256 -4%
PCIA
304
Prime Capital Investment Advisors
Kansas
$285K -$2.06M -43,008 -88%
SI
305
Shaker Investments
Ohio
$283K
PIA
306
Pinion Investment Advisors
Kansas
$280K
JIP
307
Jaffetilchin Investment Partners
Florida
$278K +$2.3K +48 +0.8%
ACMA
308
Arbor Capital Management (Alaska)
Alaska
$277K -$70.3K -1,462 -20%
SSWM
309
Sheets Smith Wealth Management
North Carolina
$273K +$47.9K +1,000 +21%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$272K +$126K +2,641 +87%
WMWM
311
Whitaker-Myers Wealth Managers
Ohio
$267K +$1.58K +33 +0.6%
PB
312
Pinnacle Bancorp
Nebraska
$261K +$58.6K +1,224 +29%
WEG
313
World Equity Group
Illinois
$258K +$258K +2,456 New
RMAM
314
Raab & Moskowitz Asset Management
New Jersey
$253K -$5.27K -110 -2%
RFN
315
RDA Financial Network
Iowa
$252K
WP
316
WealthSource Partners
California
$248K -$5.98K -125 -2%
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$247K +$2.11K +44 +0.9%
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
$244K -$1.87K -39 -0.8%
CWM
319
Catalyst Wealth Management
Georgia
$233K +$5.74K +120 +3%
KFSC
320
Keystone Financial Services (Colorado)
Colorado
$231K -$2.87K -60 -1%
TCM
321
True Capital Management
California
$230K -$71.8K -1,500 -24%
IF
322
Intrua Financial
Texas
$226K -$9.87K -205 -4%
EWM
323
EPG Wealth Management
Georgia
$223K +$1.68K +35 +0.8%
SWAG
324
Spectrum Wealth Advisory Group
California
$221K -$23.7K -495 -10%
EIA
325
Eldridge Investment Advisors
New Hampshire
$216K -$753K -15,689 -78%