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

376 hedge funds and large institutions have $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
301
Archer Investment Corporation
Indiana
$263K -$242K -5,083 -48%
MWM
302
Maripau Wealth Management
Indiana
$257K -$158K -3,320 -38%
Koshinski Asset Management
303
Koshinski Asset Management
Illinois
$256K -$213K -4,458 -45%
WMWM
304
Whitaker-Myers Wealth Managers
Ohio
$250K -$16.6K -349 -6%
WP
305
WealthSource Partners
California
$247K
RG
306
Rathbones Group
United Kingdom
$244K -$64.6K -1,356 -21%
RMAM
307
Raab & Moskowitz Asset Management
New Jersey
$242K -$10K -210 -4%
Thrivent Financial for Lutherans
308
Thrivent Financial for Lutherans
Minnesota
$239K -$7.11K -149 -3%
CCB
309
Cutter & Co Brokerage
Missouri
$231K +$231K +4,837 New
KFSC
310
Keystone Financial Services (Colorado)
Colorado
$230K -$48 -1 -0%
SS
311
Simplicity Solutions
Minnesota
$229K -$83.4K -1,750 -27%
JIP
312
Jaffetilchin Investment Partners
Florida
$226K -$51.2K -1,075 -18%
IF
313
Intrua Financial
Texas
$224K +$143 +3 +0.1%
EWM
314
EPG Wealth Management
Georgia
$224K +$1.67K +35 +0.7%
LSA
315
Lion Street Advisors
Texas
$222K -$430K -8,514 -66%
PAG
316
Private Advisory Group
Washington
$214K +$13.2K +276 +7%
PNC Financial Services Group
317
PNC Financial Services Group
Pennsylvania
$212K +$89K +1,868 +72%
TSS
318
Two Sigma Securities
New York
$210K -$485K -10,178 -70%
SFP
319
Strategic Financial Partners
Oregon
$207K +$143 +3 +0.1%
MCCP
320
Mission Creek Capital Partners
California
$204K -$7.25K -152 -3%
BCMLT
321
Beacon Capital Management LLC (Tennessee)
Tennessee
$201K -$41.5K -871 -17%
PMFA
322
Plante Moran Financial Advisors
Michigan
$187K +$95.3K +2,000 +105%
IIL
323
Insight Inv LLC
California
$186K
MFG
324
Mendota Financial Group
Wisconsin
$162K -$284K -5,949 -64%
RCM
325
Raleigh Capital Management
North Carolina
$153K -$953 -20 -0.6%