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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
WMWM
301
Whitaker-Myers Wealth Managers
Ohio
$241K -$6.28K -132 -3%
RMAM
302
Raab & Moskowitz Asset Management
New Jersey
$238K -$1.43K -30 -0.6%
BCM
303
Brookstone Capital Management
Illinois
$234K +$238K +5,011 New
CCB
304
Cutter & Co Brokerage
Missouri
$229K +$904 +19 +0.4%
LFG
305
Larson Financial Group
Missouri
$229K -$104K -2,191 -31%
JIP
306
Jaffetilchin Investment Partners
Florida
$226K +$1.95K +41 +0.9%
EWM
307
EPG Wealth Management
Georgia
$224K +$2.09K +44 +0.9%
WHCI
308
W.H. Cornerstone Investments
Massachusetts
$224K +$226K +4,749 New
PCA
309
Pallas Capital Advisors
Massachusetts
$223K +$227K +4,763 New
SS
310
Simplicity Solutions
Minnesota
$223K -$3.81K -80 -2%
SAM
311
Synergy Asset Management
Washington
$222K +$223K +4,697 New
GCM
312
Gallacher Capital Management
Colorado
$221K -$69.7K -1,465 -24%
MWM
313
Maripau Wealth Management
Indiana
$215K -$39.4K -828 -15%
IF
314
Intrua Financial
Texas
$214K -$8.56K -180 -4%
Fisher Asset Management
315
Fisher Asset Management
Washington
$212K +$214K +4,491 New
SFP
316
Strategic Financial Partners
Oregon
$205K +$143 +3 +0.1%
Millennium Management
317
Millennium Management
New York
$205K +$206K +4,342 New
OFS
318
OneAscent Financial Services
Alabama
$205K +$206K +4,335 New
BCMLT
319
Beacon Capital Management LLC (Tennessee)
Tennessee
$201K
FCA
320
FinTrust Capital Advisors
South Carolina
$194K -$305K -6,410 -61%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$188K +$39.3K +826 +26%
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$165K -$45.6K -959 -22%
MIM
323
MTM Investment Management
South Carolina
$146K
MFG
324
Mendota Financial Group
Wisconsin
$144K -$16.6K -350 -10%
RCM
325
Raleigh Capital Management
North Carolina
$139K -$13.6K -285 -9%