LMBS icon

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 %
RMAM
301
Raab & Moskowitz Asset Management
New Jersey
$238K -$1.42K -30 -0.6%
BCM
302
Brookstone Capital Management
Illinois
$234K +$234K +5,011 New
CCB
303
Cutter & Co Brokerage
Missouri
$229K +$898 +19 +0.4%
LFG
304
Larson Financial Group
Missouri
$229K -$104K -2,191 -31%
JIP
305
Jaffetilchin Investment Partners
Florida
$226K +$1.94K +41 +0.9%
EWM
306
EPG Wealth Management
Georgia
$224K +$2.08K +44 +0.9%
WHCI
307
W.H. Cornerstone Investments
Massachusetts
$224K +$224K +4,749 New
PCA
308
Pallas Capital Advisors
Massachusetts
$223K +$223K +4,763 New
SS
309
Simplicity Solutions
Minnesota
$223K -$3.78K -80 -2%
SAM
310
Synergy Asset Management
Washington
$222K +$222K +4,697 New
GCM
311
Gallacher Capital Management
Colorado
$221K -$69.2K -1,465 -24%
MWM
312
Maripau Wealth Management
Indiana
$215K -$39.1K -828 -15%
IF
313
Intrua Financial
Texas
$214K -$8.5K -180 -4%
Fisher Asset Management
314
Fisher Asset Management
Washington
$212K +$212K +4,491 New
SFP
315
Strategic Financial Partners
Oregon
$205K +$142 +3 +0.1%
Millennium Management
316
Millennium Management
New York
$205K +$205K +4,342 New
OFS
317
OneAscent Financial Services
Alabama
$205K +$205K +4,335 New
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
$201K
FCA
319
FinTrust Capital Advisors
South Carolina
$194K -$303K -6,410 -61%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$188K +$39K +826 +26%
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$165K -$45.3K -959 -22%
MIM
322
MTM Investment Management
South Carolina
$146K
MFG
323
Mendota Financial Group
Wisconsin
$144K -$16.5K -350 -10%
RCM
324
Raleigh Capital Management
North Carolina
$139K -$13.5K -285 -9%
RIA
325
Realta Investment Advisors
Delaware
$135K