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

376 hedge funds and large institutions have $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
Cambridge Advisors
Nebraska
$254K -$119K -2,467 -32%
TWM
302
Trueblood Wealth Management
Ohio
$251K +$251K +5,191 New
KIG
303
Kowal Investment Group
Wisconsin
$249K -$57.4K -1,188 -19%
ACMA
304
Arbor Capital Management (Alaska)
Alaska
$246K -$6.13K -127 -2%
CRWM
305
Castle Rock Wealth Management
California
$244K -$78.2K -1,622 -24%
RMAM
306
Raab & Moskowitz Asset Management
New Jersey
$244K -$48 -1 -0%
CWP
307
Core Wealth Partners
California
$240K +$240K +4,958 New
CCB
308
Cutter & Co Brokerage
Missouri
$236K +$1.11K +23 +0.5%
JIP
309
Jaffetilchin Investment Partners
Florida
$234K +$2.95K +61 +1%
SFG
310
Sovereign Financial Group
Connecticut
$233K -$26.2K -543 -10%
LFG
311
Larson Financial Group
Missouri
$232K -$1.98K -41 -0.8%
EWM
312
EPG Wealth Management
Georgia
$231K +$3.46K +72 +2%
SSWM
313
Sheets Smith Wealth Management
North Carolina
$227K -$96.6K -2,000 -30%
OFS
314
OneAscent Financial Services
Alabama
$226K +$16.2K +334 +8%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$225K +$32.8K +679 +17%
SS
316
Simplicity Solutions
Minnesota
$218K -$10.2K -211 -4%
MWM
317
Maripau Wealth Management
Indiana
$213K -$7.15K -148 -3%
DWP
318
Daymark Wealth Partners
Ohio
$210K -$64.7K -1,340 -24%
SFP
319
Strategic Financial Partners
Oregon
$206K -$3.67K -76 -2%
ACA
320
Ascension Capital Advisors
Texas
$206K -$1.15M -23,722 -85%
WP
321
WealthSource Partners
California
$202K -$47.8K -990 -19%
BEI
322
Benjamin Edwards Inc
Missouri
$180K +$168K +3,472 +1,406%
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$168K
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
$164K -$35.4K -749 -18%
MIM
325
MTM Investment Management
South Carolina
$150K